Underwriting for disability income insurance has the reputation of being difficult, but it does not have to be, writes Kim Sholtis in the March/April 2019 issue of Advisor Today.
A little inside knowledge can go a long way, especially when you’re eager to manage expectations and avoid surprises, writes Sholtis, a senior individual disability income underwriting consultant with Ohio National Financial Services. Knowing how the process works can help you make the application easier, more transparent, and ideally more predictable to you, your clients, and your prospects.
Read the rest of this article here and learn helpful hints for simplifying this important task. A good understanding of this process will come in handy as you look for success in your DI sales during Disability Insurance Awareness Month.