When you are helping clients think about income protection, you should make sure you have theses three essential pieces of information to share with underwriting.
- Occupation — You need to know your client’s occupation to help underwriters know the level of risk associated with the job
- Medical History — Knowing your client’s medical history can help underwriters make accurate and quick decisions
- Income — Your client’s income is the primary factor in determining the right maximum benefit amount
To learn more, view the underwriting basics flyer.
Know the Basics of DI Underwriting
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