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Financial Justification1 (4)[2]

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Sample presentation Training in Case Management at AccuQuote

Wirtschaft & FinanzenBusiness
1 von 17
FINANCIAL JUSTIFICATION Welcome to our financial justification class….
What is Financial Underwriting? ,[object Object]
Why Financial Underwriting is important? ,[object Object],[object Object]
Company Ages 31-35 36-40 41-45 45-50 51-55 56-60 61-65 Over to 30 65 American 25X 25X 25X 20X 20X 15X 10X 10X 5X General Over 71-Individual   Consideration Banner 30X 30X 30X 25X 25X 20X 15X 15X 66-70=5X-10X Life 71 & Up by   Individual Consideration Genworth and 30X 30X 30X 20X 20X 15X 15X 10X 66-69-10X Genworth NY 70 & Up-5X Liberty Life 20X 20X 20X 15X 15X 10X 10X 7X 3-4X Protective 20X 20X 18X 16X 14X 12X 8X 8X 6X Life & Ann Pruco 30X 25X 25X 20X 20X 15X 15X 10X   Age 66-70  10X Prudential * Age 71-80 5X ReliaStar 30X 25X 25X 20X 20X 15X 15X 10X   Age 66-70  10X Age 71+ Individual Consideration Transamerica 25X 25X 25X 20X 20X 15X 10X 10X   Age 66-70  5X TANY Age 71+ Individual Consideration US Life 25X 25X 25X 20X 20X 15X 10X 10X 5X Over 71-Individual Consideration West 20X 20X 18X 16X 14X 12X 10X 8X 6X Coast William 30X 30X 30X 25X 25X 20X 15X 15X 66-70-5X Penn 71 & Up by   Individual Consideration
Income Replacement ,[object Object],[object Object]
Applicants without Income ,[object Object],[object Object],[object Object],[object Object]
Non-Working Spouse ,[object Object],[object Object]
Business Insurance ,[object Object],[object Object]
Bankruptcy ,[object Object],[object Object],[object Object],[object Object]
Insurable Interest ,[object Object]
Exercise ,[object Object]
Exercise 2 ,[object Object],[object Object],[object Object]
Call is made after we confirm the total amount the PI can qualify for. Always check to make sure the carrier is correct and took everything into consideration. (Check related cases if available.)
Keep In Mind ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Preparing for a Call ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Can you handle a financial call? ,[object Object]
Thanks for coming…..!!

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Financial Justification1 (4)[2]

  • 1. FINANCIAL JUSTIFICATION Welcome to our financial justification class….
  • 2.
  • 3.
  • 4. Company Ages 31-35 36-40 41-45 45-50 51-55 56-60 61-65 Over to 30 65 American 25X 25X 25X 20X 20X 15X 10X 10X 5X General Over 71-Individual   Consideration Banner 30X 30X 30X 25X 25X 20X 15X 15X 66-70=5X-10X Life 71 & Up by   Individual Consideration Genworth and 30X 30X 30X 20X 20X 15X 15X 10X 66-69-10X Genworth NY 70 & Up-5X Liberty Life 20X 20X 20X 15X 15X 10X 10X 7X 3-4X Protective 20X 20X 18X 16X 14X 12X 8X 8X 6X Life & Ann Pruco 30X 25X 25X 20X 20X 15X 15X 10X   Age 66-70  10X Prudential * Age 71-80 5X ReliaStar 30X 25X 25X 20X 20X 15X 15X 10X   Age 66-70  10X Age 71+ Individual Consideration Transamerica 25X 25X 25X 20X 20X 15X 10X 10X   Age 66-70  5X TANY Age 71+ Individual Consideration US Life 25X 25X 25X 20X 20X 15X 10X 10X 5X Over 71-Individual Consideration West 20X 20X 18X 16X 14X 12X 10X 8X 6X Coast William 30X 30X 30X 25X 25X 20X 15X 15X 66-70-5X Penn 71 & Up by   Individual Consideration
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  • 13. Call is made after we confirm the total amount the PI can qualify for. Always check to make sure the carrier is correct and took everything into consideration. (Check related cases if available.)
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