Not Your Average Financial Podcast™

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

Listen Later

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

    ...more
    View all episodesView all episodes
    Download on the App Store
    Not Your Average Financial Podcast™By Not Your Average Financial Podcast™
    • 4.7
    • 4.7
    • 4.7
    • 4.7
    • 4.7

    4.7

    122 ratings

    More shows like Not Your Average Financial Podcast™

    View all
    BiggerPockets Real Estate Podcast by BiggerPockets

    BiggerPockets Real Estate Podcast

    16,776 Listeners

    Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

    Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

    3,876 Listeners

    Creating Wealth Real Estate Investing with Jason Hartman by Jason Hartman

    Creating Wealth Real Estate Investing with Jason Hartman

    536 Listeners

    The Best Ever CRE Show by Joe Fairless

    The Best Ever CRE Show

    991 Listeners

    Rental Income Podcast With Dan Lane by Rental Income Podcast

    Rental Income Podcast With Dan Lane

    829 Listeners

    Get Rich Education by Real Estate Investing with Keith Weinhold

    Get Rich Education

    605 Listeners

    Main Street Business by Mark J Kohler and Mat Sorensen

    Main Street Business

    586 Listeners

    Passive Real Estate Investing by Real Estate Investing with Marco Santarelli, Investor and Entrepreneur.

    Passive Real Estate Investing

    971 Listeners

    Real Wealth Show: Real Estate Investing Podcast by Kathy Fettke / RealWealth

    Real Wealth Show: Real Estate Investing Podcast

    414 Listeners

    Tax Smart Real Estate Investors Podcast by Hall CPA

    Tax Smart Real Estate Investors Podcast

    422 Listeners

    The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

    The WealthAbility Show with Tom Wheelwright, CPA

    517 Listeners

    Real Estate Investing with Coach Carson by Chad Coach Carson

    Real Estate Investing with Coach Carson

    616 Listeners

    Ken McElroy Show by Ken McElroy

    Ken McElroy Show

    720 Listeners

    Real Estate Rookie by BiggerPockets

    Real Estate Rookie

    1,840 Listeners

    PassivePockets: The Passive Real Estate Investing Show by PassivePockets, Jim Pfeifer, and Left Field Investors

    PassivePockets: The Passive Real Estate Investing Show

    129 Listeners