Insurance Underwriting Secrets Revealed & How to Stay in Good Standing With Your Insurance Company

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  • เผยแพร่เมื่อ 23 ก.ค. 2024
  • Given the continuing trend of insurance companies being more selective in who they offer insurance to and choosing to not renew customers when their policy comes up for renewal, what are insurance underwriters looking for, and what can you do to reduce the chance that you would be non-renewed? We are discussing the secrets of insurance underwriting and helping you stay in good standing with your insurance company in this episode of Wise Money. Joined by Insurance expert Alysia Boehner.
    Season 9 Episode 44
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    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
    Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
    Intro: (0:00)
    Segment 1: (0:11)
    Break 1: (10:29)
    Segment 2: (12:47)
    Break 2: (23:02)
    Segment 3: (25:24)
    Break 3: (35:41)
    Segment 4 (38:52)
    Outro: (49:10)
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ความคิดเห็น • 14

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    @ReyesM-oz9li หลายเดือนก่อน +32

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