
Life Insurance Disinformation: Forbes Article Rebuttal
I just read the following article from Amy Danise on Forbes entitled “Door May Be Closing On Life Insurance Buyers Amid COVID-19” and it really disturbed me. Not because the […]

The Problem, The Truth + The Solution Behind Accelerated Underwriting Programs
Recently there has been a lot written and said about Algorithmic Underwriting Programs (AUPs), also known as Accelerated Underwriting or Fluid-less Underwriting, by AgencyONE and many of our colleagues in […]

Your Clients NEED You Today More Than Ever
The recent office closings, shutdowns and teleworking as a result of the COVID-19 Virus (otherwise known as the Coronavirus) has created an environment where salespeople, such as insurance advisors, will […]

Crossing the JUMBO Line – Underwriting Large Face Amounts
Let’s face it – large face amount life insurance cases ($10 million and up) can make the life insurance business more exciting and possibly result in a case that makes […]

Wealth Managers and Risk Managers: The Perfect Team
There is nothing like a great, perfectly cooked steak with a beautiful bottle of Cabernet Sauvignon. If you prefer fish, maybe a buttery Chardonnay, but the bottom line is that executive […]

An IUL with Guarantees to Life Expectancy
Guaranteed Universal Life (GUL) products continue to be the “go to” for many of our Advisors because they offer a guaranteed premium that, when paid in full and on time, provides a […]