Underwriting

Underwriting: Life insurance companies, like companies in other industries, are continually exploring new solutions to meet the demands of a changing marketplace. A significant factor in product design is their comparative ability to adequately assess and measure medical, occupational and other mortality risk factors.

Underwriting is an extremely important and delicate step in the process of securing life insurance coverage. Through our experience and expertise, Retirement & Insurance Resources’ role is to optimize the efficient pricing of your policy portfolio with the most competitive and highly rated insurance carriers. With the assistance of M Financial’s special team of internal underwriting specialists and unique carrier relationships, we can seek, access and negotiate with the companies that best match your particular circumstances – creating a clear path to policy placement.