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#294: Understanding Underwriting Principles episode artwork

EPISODE · Jul 16, 2025 · 19 MIN

#294: Understanding Underwriting Principles

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

Underwriting can be a tricky process.But over the last seven years, I've learned that there are some basic principles that can make it simple to learn.Rather than taking months to learn all the nuances an underwriter has to learn, take a few minutes here and learn some principles that will help you think, assess and process appointments from an underwriter's perspective.Watch on YouTube: https://youtu.be/hUKMHkiOjsgIf you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifemattersfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

Episode metadata supplied by the publisher feed · Published Jul 16, 2025

What this episode covers

Underwriting can be a tricky process.But over the last seven years, I've learned that there are some basic principles that can make it simple to learn.Rather than taking months to learn all the nuances an underwriter has to learn, take a few minutes here and learn some principles that will help you think, assess and process appointments from an underwriter's perspective.Watch on YouTube: https://youtu.be/hUKMHkiOjsgIf you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://lifemattersfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

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#294: Understanding Underwriting Principles

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How long is this episode of Agents for Life!?

This episode is 19 minutes long.

When was this Agents for Life! episode published?

This episode was published on July 16, 2025.

What is this episode about?

Underwriting can be a tricky process.But over the last seven years, I've learned that there are some basic principles that can make it simple to learn.Rather than taking months to learn all the nuances an underwriter has to learn, take a few minutes...

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