Cracking the Code: Field Underwriting for Extended Care Planning

Cracking the Code: Field Underwriting for Extended Care Planning

Field underwriting is more crucial than ever in today's extended care market. Are you prepared?

Hear from Krause Agency's Carolyn Vader as she discusses:

  • What field underwriting is and how it benefits both the agent and the client
  • Pitfalls of not conducting proper field underwriting
  • Specific areas you should address in field underwriting like health history, medications, and lifestyle

In addition to exploring the what and why behind field underwriting, Carolyn will also cover how to integrate it into your sales process, including pre-screening tools and resources available to Krause's agents.

Krause Webinars

Don't Miss Our Next Live Webinar!

February 12, 2026
12:00 PM CST

Medicaid Compliant Annuities 101: An Intro to Crisis Planning

Presented By:
Travis Bitters
Medicaid Annuity Specialist