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Navigating immigration and travel in underwriting
Manage episode 454008982 series 3364077
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DeeAnn and Underwriting Consultant Franzi Steven discuss the intricacies of immigration and travel in underwriting. They explore challenges and opportunities for advisors with new immigrants to Canada, the importance of understanding residency requirements, and the impact of temporary accommodations on policy persistency. Franzi shares insights on financial underwriting, considerations for international students, and guidelines for foreign travel.
Tune in for practical advice and a deeper understanding of how these factors influence underwriting decisions. Don't miss this informative and engaging conversation!
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