Managing Policy Conversions During the Covid Crisis
The Covid-19 shutdown has had a profound effect on HOW advisors do business and WHAT TYPE of business they do. At AgencyONE, we are seeing these differences in the insurance we are quoting and the way in which business is being placed. The use of accelerated underwriting platforms (AUP) have taken off and we have seen […]
Advisor Social Distancing & Survival Guide
As we continue our commitment to social distancing amid the COVID-19 pandemic, it is more important than ever for clients to hear from their financial\insurance advisors. It may be nothing more than justchecking-in to make sure that they know you are available and thinking about them or reaching out to clients to continue the planning […]
The NEW Way to Gather Medical Records for Underwriting
The COVID-19 pandemic has undeniably changed the world and the way many businesses operate. Life insurance underwriting has long relied on insurance exams and physician’s medical records to evaluate mortality. The restrictions resulting from the nationwide “shut-down” are shining a light on many inadequacies in this process and forcing the industry to find better, more client-friendly […]
This weeks #ONEIdea from @AgencyONEGarcia discusses the inevitability of future tax increases and how properly designed cash value life insurance can offer a solution to the tax-trap. https://www.agencyone.net/tax-hikes-tax-traps-are-your-clients-prepared/ #cashvaluelifeinsurance #lifeinsurance
There is still time to register for tomorrow's AALU webinar featuring @AgencyONEGarcia @jessycbc Jessica Caracofe, RN, @AppelAdvisors David Appel and Susan Ghalili of @johnhancockusa
Join us for our underwriting webinar on Thurs, May 21, at 1:00 p.m. EDT, with @AgencyONEGarcia. He will host a moderated discussion between our panel of experts who will offer their perspectives on the underwriting process during #Covid_19. Register today: https://unifytheprofession-org.zoom.us/webinar/register/WN_0Z23DsdJS1GZ7faAp8OWGg
Our latest #ONEIdea explores an insurance policy conversion vs. the purchase of a new product and the importance of insurability in determining the best fit for your clients. https://www.agencyone.net/managing-policy-conversions-during-the-covid-crisis/
