"The last thing you want is for your client to finish underwriting only to realize at the end that one simple question may have pointed you to the right carrier" This article was written for insurance advisors but is also good for fee-only advisors to know.
I'm happy that InsuranceNewsNet chose and published my article for their May edition. The article shares some best practices insurance advisors could use when it comes to utilizing accelerated underwriting programs for the benefit of clients. I also gave a quick snap shot of the types of accelerated underwriting programs that are currently available in the marketplace.
Here is the link to the actual article: Peachie's Article in InsuranceNewsNet
Here's a visual that categorizes the many available accelerated underwriting programs out there:
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On average about two-thirds of today's 65-year-olds may need long-term care support, and 20 percent will need it for longer than 5 years. Yet too often they stop short of preparing for future needs because they're confused by the myths surrounding LTC products and services.
Peachie and NAIFA FL President George Royal representing Florida at NAIFA’s national leadership conference in Washington DC! The leaders were chosen because of their success leading a highly engaged board and living the NAIFA vision. We are so proud of you, George and Peachie!
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is an attorney that focuses her practice on estate planning, probate, business entity formation, and real estate, Julia McKillop, a senior partner at McKillop Law Firm.