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As a Insurance Underwriter Learn to ask Great Questions

  • Writer: William Ribardo
    William Ribardo
  • Nov 14, 2024
  • 1 min read

Before you start make sure families are okay with answering personal questions.

On a scale of 1 to10

How dependent is your family on you?

On a scale of 1 to 10

How concerned are you for your retirement?

On a scale of 1 to 10

How does a structured funded plan for your retirement rate?

Can you provide me with your full name, date or birth, whether or not you smoke and any health issues you may have?

Can you tell me how much debt you currently have including credit cards, car loans,mortgage, medical bills or personal loans?

What is your current family annual income?

What assets do you have like a bank savings, certificate of deposit, stocks, bonds, 401k or annuities?



 
 
 

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