Too many life policies die in underwriting. You do the work, get the “yes,” submit the app—and then it falls apart. In this episode, I’ll walk you through the 8 things you need to do to make sure at least 85% of your life apps actually issue.
We’ll cover:
Using underwriting as a trial close
How to live transfer or follow up for interviews
The two Hail Mary texts that save ghosted clients
Why taking payment upfront protects your client and you
How to calculate real coverage with the LIFE method
This is the exact system I use to write 178 life policies a year, and it’s the difference between writing apps and actually getting paid.
Free download: Life Underwriting Pipeline Cheatsheet → https://trainwell.co/lifeunderwriting-handout