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  2. Medical underwriting - Wikipedia

    en.wikipedia.org/wiki/Medical_underwriting

    Medical underwriting is a health insurance term referring to the use of medical or health information in the evaluation of an applicant for coverage, typically for life or health insurance. As part of the underwriting process, an individual's health information may be used in making two decisions: whether to offer or deny coverage and what ...

  3. Independent financial adviser - Wikipedia

    en.wikipedia.org/wiki/Independent_Financial_Adviser

    The term was developed to reflect a United Kingdom (UK) regulatory position and has a specific UK meaning, although it has been adopted in other parts of the world, such as Hong Kong. The term "independent financial adviser" was coined to describe the advisers working independently for their clients rather than representing an insurance company ...

  4. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice.

  5. Do I Need a Financial Advisor or Insurance Agent? - AOL

    www.aol.com/finance/financial-advisor-insurance...

    That may include buying life insurance, long-term care insurance, annuities or other insurance products. Knowing how a financial advisor can help you vs. what an insurance agent can do for you can ...

  6. Utilization management - Wikipedia

    en.wikipedia.org/wiki/Utilization_management

    Utilization management (UM) or utilization review is the use of managed care techniques such as prior authorization that allow payers, particularly health insurance companies, to manage the cost of health care benefits by assessing its medical appropriateness before it is provided, by using evidence-based criteria or guidelines.

  7. Independent insurance agent - Wikipedia

    en.wikipedia.org/wiki/Independent_Insurance_Agent

    Independent agents are independent contractors for the insurance companies they represent. Several companies may authorize the agent to sell for them, but the agent remains an independent businessperson. While the agent collects commissions, they do not collect a salary from the companies they represent. On average, independent agents work with ...

  8. Is There Actually a Difference Between A Money Advisor & Adviser?

    www.aol.com/finance/actually-difference-between...

    Whether you spell it with an "e" or an "o," a financial advisor can help you set goals, […] The post Advisor’ vs. ‘Adviser’: What’s the Difference? appeared first on SmartReads by ...

  9. Insurance - Wikipedia

    en.wikipedia.org/wiki/Insurance

    An entity which provides insurance is known as an insurer, insurance company, insurance carrier, or underwriter. A person or entity who buys insurance is known as a policyholder, while a person or entity covered under the policy is called an insured. The insurance transaction involves the policyholder assuming a guaranteed, known, and ...