Bernie Connell (Senior Underwriting Consultant)

Biography

As Senior Underwriting Consultant, Bernie works closely with Capitas principals, marketing and new business staff, as well as point of sale, providing support of field underwriting pre-sale questions and informal and formal life insurance application processing. Connell assists in reviewing medical and financial information of impaired risk, rated and declined life insurance applicants and provides recommendations on how best to present and submit client applications in order to obtain the best offer, product, pricing and placement.

Bernie has more than 25 years of experience in the life and health insurance industry where he specializes in impaired risk and financial life underwriting. Before joining Capitas and Tellus Brokerage, Bernie held senior brokerage underwriting positions with Prudential and MetLife Brokerage.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.