Although most advisors are familiar with life insurance’s financial protection and planning benefits, they can be surprised by the complexity of the medical underwriting process and the frictions of ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Medical underwriting is the process of evaluating an application for health insurance ...

In our industry, we hear from advisors who see life underwriting as opaque and confusing, and its “make or break” nature can be frustrating. An unexpected underwriting decision can derail a new ...

Manulife has updated its underwriting AI’s client questionnaire, nearly doubling its instant approval rate to 58% of all ...