Is Cheapest always best? Should we always sell the cheapest product, or should we look for reasons to sell a product and solution that may better fit a client’s long term need as well as one that has a good chance of not blowing up on the consumer? Insurance needs often run longer
In 2020, new reserve requirements take effect. Most products will be replaced by their respective carriers. It is expected that these new products will be more expensive than their current counterparts. If you are working with a client who is price sensitive or one that wants to maximize cash value, it would be a good
Have you ever thought it was too expensive or time consuming to write smaller term cases? We have as well. Try using a simple online drop ticket platform. We use Express Complete. Regardless of the carrier you choose (among those on the platform), you will complete the same few simple pages for your client. It
Email is secure, right? Well, maybe, sometimes, and maybe not. Is a lot of unsecure email finding its way into the wrong hands? Umm no, probably not, but it could. What’s the big deal? Well, if you send an email and it ends up in the wrong hands, plenty! Fines, lawsuits and other penalties are
For a while, after the financial crisis, the life settlement market had become non-existent as investors were licking their wounds and life expectancy was discovered to be longer than anticipated in many cases. We have recently completed several cases and are about to wrap up another using a top life settlement brokerage firm that has
