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TBA's Life Insurance Link Up


Jul 14, 2023

John Felton sits down with Dr. Robert Frank, Medical Director for LIBRA Insurance Partners, to get Dr. Frank’s expertise and insight on the following when it comes to impaired risk cases in life insurance:

  • How does Dr. Frank help advisors like you and brokerages like TBA in the impaired risk space
  • Recurring impaired risk ailments that are worth challenging a carrier on for a better rating
  • The #1 mistake advisors or insureds make when it comes to medical underwriting when applying for insurance
  • What piece of advice Dr. Frank would give to advisors when they encounter impaired risk cases

For impaired risk questionnaires, to schedule a time to speak to TBA’s impaired risk specialist, or to get you in contact with Dr. Frank: https://www.tba.com/quotes-and-underwriting/impaired-risk-questionnaires/

This is a re-release of a 2022 episode.