What I can do

I can help remove the uncertainty around the variable income from protection cases. I can offer:

• Tailored training on products and underwriting specific for Life, Critical Illness and Income Protection
• An effective approach to pre-application questions and selection of insurers for products and underwriting factors
• Development of appropriate underwriting journeys for those wishing to launch a different proposition
• Guidance as to possible approaches on individual applications
• A qualified second opinion and information to challenge decisions where appropriate
• Explanations to individuals who want more information on an underwriting decision
• Access to medical experts to assist in all of the above

What I won’t do

• Put undue pressure on insurers or reinsurers to change an underwriting decision
• Work with companies in direct competition with one another
• Add complexity and complications to justify my existence

If you ever think that I am breaking these promises please shout and holler loud and call me to account!

Mental Health Training for Intermediaries

Find out more HERE.