Tuesday, January 15, 2019 from 8:30 AM to 10:45 AM CST
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Target Insurance Services, Inc.
11020 Oakmont Street
Overland Park, KS 66210

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Alison Campbell
Target Insurance Services, Inc.

"Underwriting Basics" & "Understanding the DI Underwriting Process"

This course has been approved for 2 Hrs KS/MO, Life-Health CE


“Underwriting Basics” – 1 hour Life/Health CE 


Producers will learn the basics of field underwriting individual disability insurance, including the different underwriting factors that are considered – occupation, medical history and finances.  DI underwriting can be easy and fun if you understand the basics and how to navigate the field underwriting process.


“Understanding the Advanced DI Underwriting Process” – 1 hour Life/Health CE

Producers will learn the more advanced field underwriting next steps as it applies to substandard offerings, unique financials, non-traditional occupations, and Federal tax issues within the individual disability insurance marketplace.




Presented by George Wilkins
Direct of Disability Income and Planning

Target Insurance Services