Amanda Harvat
Life Wholesaler,
Vision Financial Group
Amanda Harvat's Sessions
- May 21
- 8:00 am
- - 8:50 am
- Check Mobile App for Locations
- Breakout Session
- Cutting Edge Strategies
Breakout Session – Field Underwriting for Advanced Advisors
For advisors working with complex cases, underwriting is not an administrative step — it is a core competency.
This session moves beyond general trends to examine how strong field underwriting influences placement ratios, client retention, and long-term revenue. Topics include medical and financial underwriting considerations, preparing clients for scrutiny, anticipating red flags, and structuring submissions to reduce surprises. Attendees will leave with a disciplined framework for managing underwriting proactively rather than reactively.
