Illustrations and Underwriting

Our Illustrations can help you to get a better handle on what level of coverage your client is eligible for. Values and underwriting classes can be projected by our staff of skilled professionals with some simple information and the click of a button.

To request an illustration, please click the link online.

The underwriting process is the most important step on your path to place a client with a carrier. Crystal Wealth Management takes a comprehensive approach to the underwriting process and will work tirelessly for you and your clients. Our staff will approach multiple carriers to find the best rates and products for your client and all cases are managed by a seasoned team of underwriting experts.

To speak to one of our experts, please click online or call 212.660.7401