#057: Questionnaires

from Agents for Life! · host Matthew Wilson, Agent for Life

If you've written even a couple of policies, you've likely come across a questionnaire or two. And if you don't understand what they're all about, a missed questionnaire can begin to unravel a policy application. Here are some thoughts on what they are, how they work and when to take extra precautions to ensure you have everything a carrier might need to complete the application on your client. Along with a few thoughts about the end of the year. Sorry, I couldn't help it.  To protect your mind, keep listening. To protect your family, contact us. To change your life, join our team.

Episode metadata supplied by the publisher feed · Published Dec 19, 2020

What this episode covers

If you've written even a couple of policies, you've likely come across a questionnaire or two. And if you don't understand what they're all about, a missed questionnaire can begin to unravel a policy application. Here are some thoughts on what they are, how they work and when to take extra precautions to ensure you have everything a carrier might need to complete the application on your client. Along with a few thoughts about the end of the year. Sorry, I couldn't help it. To protect your mind, keep listening. To protect your family, contact us. To change your life, join our team.

PodParley-generated summary based on available episode metadata and transcript content.

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#057: Questionnaires

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This episode was published on December 19, 2020.

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