Do this, Not That: Best Practices for Large Case Underwriting

October 23

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When the face amounts climb, the margin for error disappears. This candid breakout panel unpacks the most common mistakes BGAs make on large and jumbo case underwriting.

Panelists cover missteps like incomplete financial narratives, poor cover letters, and mismanaged impairments, showing exactly what to do instead to improve placement and pricing. You’ll hear a range of perspectives on the operational side of underwriting, aimed at helping you avoid the mistakes that stall or kill seven-figure cases.

Speakers

Carol Rando

Executive Director
Professional Life Advisors Network (PLAN)