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Episode 121: Financial Underwriting - How to Position Stronger Cases (Part 2)
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Episode 121: Financial Underwriting - How to Position Stronger Cases (Part 2)
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In Part 2 of our underwriting series, Discovery Series: Unplugged goes behind the scenes of financial underwriting with Andrew Lalonde-Welby, Senior Underwriting Consultant at Desjardins Insurance.
Building on the previous episode about holistic underwriting, this conversation focuses on how advisors can better position complex cases through stronger preparation, clearer context, and more effective cover letters.
Andrew breaks down why financial underwriting goes beyond the numbers, including how underwriters think about insurable need, affordability, ownership structures, existing coverage, pending insurance, and the purpose behind the application.
You’ll hear why a well-crafted cover letter can make a meaningful difference, how collaboration with regional sales directors and underwriters can reduce friction, and why telling the client’s full story matters.
For advisors, this episode is a practical reminder: underwriting is not just a decision point. It is a safeguard built to protect clients, advisors, and the integrity of the insurance process.