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