Expedite Cases With Field Underwriting

Nothing makes an underwriter happier than details to health histories. When a health history ("I've got a guy" scenario) is shared with me, I look for the basics of the Who/What/Where/When and Why. These...

75 Must-Know Statistics About Long-Term Care

Who will need it and for how long, how much it will cost, the state of the long-term care insurance marketplace, and the toll on caregivers. If there's a single unsolved problem in the retirement plans...

The Advantages Of A Full Product Portfolio

As you know, no two clients are the same.  They have unique financial situations, diverse needs and different occupations. Luckily, one of our strategic carriers offers a comprehensive DI portfolio that...

Incompetency Planning

When the fat lady sings... As they say, “It’s not over until then.” There is a comedian who likes to inform his audience that it is his goal to live forever.  Looking out into the crowd he adds,...

Life Insurance For The Small Business Market Restrictive 162 Executive Bonus Plans

The traditional 162 Executive Bonus Plan is one of the simplest and most popular executive benefits offered in the small business market. The bonus is tax deductible and has few regulations and reporting...