policy

Articles tagged with policy


Life Insurance: An Agent’s Tutorial

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LIFE INSURANCE: AN AGENTS TUTORIAL by Richard Weber Compared with Homeowners or Auto, clients tend to have different expectations when it comes to their Life insurance. Will you ...

Life Settlements: Think Outside The Box

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Your clients rely on you as their trusted adviser for innovative insurance and financial planning options. Due to recently enacted laws, financial professionals have the opportunity to add a new product to their client services: Life Settlements. Jolene Fullerton explains how this powerful resource can allow you to help your clients maximize the full potential of their Life insurance policies.

Long-Term Care Insurance: Not For Seniors Only!

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LONG-TERM CARE INSURANCE: NOT FOR SENIORS ONLY! Imagine an insurance product that your clients will keep for 20 or 30 years, or longer, while continuing to pay you generous commissions...

Lost Account W/Questionnaire

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LOST ACCOUNT W/QUESTIONNAIRE With the lingering image problems suffered by everyone in the financial services area, our industry is in particular need of focusing more sales dollars on e...

Ltc Coverage Comes Of Age

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LTC COVERAGE COMES OF AGE Generations ago, aging parents who could no longer take care of themselves went to live on a dutiful son or daughter's farm. Today, adults live a lot longer afte...

Managing Risk: A Guide For Your Business Client, Part 2 Of 4

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MANAGING RISK: A GUIDE FOR YOUR BUSINESS CLIENT Part 2 of 4 ESTABLISHING POLICY A policy statement expresses goals, directions, attitudes, and structure. It does not discuss ...

Managing Risk: A Guide For Your Business Client, Part 4 Of 4

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MANAGING RISK: A GUIDE FOR YOUR BUSINESS CLIENT Part 4 of 4 INSURANCE AND RISK MANAGEMENT This is the generally accepted sequence of risk management activities: The risk of...

Manufacturing Company Embraces Eap

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MANUFACTURING COMPANY EMBRACES EAP WORKING PARTNERS General Alum & Chemical Corporation in Holland, Ohio, manufactures liquid aluminum sulfate, a substance used primarily in paper manufacturing ...

Mortgage Redemption

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MORTGAGE REDEMPTION Dear (Customer Name): We have been reviewing your records to be sure that you are adequately protected in all areas. We see that you have a mortgage on your home that will run ( ...

Mortgage Redemption Disability

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MORTGAGE REDEMPTION DISABILITY Dear (Customer Name): You have shown good judgment by purchasing a policy to ensure that your mortgage will be paid if you should happen to die prematurely. In reviewi...

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