Protection firm Bright Grey has developed an underwriting guide for advisers in the hopes it will both speed up the underwriting process and make it easier to understand.
According to the Edinburgh-based company, the guide will also help IFAs to manage clients’ expectations of the outcome of any possible future claims. The guide gives "hints and tips" on how to fill out an application form and set out guidelines for specific medical conditions. Moreover, it describes the different types of evidence needed as well as the limits for medical and financial underwriting. Stuart Johnson, chief underwriter at Bright Grey, says: “The guide was designed to provide information that will help financial advisers to guide their clients to quicker decisions. "...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
