Jason DeMeo, Business Development Specialist shares his insights in new article
Learn what Rx checks are and how the carriers use the info.
Study shows consumers with written retirement plans felt more prepared for COVID-19 downturn
Take time to pre-screen and advise them of both the advantages and pitfalls of accelerated underwriting programs
Brendan Connerton, Director, Annuity Sales shares why it’s always a good time to look at the current annuity industry landscape, and what to consider for your clients
Visit the Underwriting Resource Library to download our Hemochromatosis questionnaire