Underwriting & Product Selection Pre & Post Pandemic

Peachie Thompson · March 1, 2021

Course # 115313

After you take this course, you will receive (1) Hour of Continuing Education credit for your 2-16 or 2-18 licenses.

  • The course covers basic to intermediate levels of underwriting and product pricing for life insurance, disability and long term care insurance as well as annuity suitability. Mortality and morbidity differences are explained.
  • You will learn the tools required, various parts as well as stages of new business processing from the quoting phase all the way to policy inforce stage. Each component is covered in depth.
  • Various factors that affect premiums and product selection are discussed.
  • Accelerated underwriting and various underwriting programs are covered.
  • Best practices for advisors and clients are also discussed.
  • There are practical case studies and examples illustrating different levels of relationships between underwriting, carrier selection and premiums under multiple scenarios.

This is a (1) hour course.

If you are interested in signing up for this course, please send us an email at or call (904) 539-9779.

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