How to Design an Efficient Life Insurance Contract Under the Section 7702
Section 205 of the Consolidated Appropriations Act, 2021 (H.R. 133) signed by President Trump on December 27th, 2020 made changes to Internal Revenue Code Section 7702 providing for the use […]
Life Insurance Policy Servicing & Opportunities During Covid
The reality of COVID-19 has affected us profoundly – personally and professionally. As a result, many of your clients may be re-evaluating their insurance and protection needs and asking what […]
2020, Interest Rates, COVID & the Life Insurance Industry
The most meaningful impact of 2020 on the insurance industry was, very likely, the dramatic drop of interest rates. They have had a much greater effect than most people imagine. […]
Medical Underwriting Success in 2021 Despite COVID
Welcome to 2021! Together with you, our AgencyONE 100 Advisors, we have continued to sell, underwrite, and deliver insurance protection consistently over the past 10 months despite the challenging and […]
Life Insurance Underwriting During Covid-19
Six months ago, our country was forced into a swift, extraordinary change as the threat of COVID-19 was realized. Uncertainty lead to quarantine, lock downs, virtual everything and life as we knew it […]
Premium Financing Life Insurance – What Can Go Wrong?
I have been doing this a long time; 38 years, in fact. What I discovered during a recent review for one of our AgencyONE 100 advisors was mind blowing! Please […]
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