Life Insurance Products - "Tips," "Tricks" & "Quirks" (PDF PPT ONLY)

Speakers: Chris Baker

Year: 2011



In the complex world of advanced market planning, matching product solutions to dynamic client needs can be challenging. Balancing critical issues (producer profitability, carrier in-force capability, carrier financial strength, carrier administrative vs. illustrative abilities, policy definitions/contract language and underwriting capacity) is even more elusive. This session will be a fast-paced, "real" case study review focusing on five unique product solutions and the design "tips," software "tricks" and pricing "quirks" you can use to achieve balance, create differentiation and successfully close cases.

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