“The last thing you want is for your client to finish underwriting only to realize at the end that one simple question may have pointed you to the right carrier” This article was written for insurance advisors but is also good for fee-only advisors to know.
I’m happy that InsuranceNewsNet chose and published my article for their May edition. The article shares some best practices insurance advisors could use when it comes to utilizing accelerated underwriting programs for the benefit of clients. I also gave a quick snap shot of the types of accelerated underwriting programs that are currently available in the marketplace.
Here is the link to the actual article: Peachie’s Article in InsuranceNewsNet
Here’s a visual that categorizes the many available accelerated underwriting programs out there:
