Life Insurance Selling Quicktips
January 20, 2010 Subscribe

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Let's review your underwriting checklist

By Bob Pedigo, CLU, FALU, FLMI
Davis Life Brokerage

This month, let's recap the thought process that you — the agent or broker — have undertaken while gathering information for the trial application to make sure all areas have been covered.

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Editor's Blog

Brian Anderson

Estate tax remains in limbo

By Brian Anderson

For the first time since 1915, the United States has no estate tax. And a lot of planners and their clients are left to deal with the uncertainty this situation has created.

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David Saltzman's Blog

David Saltzman

You are cordially not invited

By David A. Saltzman, RHU, DIA

You've no doubt heard the expression, "What if they gave a party and no one came?" Well, our rich uncle in Washington gave a party and didn't invite anyone. The most recent example of this is disgustingly tragic.

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Richard Hoe's Blog

Richard Hoe

Bullish?

By Richard Hoe, ChFC, CLU, AEP

I'm not in the business of advertising Barron's, but have now mentioned the publication in two successive blogs. You could do worse than reading this (Jan. 18) and next Monday's (Jan. 25) editions.

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Marketing Tips

The Silent Generation, Baby Boomers and the Web, Part 2: 10 e-mail marketing tips

By Amy Kennel
Brokers International, Ltd.

What is the most popular online activity for Internet users ages 64 and older? According to the Pew Internet & American Life Project, the answer is: e-mail.

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Person of the Week

Jimmy Atkins

Atkins tabbed as successor to retiring Lenaburg at Legal & General America

Jimmy Atkins has been named successor to Dave Lenaburg at Rockville, Md.-based Legal & General America, Inc.

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Product of the Week

North American Company introduces new Survivorship Life Insurance product

North American Company, Chicago, has added a survivor product to complete its life insurance portfolio. Survivorship GIUL is an indexed universal life insurance product designed to help clients plan for future generations.

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