The Art & Science of Underwriting: Auto-bind Limits, Large Cases & AI's Impact

Life Matters – A Penn Mutual Podcast

On this episode of Life Matters, Brian Bertini, Vice President and Chief Underwriter, and Gretchen Dinucci, Head of Mortality Management at Penn Mutual join host and Advanced Sales VP, Bill Bell to discuss the critical role that underwriting and mortality management play in the insurance process, the latest advances, and so much more!

Key Takeaways for Financial Professionals:

1. Auto-bind and Facultative Cases:

• Learn about the implications of recent increases in retention and auto-bind limits.

2. Large Case Management and Coordination:

• Gain insights into the best strategies for managing substantial life insurance cases, including coordination with carriers and reinsurers.

3. Evolution and Future of Underwriting:

• Understand the integration and potential roles of artificial intelligence in underwriting and the importance of keeping up with mortality trends and medical advancements.

Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.

Have a question or comment for Bill? Drop him an email at: [e-mail]

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Presented by Penn Mutual
www.PennMutual.com

This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.

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