"The last thing you want is for your client to finish underwriting only to realize at the end that one simple question may have pointed you to the right carrier" This article was written for insurance advisors but is also good for fee-only advisors to know.
I'm happy that InsuranceNewsNet chose and published my article for their May edition. The article shares some best practices insurance advisors could use when it comes to utilizing accelerated underwriting programs for the benefit of clients. I also gave a quick snap shot of the types of accelerated underwriting programs that are currently available in the marketplace.
Here is the link to the actual article: Peachie's Article in InsuranceNewsNet
Here's a visual that categorizes the many available accelerated underwriting programs out there:
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Just got back from an amazing week in West Palm Beach! I had the incredible opportunity to attend the Invest in Women conference, where I connected with brilliant financial advisors, industry leaders, and expert speakers. We're all united in our mission to revolutionize the financial advisory landscape for female clients.
On this International Women's Day, I am filled with gratitude as I reflect on the extraordinary influence of one incredible woman in my life - my mother, Dr. Nenita F. Buan. An accomplished multi-degreed Filipina, her story of resilience, dedication, and sacrifice has not only shaped my journey but has also been a source of inspiration for countless others, including her students and my sisters, who have followed in her footsteps of success.