Focus Session: Protection

Monday, June 14
3:30 p.m. – 5 p.m.

Win the “Second Sale” With New Underwriting Tools, Techniques and Technology


Terri L. Getman, J.D., CLU and David L. Solie, MS, PA


If you have ever been surprised by a negative underwriting offer, you will not want to miss this session. By understanding key medical tests, common financial underwriting guidelines and sophisticated blood studies, you can position your cases to win the second sale — the underwriter’s approval. This session reviews technology surveillance tools, which monitor applicants’ medication compliance, driving and criminal records, and financial history. Leave with a better understanding of the significance of these tests and tools, potential applicant concerns, and their impact on underwriting outcomes.

Appeal: Global
Level: Advanced