FOCUS
Impaired Risk Life Underwriting: Evolving With The Process
When asked to write on advances in impaired risk underwriting, I began to question the term “advances.” There are no arguments that...
New Benefits And Challenges In Automated Life Underwriting
Automated or electronic new business and underwriting systems allow life carriers to automate the processing and underwriting of new life insurance policies....
The Best Time To Use A CRM Was 20 Years Ago—The...
I know, I know! That is not exactly how the old Chinese proverb went, but it was something like that! It was...
10 Questions To Help Pre-Underwrite Your Clients
Advisors constantly tell me that asking their clients about their medical histories are some of the most uncomfortable conversations they have. Many...
GENERAL INTEREST
Succession Planning Strategies And Tactics
To orchestrate the successful transition of a retail senior insurance practice, much effort will be required in building a comprehensive plan, as...
Tech And The Health Space
I’m guessing most of you reading this publication might be expecting something life insurance facing. Well, that simply isn’t the space I...
The First Meeting: Getting To Know You
In last month’s article, entitled Getting Past The Gatekeeper, we talked about how to get past the dutiful secretary or receptionist (gatekeeper),...
MONTHLY COMMENTARY
Buckle Up! We Are Going To Create An Indexed Annuity!
Get out your financial calculators, spectacles, and your pocket protectors because we are going to have some fun with this column. We...
Is Your Net Working?
“Pretend you are driving a car in the middle of a thunderstorm, and you happen upon three people on the side of...
Que Sera’ Sera’
Whatever will be will beThe future’s not ours to seeQue sera’ sera’
My gift of a legendary earwig...
The Relationship Between Life eApp And The Carrier Policy Admin System
When we talk about sending life applications electronically in-good-order, it’s not just transmitting a data file to the carrier. There needs to...
An Interview With Eugene Cohen—Disability Insurance And Matching Up Three Types...
2009 Honoree International DI SocietyW. Harold Petersen Lifetime Achievement Award
2015 Honoree of NAILBA’sDouglas Mooers Award for...
Barrett’s Esophagus
Barrett’s esophagus is a relatively common condition in which normal esophageal tissue (which is squamous cell epithelium) is replaced by columnar metaplasia....
NOVEMBER 2022 COVER
BROKER WORDS
Broker Words—November 2022
Heartfelt and well-earned congratulations to good friend Jason Lea and the staff of Brokers’ Service Marketing Group (BSMG)—celebrating 50 years of invaluable...
NEWS
The National Benefit Corp
EPIC Insurance Brokers and Consultants (“EPIC”) announced today that it has acquired The National Benefit Corp (“TNBC”). The acquisition further expands EPIC’s...
Allianz Life
To help strengthen the Midway neighborhood in St. Paul, Allianz Life Insurance Company of North America (Allianz Life) is investing $450,000 in...
