Valkyrie underwriting training

Train your non-underwriter staff in basic underwriting and upskill your professional life settlement underwriters.

Reach out

Valkyrie underwriting training

Train your non-underwriter staff in basic underwriting and upskill your professional life settlement underwriters.

Reach out

Customized underwriting training

We develop tailored courses, guidelines, and standard operating procedures and facilitate training onsite or via a series of webinars.

Life underwriting training
Life underwriting training

Customized underwriting training

We develop tailored courses, guidelines, and standard operating procedures and facilitate training onsite or via a series of webinars.

Life underwriting training

Self-study life expectancy course

Module 1: Overview of Underwriting

Module 2: How to read & document a medical file

Module 3: Review of Labs (an underwriters perspective) and Practice Cases

Module 4: Underwriting build & blood pressure

Module 5: Underwriting Respiratory Disorders

Module 6: Underwriting Digestive System Disorders

Module 7: Underwriting Endocrine System Disorders

Module 8: Underwriting Nervous System Disorders

Module 9: Underwriting Cognitive Dysfunction & Related Disorders

Module 10: Underwriting Drug & Alcohol Abuse, Liver disease, and Cancer Risks

Module 11: Underwriting Genitourinary System Disorders & Cancer risks

Module 12: Underwriting Circulatory System Disorders

Module 13: Underwriting Hematological Disorders & Cancer Risks

Module 14: Underwriting Musculoskelatal Disorders

Module 15: Underwriting Cancer Risks

Module 16: Utilizing Pharmacology in Underwriting

Module 17: Older Aged Underwriting: Understanding Mortality risk; Preferred, Standard, and Impaired Risk on individuals >65 through Centenarians

Module 18: Underwriting Methodology & Tools: Debit/Credit Systems, Navigating the Underwriting Manual and Mortality Tables

Module 19: Developing an Underwriting Assessment, MD referral overview, and supporting your decision

Ongoing support

We use the proprietary Valkyrie underwriting manual that incorporates both life expectancy and life insurance underwriting.

Contact us to register.

Life underwriting training

Upcoming webinars

Life underwriting training

Upcoming events

Underwriting Leadership Discussion Group

July 2023 (Date TBD). Aurora, CO

Thursday, September 28. Location TBD. 

Thursday, November 9. Denver, CO. Onsite & Virtual option.

2023 Women’s Leadership Gathering

Friday & Saturday, September 29 – October 1st. Following the Underwriting Leadership Meeting taking place on September 28. Denver,CO.

Contact us to register.

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