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Case study

    CAR Program: Life Insurance Concepts
    Business DevelopmentProduct R + D

    CAR Program: Life Insurance Concepts

    written by Chris Kite

    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 adjust them for changing needs while considering alternatives.

    And it takes just seven easy steps to implement CAR.

    Continue Reading
    CAR Program: Life Insurance Concepts was last modified: April 4th, 2023 by Chris Kite
    August 15, 2019
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  • Product R + DUncategorized

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

    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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