Garrett Retreat 18 has ended
Friday, August 3 • 11:00am - 11:50am
An Advisor’s Guide to Insurance Underwriting

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Once an insurance application is completed, the following step is underwriting. During this process, the insurance company is assessing the amount of risk on the applicant. Since not all insurance solutions follow the same underwriting guidelines, LLIS's "Doctors of Underwriting" will guide advisors through common scenarios for life insurance, disability insurance, long-term care, short term care, annuities, and hybrids. The "doctors" will compare the importance of asking in-depth family and medical history questions to quick quote engines. And most importantly, covering the changes in industry standards.

avatar for Jerry Skapyak

Jerry Skapyak

Advisor Services: Annuity/Hybrid Specialist, LLIS
Developing retirement income solutions. When fee-only advisors want an expert at retirement funding risk management solutions, Jerry is the one they turn to. That’s why LLIS brought his family and him to sunny Florida in 2008.Jerry spent a number of years climbing the ranks of two... Read More →
avatar for Jill MacNeil

Jill MacNeil

Advisor Services: Long Term Care Specialist, LLIS
Jill’s competitive by nature, and is up for a challenge any day.As part of LLIS’s Advisor Services team, Jill is the Long Term Care Insurance point person. She handles all variable case management for our clients, including life and annuities. Finding the right products for clients... Read More →

Friday August 3, 2018 11:00am - 11:50am
Interlocken B
  • CE Hours Available: 1.0 NAPFA, 1.0 Specialized Knowledge CPE, 1.0 CFP® Certification

Attendees (57)