Senior Underwriting Deep Dive

This is the most specialized session in the series — built for agents, adult children helping a parent apply, and seniors who want to understand the process before they start.

We go deep on the AG-2662 simplified application: the six question categories that determine the outcome, how medications map to underwriting results, and the clear framework for determining whether a senior lands on level coverage, graded coverage, or a decline.

We cover four real senior profiles with actual medications and outcomes, and spend dedicated time on how to present graded coverage in a way that builds confidence rather than doubt.

If you've ever had a senior say "I probably can't get coverage" — this session is the preparation that changes that conversation.