What Underwriters Don't Tell You

If you’ve ever lost a case you should have placed, this 40-minute webinar is for you.

In this on-demand webinar replay, Anthony Mento, CFP®, CLU®, moderates a practical discussion with experienced underwriting professionals on why cases fall apart before underwriting even begins—and what top agents do differently to get difficult cases placed.

1. Why good agents lose cases before underwriting starts – Common missteps that can derail placement before the case is even reviewed
2. What underwriters won’t tell you about credits and positioning – How stronger framing and case design can improve underwriting outcomes
3. Mental health nuance – Key considerations around anxiety, depression, and ADHD in today’s underwriting environment
4. GLP-1s, testosterone, and peptides – How modern medications and therapies are being evaluated
5. Diabetes and CAD – When preferred offers may still be possible in more complex health situations
6. Real cases: from declined to placed – Practical examples of how tough cases were successfully turned around
7. How AI underwriting improves efficiency – The role of technology in streamlining underwriting and case assessment

Watch Replay Now