Know the Basics of DI Underwriting

When you are helping clients think through their options for income protection, you should make sure you have these three essential pieces of information to share with underwriting:
  1. Occupation – You need to know the client’s occupation to help underwriters know the level of risk associated with the job
  2. Medical History – Knowing the client’s medical history can help underwriters make accurate and quick decisions
  3. Income – The client’s income is the primary factor in determining the right maximum benefit amount… supplying this basic information to underwriting will help get clients coverage, making sure their income is protected

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