You have worked with your client on determining their life insurance needs and the application is signed. Now, it’s time for underwriting. Underwriting is an important part of issuing a life insurance policy, but many times, it can also be a confusing time for your clients.
That’s why Mutual of Omaha created
What Comes Next in the Application
This client brochure is designed to be used with fully-underwritten life insurance business. It provides:
- An overview of the assessments that may be required
- Tips on preparing for each assessment
- An overview of the types of questions that may be asked during a paramedical exam