When

Tuesday, January 15, 2019 from 8:30 AM to 10:45 AM CST
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Where

Target Insurance Services, Inc.
11020 Oakmont Street
Overland Park, KS 66210
 

 
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Contact

Alison Campbell
Target Insurance Services, Inc.
913-403-5810
alisonc@targetins.com
 

"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