Crump Insights

The Rise of Field Underwriting: Ensuring a Successful Experience for You and Your Clients

April 06, 2023 Crump Life Insurance Services
Crump Insights
The Rise of Field Underwriting: Ensuring a Successful Experience for You and Your Clients
Show Notes

Your client may be the picture of health, successful in business, and ready to buy a life insurance policy to protect their family's wealth. But did you know that they smoke marijuana and enjoy skydiving? Not unless you ask them! Field underwriting at the outset of a potential transaction is the most critical stage in the process and determines success, failure, and pricing for your client. In this episode, Adrienne Wilson, Senior Underwriting Consultant at Crump, shares valuable insight on how to approach what can be sensitive topics for you and your clients upfront.