Content
2 modules
Rating
Instructor
Finseca Staff
Released
16 May 2024
Price
$199.00
Description
The Underwriting Certification Program helps train and develop new underwriters on the life insurance underwriting process, while certifying existing underwriters on the key skills, responsibilities, and best practices that are essential for their role. The program, which has been designed with a life insurance focus, is comprised of nineteen online learning modules with mastery quizzes for each module.
Session Overview
Session 17 - Financial Underwriting
This session provides a comprehensive overview of financial underwriting, emphasizing its significance in determining insurance coverage based on financial justification. It covers various aspects, including individual and business coverage scenarios, such as income protection and estate conservation, along with the necessary documentation and considerations for high net worth cases.
PROFESSIONAL DEVELOPMENT COMMITTEE
Leah Mahoney, – EVP - Operations, Diversified Brokerage Services, Inc. |
Chair |
Haley Chaires, – Account Executive, Ash Brokerage |
Member |
Rachel Sachs, – Vice President Insurance Operations, LPL Financial |
Member |
Kim Wilcox, – Vice President of Operations, Innovative Underwriters |
Member |
Rachel Sanfilippo, – Operations Manager - Contracting & Licensing & New Business, Partners Advantage A Gallagher Group |
Member |
Amanda Singer, – Vice President, Crump |
Member |
Melinda Marcotte, – Head of Life New Business, MassMutual |
Member |
COURSE CONTRIBUTORS
Tiffany Markarian– Managing Director and Founder |
Advantus Marketing, LLC |
Melissa Heighway– Director of Life Underwriting; Insitutional Channel |
Crump Life Insurance Services |
Stephanie Hrisko– Medical Consultant in Underwriting |
The Cason Group |
Angela Ison– Underwriting Consultant |
MassMutual |
David Glasgow– Underwriter |
Diversified Brokerage Services |
Kim Schrass– Director of Underwiting |
Ash Brokerage, An Integrity Company |
Jim White– Underwriting Manager |
Securian Financial |
Jann Varner– AVP, Case Design |
Diversified Brokerage Services |
William Nalipinski– Regional Sales Consultant |
Securian Financial Group |
Karen Gilmore-Buxton– Sr. Product Specialist |
Lincoln Financial Group |
Kieth Gruchacz– Sr. Consultant |
Lincoln Financial Group |
Phil Jackson– Managing Director, Insurance Marketing |
Valmark Financial Group |
Ashley Orlinski– AVP Internal Sales |
LPL Financial |
Amber Castator– Sr. Relationship Case Manager |
Ash Brokerage |
1.
Session 17: Financial Underwriting
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2.
Underwriting Certificate - Exam: Financial Underwriting
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