Not Your Average Financial Podcast™

Episode 322: Navigating the Underwriting Tunnel of Chaos with Amanda Neely

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In this episode, we ask:

  • Have you ever been stuck?
  • What about the uncertainty?
  • What about the waiting?
  • What is the underwriting tunnel of chaos?
  • Who is Amanda Neely?
  • What about a frank conversation?
  • What about frustration?
  • What about making the world a better place?
  • What about transforming how money works?
  • What about Bank on Yourself®?
  • What are the misconceptions?
  • Who can qualify?
  • What is bananas?
  • What about health?
  • What about giving blood, urine and medical records?
  • What about assumptions?
  • Are you too old?
  • Are you too young?
  • Are you too sick?
  • Are you healthy?
  • Do you have too many pre-existing conditions?
  • Do you have unusual circumstances?
  • What about being pregnant?
  • What about financial details?
  • What about getting something that is hard to get?
  • What is it like going through underwriting?
  • Who is the owner?
  • Who else could be the insured?
  • What scenarios are possible after a decline?
  • What are some family strategies?
  • What about spouses?
  • What is a table rating?
  • What about smokers?
  • What about being postponed?
  • What about trying again?
  • What about the steps?
  • What about pro-tips?
  • What about direct primary care (DPC)?
  • What is an attending physician’s statement (APS)?
  • How can an applicant get access to their APS?
  • Why do we need medical information with life insurance?
  • What’s the difference between a possible claim and a guaranteed claim?
  • How is life insurance different from property and casualty insurance?
  • What about guarantees?
  • Why are the insurers so selective?
  • What about a common competitor?
  • What about adverse selection?
  • What about converting term insurance?
  • Would you like to hear Episode 187?
  • What is the problem with converting to indexed universal life (IUL) insurance?
  • Why are IUL premiums going up?
  • What is the accelerated underwriting program?
  • Why is this a good deal for the insurer?
  • What is good news for the whole life insurance policy holder?
  • Would you like to reach out to Amanda Neely at wealthwisdomfp.com?

    • Amanda Neely, CFP® is a Certified Financial Professional® and Bank on Yourself® Professional, who uses her years of experience in business growth to develop personalized financial strategies for individuals, couples, and entrepreneurs. She works with people to find their unique path to financial freedom. Reach out to Amanda at www.wealthwisdomfp.com

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