Edition 37 – Jeff Stanzel & Steve Kambasis

Edition 37 – Jeff Stanzel & Steve Kambasis

Advocis Coffee Talks

About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.

Play Video

Asking the Right Questions in Field Underwriting In this edition of Coffee Talks, Jeff Stanzel, Director, Business Development – Ontario of PPI and Steve Kambasis, VP & Chief Underwriter, Canadian Business of Exam One present a templated process that can help advisors navigate the overwhelming and sometimes frustrating process of field underwriting.

Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.

Comments are closed.