The annuity industry and the business submittal process has become overly complex over the last few years. E4IS is here to simplify your life with a central location to easily submit business In Good Order with Firelight. Do you [...]
We are continuing our focus on November’s Long-Term Care Awareness month by welcoming Dr. Frank, Medical Director with LIBRA Insurance Partners to the BREW. Dr. Frank disscuses Long-Term Care, well as other relevant topics in Underwriting in our industry! [...]
Jason Jafferis, Regional VP at Prudential, discusses the potential issues that may be uncovered within a life insurance policy review on heavily loaned policies that are at risk of lapsing. Jason will also review a mirrored loan strategy and [...]
Even before the COVID pandemic and the so-called “great resignation”, many organizations faced a struggle to keep mission critical employees from leaving for greener pastures. Today the situation is worse as current economic conditions have created the perfect job-seeker’s [...]
More and more of your customers are demanding Life Insurance products that include Long Term Care protection. What if they cannot health qualify for a Long Term Care rider? Mutual of Omaha offers a unique IUL product that ALWAYS [...]
Chris Regione, Chief Underwriter with North American will be joining BREW and discussing why certain things should be included when submitting a case. This will be a great opportunity to learn about and discuss key points regarding the underwriting [...]
Watch this BREW to see how E4 Insurance Services can provide you with a customized presentation for your clients with a pension. We will help you explain the pros and cons of our exclusive Pension Max Strategy with respect [...]
If your New Year’s Resolution was to make your business more efficient for 2022– be sure to watch this BREW to hear about Symetra’s innovative SwiftTerm program and the new Extra Coverage program (permanent coverage without more underwriting!). SwiftTerm’s [...]
Fixed Indexed Annuities (FIA) have been growing in popularity as both a protected growth tool, and a lifetime income tool. As more insurers add Enhanced Death Benefit options to their FIA offerings, a growing number of advisers are starting [...]
Do you have client’s that are concerned about extended care planning? Have they been putting off having a discussion with you about how best to pay for their care? On the next BREW, we are going to focus on [...]
