Disclosure – Honesty is the best policy
We recently had a client come to us for Private Underwriting. For those that are unfamiliar, this is where clients use our own underwriting team… Read More »Disclosure – Honesty is the best policy
Simon Kay
Insurance Underwriting – “On the Fence”
As many of you know, 2016 is a big year for life insurance. Tax rules are changing at the end of the year and anything… Read More »Insurance Underwriting – “On the Fence”
Insurance as an asset class
Investors planning for intergenerational wealth transfer need to consider insurance as an asset class. Quite simply, investors have two choices to ensure their estate planning… Read More »Insurance as an asset class
Rated or Declined? A Case Study
Do you know someone with a rated insurance policy? How about an application for coverage that has been declined or postponed? Are you having trouble… Read More »Rated or Declined? A Case Study
Underwriting: Art or science?
Underwriting is the most important aspect of the life insurance procurement process – and the least understood by consumers. The insurance industry promotes the perception… Read More »Underwriting: Art or science?
Lower insurance costs with better rates
For clients considering life, critical illness or disability insurance, rated insurance policies can significantly increase the cost of insurance. This, in turn, can negatively impact… Read More »Lower insurance costs with better rates