The Pinnacle Blog
An insurance carrier will have access to a great deal of information about you during the underwriting process, and from a medical standpoint you should do all in your power to present yourself in the best light possible to get the best underwriting results.
Here are the top 3 things you and your clients should know before you go into underwriting for life insurance:
I recently had lunch with a planner that I have been working with for about the last three years. Although he had not really sent me many of his clients to work on their insurance needs we stayed in touch. At lunch, I had asked him about his personal life insurance for he and his wife. He was polite and let me know he and his wife were all set – they have a good friend in the insurance business.
If you have not already had the opportunity to read the book, The Tipping Point by Malcolm Gladwell, I strongly suggest that you do so. The book defines the Tipping Point as that magic moment when an idea, trend or social behavior crosses a threshold, tips, and spreads like wildfire.
I love family traditions – no matter how big or how small. Our family has one tradition we do on Christmas Eve, which this year may have taken on new meaning.
