Overcoming Adversity in LTCI Underwriting
Join us for an insightful webinar on overcoming one of the biggest hurdles in long-term care insurance sales! Carolyn Vader, Insurance Underwriting and New Business Manager, will break down the complexities of the underwriting process, highlighting key red flags in your clients’ medical records and the critical role of thorough prequalification.
You’ll learn how to gather essential information upfront, communicate effectively with clients, and when to pivot to alternatives like short-term care insurance.
Whether you’re a seasoned agent or just starting out, this session will equip you with the tools to navigate underwriting challenges, better serve your clients, and improve your placement rate.
Carolyn will also cover:
- The top ten reasons for declines or postponements in underwriting
- How to create compelling client support letters
- The appeals process and how to utilize electronic applications (E-Apps) effectively