FIG EXTRA: Have a Client Need – But Not the Insurance Solution?
You Don’t Need to Know the Insurance Solution Clients do not always arrive with a clearly defined insurance need. Sometimes they bring you an objective: Other times, they bring you …
FIG EXTRA: Your Client Already Understands This DI Conversation
START WITH THE MORTGAGE.The DI conversation gets a lot easier from there. For many clients, “protecting your income” can feel abstract … Protecting the mortgage payment doesn’t. You probably have …
Medical Underwriting Insights on GLP-1s – Ask the Doctor #5
GLP-1 receptor agonists—including well-known brand names like Ozempic, Wegovy, and Zepbound—have transformed weight management and metabolic health. As prescribing rates rise rapidly across the country, insurance advisors frequently encounter clients …
Finding Life Insurability with Coronary Artery Disease – Ask the Doctor #4
Welcome back to Ask the Doctor, brought to you by Fortify Insurance Group. Today, we’re exploring a case that looks like an automatic decline on the surface. However, once evaluated …
Underwriting Diabetes – Ask the Doctor #3: Medical Underwriting Insights for Advisors
Welcome back to Ask the Doctor, brought to you by Fortify Insurance Group! In this episode, host Courtney Wilson and Medical Director Dr. Chelsea Alvarado explore one of the most …