“Financial underwriting and the ‘art’ of reading financial statements
and other financial documents”
Olivier Courteaux, PhD
Underwriting Specialist – Chief Underwriting Team, London Life
Reviewing a case financially is a critical part of the underwriting process and often presents significant challenges for the underwriter. In truth, many of us find the medical aspect of our job a lot less daunting, if anything because the financial situations involved are pretty much infinite. As a result, the existing guidelines need to be approached with a great deal of flexibility. Among the myriad of financial documents available, personal and corporate financial statements can be particularly difficult to assess. This talk proposes to review the best and easiest ways to go through financial statements, while avoiding headaches.
LOCATION: Munich Re – 390 Bay Street ~ Floor 27 Toronto, ON
DATE: September 19, 2018
Presentation Begins: 6:00pm ~ Check In 5:00pm
Menu: Buffet Style
Please RSVP by September 14th, 2018: email@example.com
Cheques Mailed to: Seema Samad c/o LOGiQ3
60 Adelaide Street East, Suite 1300 Toronto, ON M5C 3E4
Registration Fee: $45.00/person (non-refundable) – All attendees must be registered.
Please make cheques payable to: The Underwriters Association of Toronto
Updated August 16, 2018