No matter how great your prospect is, no matter how innovative the product, advisors know that underwriting can make or break even the best of cases.
We have found that doing homework on the front-end–finding the best match between the client’s profile and needs on one hand, and the carrier’s product and underwriting on the other–tends to yield the most favorable underwriting outcome for both you and your client.
At Wealth Designs Advisors Group, we draw on over 30 years of industry expertise, up-to-date knowledge of today’s cutting edge products, and relationships with underwriters at some of the nation’s top insurance carriers to help our advisors best position themselves for underwriting success.
Alan Watson, CLU, ChFC
Life, LTC, and DI Division