REGISTER: Overcoming Adversity in LTCI Underwriting
January 23, 2025 | 12:00PM CST
ABOUT THIS WEBINAR:
Join us for an insightful webinar on overcoming one of the biggest hurdles in long-term care insurance sales! Carolyn Vader, Insurance Underwriting and New Business Manager, will break down the complexities of the underwriting process, highlighting key red flags in your clients’ medical records and the critical role of thorough prequalification.
You’ll learn how to gather essential information upfront, communicate effectively with clients, and when to pivot to alternatives like short-term care insurance.
Whether you’re a seasoned agent or just starting out, this session will equip you with the tools to navigate underwriting challenges, better serve your clients, and improve your placement rate.
Carolyn will also cover:
- The top ten reasons for declines or postponements in underwriting
- How to create compelling client support letters
- The appeals process and how to utilize electronic applications (E-Apps) effectively
Reserve your spot now!
ABOUT THE PRESENTER:
Carolyn Vader
Insurance Underwriting and New Business Manager
Carolyn is responsible for managing the underwriting and new business processes from start to finish, including overseeing case management, verifying application requirements, and coordinating with agents and carriers to ensure accuracy and completeness. She also handles reviewing medical and underwriting details, verifying commission splits, regularly checking carrier portals to track application progress, and assisting with adverse decisions by finding alternative products or carriers. Additionally, Carolyn maintains strong relationships with carrier underwriters and case managers and keeps agents informed about application statuses.
VIEW THE ENTIRE LIBRARY!
Enjoy over 30 previous episodes of eAcademy on topics ranging from crisis Medicaid planning strategies to successful for elder law attorneys.
