Simplified Life

Simplified-issue life carriers, products, underwriting. Scripts and processes for serving in families in a diverse marketplace.  Tools & resources for efficiency and profitability.

Lasting Mark Training

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Underwriting Mastery

This training will help you understand the underwriting process and how to master it.

It will help you:

  •  Save time
  •  Apply for the best carrier with the highest chances of approval on your first attempt more often
  •  Build confidence in your skills
  •  Build the client’s confidence in you

This training will help you identify the process and resources necessary to master underwriting so you can confidently increase your placement by putting the client with the right carrier on the first attempt.

We will discuss:

  •  The proper process to follow to gather the information you need from your client
  • The resources available to identify the proper carrier
  •  Best practices to improve your quality of business and the client’s confidence in you

Quality of Business Series

#1: Opportunity

#3: The Stakes

# 2: Activity

Captains Call Replays

March 27 Dantea & Jacob

Feb 13 Sydney Deshotel

Feb 27 Elvir

Jan 23 Patrick France

Carriers

Foresters

Mutual of Omaha (MOO)