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"underwriting"

    Product R + D

    Two Main Issues with The Life Insurance Underwriting Process

    by FIG Marketing September 24, 2018
    written by FIG Marketing

    Updated September 6, 2023, at 4:28 PM

    One of the main reasons some of my private clients hate offering life insurance to their clients is that they don’t want to put their relationship at risk because of the unpreventable headache that is underwriting.

    They’ve been burned in the past when a case goes south quickly because of underwriting complications. This can lead to their client losing faith and becoming upset with them, inevitably causing the loss of all lines of business with that client.

    Continue Reading

    September 24, 2018
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  • Product R + D

    How Financial Advisors Can Advocate in Clients’ Underwriting

    by Shawn Sigler August 24, 2016
    by Shawn Sigler August 24, 2016

    Updated February 21, 2024, at 4:18 PM In the life insurance brokerage business, it is important for an advisor to align with a team of brokerage underwriters who advocate on the client’s …

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  • FIG News

    Inside Look: 8 Weeks as an Intern at Financial Independence Group

    by FIG Marketing April 30, 2024
    by FIG Marketing April 30, 2024

    Updated May 15, 2024, at 9:45 AM Paul Matanovic and Graham Wald embarked on an internship with Financial Independence Group (FIG) in the spring of 2024 to learn more about themselves, their …

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