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Archive for the ‘Life Insurance’ Category

AXA – Underwriting Aviation

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AXA – Progressive Underwriting

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AXA – Underwriting – Insuring High-Profile Clients

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John Hancock – Top 10 Underwriting Strengths

CAD Diabetes Cancer Smoking classifications Healthy credits Capacity and retention Flexible underwriting requirements Foreign residents Foreign travel Generous TIA Trouble viewing this document? Click here to view online or download.Embedded Document

Preparing Clients for Paramedical Exams

What is a Paramedical Exam? PARAMEDICAL EXAM Before issuing a policy, an insurance company needs medical information about you, the applicant. A certified medical professional gathers this information during a paramedical examination. The medical professional will ask you questions about your medical history and record your blood pressure, pulse, height and weight. The insurance company […]

Gastric Bypass – Preferred After Six Months!

CHALLENGE Your client recently had gastric banding or bypass surgery and has lost a significant amount of weight.  Most companies will not offer coverage without a sub-standard rating until the applicant is 2-5 years out from surgery. SOLUTION Some insurers will consider your client 6 months after surgery at standard and even preferred rates, depending […]

2012-2013 e-Pocket Tax Tables updated to reflect American Taxpayer Relief Act of 2012.

Access online, download & print, post the link on your website or email to clients and prospects. Smart phone-friendly for use with the iPhone, iPad, Android, and other mobile devices. 11ePocketTaxTables.pdf

College Scholarship Marketing Workshop 1/31 – A few seats are still available!

There are still a few seats available for our College Scholarship Marketing Workshop. Don’t miss this groundbreaking event and chance to win a Kindle Fire HD! Register today to reserve your spot. You are invited to attend the Creekmore Insurance Group College Scholarship Marketing Workshop Thursday, January 31st, 2013, from 11AM to 1PM Win a […]

Special Edition – JH Advanced Markets Radio: Fiscal Cliff Discussion with Chris Morton (January 8, 2013)

January 8, 2013 Fiscal Cliff Discussion with Chris Morton In today’s re-air, join us as Randy Zipse, JD, CPA, the Senior Counsel and VP of JH Advanced Markets Group talks to Chris Morton, VP, Legislative Affairs with AALU about the fiscal cliff bill and what it means for you and your clients. Tune in […]

Comprehensive Benefit Program for Independent Agents

Independent agents and advisors who participate in our Scholarship Marketing program are now eligible to participate in one of the most comprehensive benefit programs ever offered to independent agents! Eligibility starts with as little as $36,000 of annual production, and includes Group Life and Disability Deferred compensation program Stock bonus plan Life Renewals on all […]

College Scholarship Marketing Mobile App

Our new exclusive Scholarship Marketing mobile app gives you everything you need to create proposals and quote cases! It includes: Program overview describing the rewards structure Proposal Creator including sample life rate calculator and rewards points calculator so you can show a client how the program would work for them List of participating schools New […]

Advanced Markets Radio: Florida’s Statute on Divorce with Jeff Baskies (December 18, 2012)

December 18, 2012 Florida’s Statute on Divorce with Jeff Baskies A new Florida law took place in July regarding beneficiary designations on life insurance policies, annuities, IRAs, 401(k)s and other employee benefit plans. The statute makes clear that upon divorce, an ex-spouse is to be treated as predeceased for purposes of most non-probate assets. […]

Coming Soon – the “Pick Yourself Up Off The Floor Test(TM)” for life underwriting!

Simple sitting test may determine your mortality Araujo and his colleagues looked at more than 2,000 middle-aged men and women in 2002. He followed up with them approximately six years later, or until their date of death. Before the test, Araujo gave the subjects simple instructions. “Without worrying about the speed of movement, try to […]

Big Tax Changes Are in the Wind

Spousal Lifetime Access Trust Consumer Brochure