"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:
Want to be in the know?
Sign up for our newsletter to stay up to date.
Related Articles
The holiday season reminded us of life's most precious gifts – our loved ones and the beautiful moments we share. But how do we ensure these blessings remain protected long after the decorations are packed away? In this heartfelt exploration of family financial security, we delve into how life, disability, and long-term care insurance work together as powerful tools of love, protecting not just our family's financial future, but the very dreams and everyday joys that make life meaningful. Discover why the greatest gift you can give your family this new year isn't found under a tree, but in the promise of a secure tomorrow. [Read the full article to learn how to transform your love into lasting protection...]
Are you thinking about the future care needs of your loved ones? An important free educational session is coming up that could help answer your questions about long-term care insurance. The Council on Aging Center at UF Health NOCATEE is hosting an informative presentation on long-term care insurance on Wednesday, January 8, 2025, from 5:30-6:30 PM. The session will be led by Peachie G. Thompson, AALU, ALMI, ACS. With over 27 years of industry experience, Peachie is well-qualified to discuss this important topic with you.
Join Peachie and other awesome speakers for this fun networking and educational event at TheLink