Advanced Case Design

This area is a broad brush over complex estate and financial planning techniques. Do not overlook these concepts. Many of the largest life insurance cases stem from this category. We have multiple resources to assist you with individual coverage for concepts such as estate planning, special needs trusts and business protection for key employee benefits, buy sell arrangements etc.

UNDERWRITING SERVICES

Underwriting is fundamental to insurance. Underwriting is not limited to health and medicine. It includes avocation and financials as well as family history and a motor vehicle report. The newest component of underwriting has been the inclusion of the prescription drug database. When combined, underwriting becomes more than just the medical information; it provides a complete summary of a client.

Field underwriting beforehand can save a lot of time and effort. At Taber Brokerage, we strive to position your client with the proper insurance company for an acceptable offer. If you have a case with underwriting challenges, declined or otherwise, please let us have a look.

2537 S. KELLY AVENUE SUITE D., EDMOND, OK 73013
TELEPHONE (405) 235.4610 | TOLL FREE (800) 627.3100
FAX (405) 235.4630
INFO@TABERBROKERAGE.COM