How Aviation and other Avocations Affect Life Underwriting
Medical Impairments are not the only circumstances that threaten mortality and your client’s underwriting success. Hobbies and occupations offer their own type of risk (just ask Jeff Bezos and Richard […]
Additional or New Coverage with No Underwriting
We hear you loud and clear! The traditional underwriting process often presents many challenging hurdles – lengthy applications that include multitudes of invasive and personal questions, varying carrier requirements including […]
6 Months of Ideas – ONE Ideas for the Purchase of Life Insurance
AgencyONE’s weekly ONE Ideas are designed to discuss a range of industry topics that are linked to current trends in Advanced Markets, Case Design, and Underwriting. There has been a […]
End of Term Insurance STICKER SHOCK!
Have you ever had a client who came to the end of their level term insurance period and then got a renewal notice that made them happy? More than likely, […]
A Premium Finance Insurance Case That Went Well!
I typically see Premium Finance cases in the concept stage and probably see about 3-4 of these cases per week. A lot of advisors would like to offer Premium Finance […]
Preferred Offers? You Need to Understand Preferred Criteria
We get it. You are out there pounding the pavement, finding clients, convincing them YOU are the ideal advisor to help with their financial planning needs. YOU want to deliver […]