April 8, 2025

Topic(s): Underwriting

A Space Odyssey: Navigating the Mysteries of Underwriting
Presented by: Meisha Brannan

In this webinar, fee-only advisors will explore the four key areas that underwriters examine when assessing risk, providing a deep dive into the essential areas of focus. We will discuss the role of technology and how it acts as a powerful rocket, propelling the underwriting process forward and making it more efficient. We will navigate the “universe” of underwriting paths, learning to distinguish between Automated, Accelerated, and Full underwriting. By the end, you will be equipped to chart your client’s course through the various underwriting stages with precision.