Your client claims to be in great health and there’s no reason to doubt it. So, why wouldn’t you expect the case to sail through underwriting? In your mind, you’ve already banked the commission…Not so fast. It may not be that simple.
As it turns out, there are unexpected twists and turns in a majority of life insurance applications that will raise questions, require further discussion, create delays, and affect the insurance offer. With that in mind, here are ways advisors can help avoid problems and close cases quickly and as expected.
To read complete article, click here.