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underwriting

    Product R + D

    How Financial Advisors Can Advocate in Clients’ Underwriting

    by Shawn Sigler August 24, 2016
    written by Shawn Sigler

    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 behalf, helping to negotiate offers and navigating underwriting challenges.

    Having your brokerage underwriter, sales consultant and case manager all fighting for you and your client to obtain the best coverage available in the life industry is paramount.

    Continue Reading

    August 24, 2016
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