Updated: September 5, 2023, at 4:11 PM
I’m sure underwriters ask you for cover letters…and cover letters…and more cover letters.
I was once at an underwriting conference with 20 or so carriers, and the individual carrier underwriters kept talking about cover letters. But all that talk doesn’t necessarily tell you how to write a life insurance cover letter.
As financial services professionals, we are often asked what defines our ideal client? The response is clearly subjective and will vary tremendously within our reader base. We posed this question to many …
This month’s Compliance Corner blog entry will focus on frequently asked questions we are receiving considering the June 9, 2017 implementation of DOL’s fiduciary rule, specifically at it relates to PTE 84-24 …