Knowledge
Optimum Academy
Case Notes
Optimum Re takes pride in the expertise of our underwriting team. Below are Case Notes where our underwriters discuss real-world cases, underwriting challenges, and risk assessment considerations. These educational reviews provide practical insights into complex life insurance underwriting decisions.
https://youtu.be/psEBeCBS3io
Case Note - Hodgkin's Lymphoma Risk Assessment
Amy Douglas, La'Tia Tillman
https://youtu.be/MYsDK-zwCKA
Case Notes - Build with Elevated A1C Risk Assessment
Amy Douglas, La'Tia Tillman
https://youtu.be/yyb6aL_R7n4
Case Notes - Foreign Travel- 52M $20M
Kevin Cheng, Richard Camire
https://youtu.be/oLqG_fRdHvc
Case Note - Financial/ Legal Case - 35M $100M
Kevin Cheng, Richard Camire
https://youtu.be/jGX9ln_HeOk
Case Note - Hodgkin's with Depression - 42F $200k
Jill Thompson, Lisa Burger
https://youtu.be/03hO69KAB6M
Case Note - Depression Risk Assessment
La'Tia Tillman, Richard Camire
https://youtu.be/OKy5Y68TVL0
Case Note - Name, Image, and Likeness - 23M $1.5M
Amy Douglas, La'Tia Tillman
https://youtu.be/qwQmvKvxLs0
Case Notes - Disability Due to Work Accident - 37M $2
Jill Thompson, Lisa Burger
https://youtu.be/Qh5ZUuce4Co
Case Notes -Diabetes - 47F $1M
Marc Tchitembo, Larry Demshar, Richard Camire
https://youtu.be/x2S38dS9bXw
Case Notes - Diabetes with abnormal Echo - 51M $500k
Larisa Emes, Richard Camire, Lisa Burger
https://youtu.be/6BdKvrbFXn8
Case Notes - Asthma - 69M $250k
La'Tia Tillman, Kevin Cheng, Lisa Burger
https://youtu.be/3oQoJSGr7Lw
Case Notes - Asthma and COPD - 53F $1M
Jill Thompson, Anastasia Jaegerman, Lisa Burger
https://youtu.be/f4wvCarin9M
Case Notes - OSA and Asthma - 33F $200k
Kevin Cheng, Jill Thompson, Lisa Burger
https://youtu.be/9X1Dm3irwWc
Case Notes- OSA with UPPP
Larry Demshar, La'Tia Tillman, Anastasia Jaegerman
https://youtu.be/7SjdYxaMDgI
Case Notes - NT proBNP
Richard Camire, La'Tia Tillman
https://youtu.be/RWuEqVmmk1c
Case Notes - CAD
Jill Thompson, Richard Camire
https://youtu.be/wROcg2P1MTE
Case Notes - CACS
Kevin Cheng, Lisa Burger
https://youtu.be/ukeEfR-oyb4
Farm Valuation
Kevin Cheng, Lisa Burger
https://youtu.be/rx9w56TDGUQ
Business Financials
Lisa Burger, Richard Camire
Sleep Apnea
Richard Camire, Kevin Cheng, Jill Thompson
History of Prostate Cancer
Dave Barrett, Richard Camire, Anastasia Jaegerman
Diabetes
Dave Barrett, Anastasia Jaegerman, Jill Thompson
History of Heart Disease with a High Amount
Dave Barrett
History of Drug Use
Kevin Cheng, Anastasia Jaegerman, Jill Thompson
Mild Pulmonary Hypertension
Dave Barrett, Richard Camire, Jill Thompson
Elevated A1C
Dave Barrett, Kevin Cheng, Jill Thompson
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