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.
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 …
Updated September 6, 2023, at 6:59 PM Whether your client already owns a permanent life insurance policy or they’re considering purchasing one, sometimes the complexity can be overwhelming. Life insurance can be …