Listen "Episode 7-The Perfect Plan Podcast-w/Matt Schiff-Underwriting – The “secret sauce” to get the best rate possible"
Episode Synopsis
Some key insights from this episode:"So that's our goal is to get this person the best rating possible the lowest premium possible And often it takes weeks months sometimes to get that done We work very closely with the client themselves through you and also the doctors that are involved in the care of this patient.""One of the things that your high net worth clients can do is actually go to their physician offices on their next regular office visit and look at their chart And if they've had these special tests like a treadmill done or a pulmonary function test done or a chest x-ray done write down or ask the doctor how did they justify this test Or look at the reason why the test was done because it may be absolutely incorrect And it may come back to bite you especially when you're dealing with a long-term care rider."Learn More About Dennis Bartos:https://www.agencyone.net/cmt-management-team/dennis-bartos-pa/Learn More About Schiff Executive Benefits:https://schiffbenefits.com/