Accelerated Underwriting: Clearing Up the Confusion

Accelerated Underwriting: Clearing Up the Confusion

We’ve been discussing accelerated underwriting quite a bit within our blog, including our recent post providing a synopsis over what it is and how it works. Yet even with all this discussion, accelerated underwriting is still new to the market and with that, there is still confusion as the carriers launch out their own variations.…

9 Common Mistakes We See Professionals Making

9 Common Mistakes We See in Insurance Planning for Business Professionals

All clients have unique circumstances and needs. This creates confusion during the insurance planning process. Through the many conversations we have had, we have identified 9 common mistakes that business professionals make with the implementation of insurance strategies.   1. Failure to review buy/sell agreements when insurance planning A business owner has done all the planning and completed a…

How Will You Pay for Long Term Care?

How Will You Pay for Long Term Care?

The Today Show recently aired a fantastic segment on one of the realities many of us will face: how will we pay for long term care (LTC) in our retirement years? The segment does a great job summarizing the differences between traditional LTC and a new hybrid option. As Jean Chatzky brings out, and many of…

permanent life insurance

4 Options for Permanent Life Insurance Explored

The market: sometimes it goes up, and sometimes it goes down. No expert or planner can completely predict, or even fully explain, these outcomes, but analysts can increase their chances of success by carefully watching market behavior. Think we are talking about the stock market? Actually, we are talking about life insurance. Yes, life insurance.…

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Announcement: Shane Snively Named Partner at KazSource

Shane Snively of Charlotte North Carolina has been officially named Partner at KazSource, Inc. Shane has been and will continue to serve as Chief Operations Officer and Director of Advanced Markets for the entire organization. KazSource’s Founder & CEO, Eric Kasimov is quoted as saying, “Shane is so unique. He has been consulting, teaching, and…