Listen "#057: Questionnaires"
Episode Synopsis
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.
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.
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