Speakers: Dennis Bartos, William Nick Beynon

Year: 2019

Don’t miss Dennis Bartos, Chief Medical Underwriter and CEO of Underwriting at AgencyONE and Bill Beynon, President and CEO of Capital Wealth Advisors as they share insights on Large and Complex cases. This session will cover the nuts and bolts and nuances of how to navigate these cases from planning through underwriting to case placement. Through actual case studies, they will cover case design, selling the plan to the decision makers, dealing with other family advisors, carrier selection, the art of underwriting a Jumbo case and how to get these cases placed.Many of the insights shared will have applicability to cases of any size, so this is a MUST ATTEND session for all advisors.Session Takeaways:• While a $100,000,000 case is rare, understanding the sales and planning processes and underwriting hurdles of ANY “Jumbo” case will help you in your next multi-million dollar situation.• The word “Jumbo” does mean VERY LARGE, but it has a completely different and legally enforceable meaning when talking about reinsurance treaties when your case crosses that “Jumbo” line.• Reinsurance activity creates reinsurance concerns. Whether there are multiple carriers soliciting the same reinsurer for capacity or multiple agents creating chaos in the marketplace, when dealing with potential “Jumbo” cases, an agent/agency of record letter is essential.