Mutual Income Solutions: Underwriting Best Practices

Mutual Income Solutions: Underwriting Best Practices

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With Mutual of Omaha’s Mutual Income Solutions product, our goal is to provide the best possible offer of disability income insurance to help protect your client’s income. Each case is carefully evaluated based on three underwriting criteria: occupation, health and income.

In this session, you learn our Mutual Income Solutions underwriting best practices and how effective field underwriting can help increase your placement rate.