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 […]
Understanding the Role of NT-proBNP in Medical Underwriting
Because EKGs can easily be performed incorrectly in the field and/or the results transmitted illegibly, carriers are considering alternatives. Many carriers are electing to use a blood test called an […]
OH, the JOYS of Reg 187 & Reg BI!
Reg 187 and Reg BI: In a recent article written by Bob Veres titled The Awful Consequence of Non-Fiduciary Advice, the author “asked financial professionals if they had any stories […]
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