Wednesday, January 15, 2014

Life Insurance Portfolio Analysis - Product & Medical Analysis

Product selection is a huge part of the life review. That process is influenced by the planning strategy, whether term or permanent products are used. In addition, the medical profile of the insured needs to be matched to the carrier with the most benevolent underwriting. Steve and Richard discuss the fundamentals of product and medical analysis of the life audit.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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