March 21, 2023 @ 1:00 pm – 2:00 pm


When you think about life insurance underwriting, often the first things that come to mind are age, gender, and medical history – all factors that play a large part in the life insurer’s underwriting process. When working in the advanced markets space, clients however may be surprised to learn that financial underwriting plays an important role as well. Today’s conversation will cover “what is financial underwriting” and “what role does an agent play”. We’ll also cover key financial underwriting guidelines at OneAmerica.

Join Kelly Hall, Advanced Strategies Director, Susan Hennis, AVP Underwriting, and Jim Kontopoulos, Field Product Director from OneAmerica, as they dive into the topic of financial underwriting in the advanced markets space.

As always, we’ll have a Q & A at the end of the webinar for you to get answers to any questions.
  • Tuesday, March 21
  • 1 p.m. ET