Having been in the life insurance industry just over 16 years, I’ve seen my share of cases where simple arithmetic can either win or lose a case. Many times, it all comes down to math & financial sense. Recently I had a request for a $1,000,000, 20-year term life insurance policy on a 60-year-old male.
Updated August 5, 2020, at 11:38 AM I want to share a story that illustrates why life settlements have had a black cloud over them for years. In the process, I’ll prove…
If you could present an accurate needs analysis in less than a minute, would you sell more life insurance? I once presented at a Life Office Management Association (LOMA) conference to illustrate…