Insurance: Underwriting - the Hidden Gatekeeper
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Insurance: Underwriting - the Hidden Gatekeeper
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In the last of our four episodes on personal insurances, we chat with Karl, an underwriter from a Life insurance provider.
If you've felt confused about how underwriting works, unsure about some of the differences between Group and Retail policies, and what the deal is with medical issues like Diabetes, or using medication like PrEP - then this episode is for you.
Enjoy!
Suzanne & Trish
Email: moneytalkrealtalkpod@gmail.com
Disclaimer
The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need.
Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.