Stop Loss Renewal Roadmap With David Kesler

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It's THAT time of the year when brokers and underwriters should put aside their differences and start speaking the same language of BUSINESS for clients' sake.

However, lots of brokers describe the process of dealing with underwriters as "painful and difficult."

That's why Heads Up Adviser and Virtue Health team comes to save the day. And the renewal season, of course.

TUNE IN for the latest episode
[STOP LOSS RENEWAL ROADMAP] with leading underwriter from Virtue Health - David Kesler.

David will walk you through the entire process of dealing with underwriters and explain complicated terms in the simplest way possible.

Here's what you'll learn:

✔️ Preliminary renewal period. 

✔️ How to discuss the plan options, changes, and marketing with the client

✔️ Firm renewal

✔️ Medical review & negotiation process

✔️ 10-day lock period and signature

✔️ Carrier policy application

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Don't forget that you can set up a 15-minute STRATEGY with John Sbrocco, and find out how you can take your business to the next level. 

CLICK HERE for choosing date / time. 

To a better you!

John Sbrocco and Craig Lack

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