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Your burning insurance questions answered

Your burning insurance questions answered

Sheldon Hatzantonis
Director at UCLI Consulting
Sheldon Hatzantonis
Director at UCLI Consulting

Your burning insurance questions answered

Sheldon Hatzantonis is an underwriting expert with over 25 years experience in processing, approving and evaluating life insurance applications and claims.

 

In this session, Sheldon answered these burning questions (below) and provided practical strategies advisers can use to improve the experience they provide to clients at the application phase of insurance:

  • What changes can we expect with underwriting as with the October 1st income protection changes?

  • What are the questions we need to ask for pre-underwriting?

  • Many advisers believe insurance is too hard. Given the underwriting challenges. What do you say?

  • Are there things we can say to a client to ensure we get ALL disclosure?

  • If you were an adviser would you be tele-underwriting?

  • What is the future role of underwriting – robots or people? Is it art or science?

 

Check out Sheldon’s LinkedIn HERE

Sheldon’s website HERE

Sheldon’s XY Profile HERE

Sheldon’s email – sheldon@ucli.com.au

21/10/2021 ago

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Marketing

Sheldon Hatzantonis is an underwriting expert with over 25 years experience in processing, approving and evaluating life insurance applications and claims.

 

In this session, Sheldon answered these burning questions (below) and provided practical strategies advisers can use to improve the experience they provide to clients at the application phase of insurance:

  • What changes can we expect with underwriting as with the October 1st income protection changes?

  • What are the questions we need to ask for pre-underwriting?

  • Many advisers believe insurance is too hard. Given the underwriting challenges. What do you say?

  • Are there things we can say to a client to ensure we get ALL disclosure?

  • If you were an adviser would you be tele-underwriting?

  • What is the future role of underwriting – robots or people? Is it art or science?

 

Check out Sheldon’s LinkedIn HERE

Sheldon’s website HERE

Sheldon’s XY Profile HERE

Sheldon’s email – sheldon@ucli.com.au