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September 25, 2019

Take the Guess Work out of Insurable Amounts

Linda Thomas News

Have you ever had coverage amounts declined for clients you’re confident were justified?  Sometimes it’s not what you ask for – it’s how you ask… Our new worksheets help you write good business – maybe better – and then communicate that value to underwriters. Our topics include individual and business insurance needs for:     Income replacement; Charitable giving; Juvenile coverage; and Buy-sell arrangements.  The worksheets have all the calculations built in – no calculator or software required! Just input quantities and you’re done – send them along with your application cover letter for additional decision support.  Find the Financial Worksheets  Here!

Understanding the Features of Retirement Income Sources Case Study: A New LTC Producer Uses Underwriting Tools to His Advantage

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