Zurich is publishing new guidance for advisers on the underwriting process for large protection cases.
The provider's underwriting team has developed this latest guide to clarify large case underwriting and help advisers in this market. It provides details on the levels of cover available for clients and the supporting financial evidence that clients are required to submit during the application process, while also explaining the support available to advisers for high net worth clients. To accompany the guide, Zurich has also refined its series of financial questionnaires, in order to make the application process smoother and more efficient for both advisers and their clients. The n...
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