“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