Mike Link
FALU, FLMI, CLU, ChFC
Associate Chief Underwriter,
John Hancock
Mike Link's Sessions
- May 20
- 10:45 am
- - 11:25 am
- Liberty Ballroom
- Main Stage Event
- Cutting Edge Strategies, Economic Trends & Public Policy, Tech & the Next Gen
Main Stage Panel – Underwriting in an Age of Escalating Risk: What Advanced Planners Must Know for Complex Cases
The market is moving fast and underwriting is no exception.
For ultra-high-net-worth families and business owners, new data, AI-driven tools, and expanded large-case capacity are changing what’s possible. All the while, political, fiscal, and tax pressures are raising the stakes on every sophisticated structure. This session gives advanced planners a clear-eyed look at where underwriting is headed, what it means for large face amounts, premium financing, and complex business cases, and how to position your process — and your clients — for what’s coming.
