Advanced Markets 2026 On Demand: Field Underwriting for Advanced Advisors

For advisors working with complex cases, underwriting is not an administrative step—it is a core competency. This session moves beyond general trends to examine how strong field underwriting influences placement ratios, client retention, and long-term revenue. Topics include medical and financial underwriting considerations, preparing clients for scrutiny, anticipating red flags, and structuring submissions to reduce surprises. Attendees will leave with a disciplined framework for managing underwriting proactively rather than reactively. 

By the end of this session learners will be able to:

• Participants will be able to analyze key medical and financial underwriting factors and evaluate their impact on insurance eligibility and pricing. 

• Participants will be able to assess potential underwriting risks and identify red flags prior to formal submission. 

• Participants will be able to apply a structured approach to preparing clients and documentation for the underwriting process. 

• Participants will be able to evaluate how underwriting outcomes affect overall risk management and insurance planning strategies.