« All Events
Nationwide: How to be Successful with Field Underwriting
September 13, 2018 @ 1:00 PM - 2:00 PM
|
|
|
|
| How to be Successful with Field Underwriting |
| Field underwriting is playing a much more critical role in today’s world of technology in order to secure the best offer possible for the producer and client. This process starts well before the application is even written. |
Learn about:
- Critical questions to ask regarding the client’s medical history and beyond
- Specific tactics advisor can apply to provide a smooth underwriting experience
- The importance of the cover letter
- Field underwriting guide for the most common medical impairments
|
Date: September 13, 2018
Time: 2:00 pm ET
Dial-in number:
1 (914) 614-3221
Access Code: 241-722-301 |
|
|
| Presented by: |
Kathy Deren — Director, Underwriting Relationship Strategies — Nationwide
Kathy has over 25 years of experience in the life insurance industry, including time at a home office and with both captive and brokerage agencies. Since 1995, she has concentrated on the life brokerage area with heavy emphasis on impaired risks and large cases. Kathy joined Nationwide in 2007. In her current role of Director of Brokerage Underwriting, Kathy is responsible for driving strategies designed to grow market share and strengthening relationships as well as underwriting competitiveness.
Prior to joining Nationwide, Kathy was an Assistance Vice President of Underwriting and Officer for US Financial/AXA. While there, she developed the Specialized Resource team which underwrote large, impaired risk cases. She also designed and participated in underwriting seminars and served as the Brokerage Director for Finmark, US Financials’ home office brokerage agency. |
|
|
|
|
|
|
|
|
