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    Product R + D

    Life Insurance Needs in Less than a Minute

    by Chris Kite September 12, 2019
    written by Chris Kite

    Updated August 7, 2024, at 4:02 PM

    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 how quickly you can get a dynamic look at a client’s life insurance needs using a simple multiple-of-income method.

    It can be more accurate than the traditional method that reduces the need by the net worth. Although agents often use a multiple-of-income method, it’s viewed as a crude approach to be used when you don’t have the time to do a full traditional analysis.

    Continue Reading
    September 12, 2019
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  • Business DevelopmentProduct R + D

    CAR Program: Life Insurance Concepts

    by Chris Kite August 15, 2019
    by Chris Kite August 15, 2019

    Updated April 4, 2023, at 12:31 PM Our Comprehensive Analysis & Review (CAR) program can help you guide your clients in the review of proposed or existing life insurance policies, and then …

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  • Product R + DUncategorized

    Credit vs. Cost: Understanding IUL in the Aftermath of AG49

    by Scott Hall May 22, 2019
    by Scott Hall May 22, 2019

    Going into effect late in 2015, Actuarial Guideline XLIX (AG49) was supposed to level the playing field for indexed universal life (IUL). This piece of regulation prohibited carriers from showing outrageously high …

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