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Life Insurance Awareness Month

    Product R + D

    It’s a Wonderful Life (Income)

    by Chris Kite September 7, 2017
    written by Chris Kite

    September is Life Insurance Awareness Month. It’s also time for a financial rendition of a classic Hollywood film. Remember (if you’re not a millennial), the 1946 drama, It’s a Wonderful Life? The main character, George Bailey, loses all his business’ money when his Uncle Billy unsuccessfully tries to deposit it in the bank.

    Mr. Potter, the film’s antagonist, finds the misplaced money and hides it from George. In short, George ends up contemplating suicide until an angel (Clarence) shows him what life would be like if he was never born. He realized all the people he’s touched, and how his life is truly wonderful. Flash-forward to George’s retirement…

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    September 7, 2017
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  • Business Development

    How to Write a Good Life Insurance Cover Letter

    by John Voelker August 8, 2017
    by John Voelker August 8, 2017

    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, …

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  • Product R + D

    Life Insurance: Strategic Options to Balance Guarantees, Income, & Benefits

    by Chris Kite October 4, 2016
    by Chris Kite October 4, 2016

    How do you use life insurance to balance benefits, accumulation and income; and also balance guarantees and upside potential? We recently reviewed a presentation of how to combine Guaranteed Universal Life (GUL) …

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