Valkyrie underwriting training
Train your non-underwriter staff in basic underwriting and upskill your professional life settlement underwriters.
Valkyrie underwriting training
Train your non-underwriter staff in basic underwriting and upskill your professional life settlement underwriters.
Customized underwriting training
We develop tailored courses, guidelines, and standard operating procedures and facilitate training onsite or via a series of webinars.
Customized underwriting training
We develop tailored courses, guidelines, and standard operating procedures and facilitate training onsite or via a series of webinars.
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.
Upcoming webinars
Upcoming events
Underwriting Leadership Discussion Group
Thursday, March 23. Denver, CO. Onsite & Virtual option.
Tuesday, June 20. Hollywood Beach Resort, FL. Before the SEHOUA meeting. Onsite & Virtual option.
Thursday, September 14. Kansas City, MO. Following the MUC meeting wrap-up. Onsite & Virtual option.
Thursday, November 9. Denver, CO. Onsite & Virtual option.
2023 Women’s Leadership Gathering
Friday & Saturday, November 10th & 11th. 8 AM to 5 PM. Dever,CO.
Contact us to register.