Life Insurance is a critical tool in financial, estate and business planning. Case design and underwriting are the two critical factors in completing your cases.
Cases are very often lost during the medical and financial underwriting process and not necessarily because the client couldn’t qualify for either. We have been very successful at reviving or saving cases that have been lost due to not positioning the case properly with the carrier both medically and financially depending on the circumstances. We have also seen countless jumbo cases lost or severely compromised because of lack of knowledge on how to orchestrate and package these very complex cases. Our knowledge and expertise in underwriting all manner of clients from the less affluent to the ultra high net worth, have created new opportunities for advisors that were lost previously or they didn’t think existed. This provides you the ability to deliver for clients where perhaps you didn’t think possible previously.
Your VMG Team will assist you with:
- Discussion to come up with a custom case design to fit your clients needs
- Preliminarily underwrite clients(s)
- Provide you with Successful Strategies to help with advanced Estate or Business Planning cases
- Comprehensive Policy Reviews
View the links below for information to help you when meeting with your clients:
VMG is happy to provide you with all the forms necessary. Please contact VMG for the login information.
