This session will help attendees by diving into steps that can be taken to facilitate a smoother underwriting process for larger cases. We will share an overview of financial underwriting at Empire Life, including:
The importance of complete information for specific sales concepts
How advisors can help accelerate the underwriting process
How to Leverage the Tax, Retirement and Estate Planning Team to expedite the process
We'll wrap up with several case studies to highlight some Do's and Don'ts that can help expedite underwriting of future cases.
Join the webinar:
Tuesday, March 21, 2023, at 2:00 pm to 3:15 pm ET This webinar is also available in French on Wednesday, March 22, 2023, at 10:00 am.
CE credits: Pending. To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after viewing the webinar.
Peter Wouters Director, Tax, Retirement & Estate Planning, Empire Life
This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more >
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