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Degrees
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BS Human Medicine, Certified Physicians' Assistant, Advanced Life Underwriter and Lifetime Estimation Evaluator. Advanced Underwriting of Senior Life Preferred Risk
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My Expert Service
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Detailed analysis of older age risk (75+)for preferred life insurance risk purposes with consultation and assistance preparing the applicant for the insurance application process. Complete review and report of clients health status and lifetime estimates. Suggestions for possible improvement where appropriate. Life estimates are an aid for estate planning purposes, match estate plans with lifetime expectations. Determine suitability for re-writing life insurance policies and avoid costly mistakes
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Experience & Qualifications
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Clinical Experience in Adult Internal Medicine, ER and Hospital based Medicine. 20+ years of risk evaluation for life insurance and annuity underwriting. Senior Management experience in running large risk evaluation department. Also used underwriting as a competitive sales tool and assisted in the marketing/sales effort.
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Available Modes Of Communication
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email/chat
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Contact
bill ratz
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