Updated September 6, 2023, at 4:28 PM
One of the main reasons some of my private clients hate offering life insurance to their clients is that they don’t want to put their relationship at risk because of the unpreventable headache that is underwriting.
They’ve been burned in the past when a case goes south quickly because of underwriting complications. This can lead to their client losing faith and becoming upset with them, inevitably causing the loss of all lines of business with that client.