Preparation is the key to a successful health interview.
You just completed a long-term care application. Before you head out the door, make sure your clients know what happens next.
Preparing clients for the underwriting process can go a long way toward ensuring their applications get issued. Why? An interviewer may mistakenly assume confused applicants have cognitive issues that make them uninsurable. In reality, an applicant may simply be distracted or not fully prepared to answer questions about their health, their doctors and their medications.
Mutual of Omaha has a handy leave-behind brochure you can use to walk your clients through the next steps in the underwriting process and help them prepare for the health interview. Taking a few extra minutes to explain the process and help clients gather and record the information they’ll need can be the key to a positive underwriting outcome.
If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com.
Preparing for the Health Interview
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