For a complimentary Veralytic report on a policy of your choosing, simply submit an illustration of hypothetical policy values for the policy of your choosing with the Veralytic Report Request via e-mail to firstname.lastname@example.org or fax to #800-409-3222. For universal life products, the illustration must include detailed expense pages. If you don't have detailed expense pages, use the sample Request for Illustration (RFI) letter to obtain needed cost disclosures directly from the insurer. For whole life products, the submission must include the dividend interest crediting rate. In either case, because distributions can be calculated differently in different products, and because the actual timing of distributions is almost never known with any certainty, Veralytic reports can only be prepared from illustrations withOUT distributions.
In any case, include the name of the conference or webinar or social media post in your e-mail or fax submission. You'll receive your complimentary Veralytic report within 2 business days (usually less) free of charge, and Barry D. Flagg, Founder and Inventor of the Veralytic Research Platform, will gladly review the report with you and discuss how Veralytic can help you better advise your clients and grow your business.
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Are you on a board of your local chapter? Life Insurance is often integral to planning for its tax preferences, and is increasingly promoted/considered as an investment asset, but has been opaque and difficult to understand because it hasn’t conformed to Prudent Investor principles broadly understood for other assets. Contact us to bring this training to your chapter to show your fellow members how to apply to life insurance the same universal decision-making framework already widely-accepted by clients’ other advisors for most every other asset on their balance sheets.
Life insurance is the last, largest, most-neglected asset on clients’ balances sheets. As is often the case, neglect breeds poor-performance, and life insurance is no exception, having been among the worst-performing asset-types relative to clients' expectations for decades, and now the source of growing complaints, arbitration and litigation against advisors, brokers and insurers. The good news is the life insurance industry is being transformed by the same mega-forces that transformed the investment business, bringing with it the promise of greater transparency, lower costs, and better performance.
Follow us on Facebook, LinkedIn, and/or Twitter for the latest developments and ideas for getting more referrrals, eliminating competition against brokers offering "misleading", "fundamentaly inappropriate", and unreliable policy reviews, and growing your business by better advising and serving clients in the prudent selection and proper management of life insurance as an asset.