Friday, December 05, 2008
Understanding the Underwriting Challenges of the Age 65+ Market
When working with an older client in the planning process, the individual’s health may be a critical component of the underwriting equation. Right from the start, there are certain issues that should be taken into consideration. Here are the three most important:
1. Are there insurability issues?
2. Should this be an individual policy or a second-to-die (survivorship) policy?
3. What is the best way to solve estate preservation concerns?
Understanding the Underwriting Challenges of the Age 65+ Market
Source: Life Insurance Selling
1. Are there insurability issues?
2. Should this be an individual policy or a second-to-die (survivorship) policy?
3. What is the best way to solve estate preservation concerns?
Understanding the Underwriting Challenges of the Age 65+ Market
Source: Life Insurance Selling
Permalink posted by armandn @ 11:09 AM 
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