Advanced Life Underwriting

Definition of "Advanced life underwriting"

Erika Larios-Grimaldi real estate agent
Erika Larios-Grimaldi, Real Estate Agent La Rosa Realty LLC

Process of analyzing complex personal and business cases according to tax and estate planning requirements to determine life insurance needs. The family life agent or underwriter normally does not become involved in complex business or personal cases, but draws on the expertise of the advanced life underwriter when needed.

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