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Underwriting: Underutilized & Undervalued – One Hour CE Credit
September 21, 2021 @ 10:00 am - 11:00 am
Never too late for education!
We’re making your ‘back-to-school’ as easy as ABC! Join us for this webinar on
September 21, 2021
10:00 a.m. – 11:00 a.m. (Arizona time)
No registration fee for NAIFA-Arizona members
Program qualifies for One Hour CE Credit
To register: click on the following link. After registering, you will receive a confirmation e-mail containing information about joining the webinar
https://allegisag.zoom.us/webinar/register/WN_X45rMCetRo2UxJ3hLzFLjw
“Underwriting: Underutilized & Undervalued”
This course will cover:
Types of Underwriting and go into Non-Medical, Financial Underwriting (Personal and Business Life Insurance), Medical Underwriting (Past and
Current History), and include case studies.
Carriers are not all the same. Important to understand each part of the underwriting and how each can
help your case in order to get your client the best offer possible.
Presenter: Barney Tanner
Barney is the National Brokerage Director of Allegis Advisor Group in South Jordan, Utah. He specializes in business-owned life insurance, retirement planning and impaired risk underwriting. Prior to beginning his career as an insurance professional, he spent over 10 years in the middle management of the finance and accounting field. He began his insurance career as an agent with New York Life. After five years, he shifted into the brokerage world, here he works with independent insurance agents/agencies! Barney earned his BS in Business Administration from the University of California and earned an MBA from the University of Phenix.