Case Studies, Underwriting FAQ

Ask the Underwriter: Financial Underwriting

February 11, 2016 | BY AL STOCKWELL and BOB PEDIGO

Is the amount of coverage requested on an application realistic to the case? Are the clients asking for too much or too little? Financial Underwriters will find out. Watch as Al Stockwell and Bob Pedigo talk about how financial statistics such as salary, income reporting, future earning potential, and business structure can affect the policy approval process.

Featuring Al Stockwell: Director of Life Marketing at Davis Life & Annuity and Bob Pedigo: Vice President of Underwriting.

Back to Ask the Underwriter

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.