Our medical underwriting expertise
Medical underwriting is the process of using clients' medical or health information to better assess their anticipated life expectancy. Our detailed and thorough understanding of this information means that we're able to identify all the conditions, illnesses or injuries that could impact a clients' life expectancy. We can therefore understand how this might affect their financial requirements in retirement.
Our process aims to collect the maximum relevant information with minimal disruption, via methods such as:
- health questionnaires
- and via a General Practitioner's report.
To understand how our approach to underwriting impacts the products and services we offer, why not take a look below: