Common Underwriting Mistakes

Session: May 12th, 202

• Undisclosed medical information leading to a Table D rating results in an automatic decline.

• Replacement forms and illustrations must be dated on or before the application date.

• Names and DOBs must match the existing policy exactly for successful 1035 exchanges.

GLPs & Case Handling

Session: May 5th, 2026

• GLP-1s (Weight Loss vs. Diabetes)

• Avoid Overpromising

• Be Careful Modifying Approved Cases

• Upsell Strategically