What Underwriters Don't Tell You

In this on-demand webinar replay, Anthony Mento, CFP®, CLU®, moderates a practical discussion with experienced underwriting professionals on why cases fall apart before underwriting even begins—and what top agents do differently to get difficult cases placed.

Topics Covered:

1. Why good agents lose cases before underwriting starts – Common missteps that can derail placement before the case is even reviewed
2. What underwriters won’t tell you about credits and positioning – How stronger framing and case design can improve underwriting outcomes
3. Mental health nuance – Key considerations around anxiety, depression, and ADHD in today’s underwriting environment
4. GLP-1s, testosterone, and peptides – How modern medications and therapies are being evaluated
5. Diabetes and CAD – When preferred offers may still be possible in more complex health situations
6. Real cases: from declined to placed – Practical examples of how tough cases were successfully turned around
7. How AI underwriting improves efficiency – The role of technology in streamlining underwriting and case assessment

Don’t miss this opportunity to sharpen your underwriting knowledge and improve placement outcomes for your clients. Now Available on Demand >>>