Who's On First? Tracking the
Ongoing Underwriting Changes
Tuesday, May 19th
11:00 AM - 12:00 PM PST
2:00 PM - 3:00 PM EST

Recent weeks have seen a flood of announcements from the insurance carrier community regarding underwriting capacity, rider availability, table rating restrictions and more. The pace of it has been, quite simply, overwhelming. Cavalier Associates invites you to spend an hour with Ken Turscak as they begin what will undoubtedly be an ongoing project as the coronavirus pandemic plays out: Creating clarity regarding what you can expect from underwriting and new business departments for the foreseeable future.

Topics include:

  • A discussion of critical underwriting policy changes for clients at older ages, with health histories that would result in a table rated offer or with a history of certain “co-morbid” conditions relative to COVID-19
  • A closer look at the current Jumbo, Auto-Bind and Retention Limits available today
  • Changes to both Temporary Insurance Agreements, Good Health Statements and even Grace Periods in response to the pandemic
  • A summary of the expanded accelerated underwriting and other capabilities with our insurers

Ken Turscak has more than twenty-five years of underwriting experience. In 2017, he and his team were responsible for assisting with the placement of more than $60 million of target life insurance premium.