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JH Radio - Fiduciary Duties in the Purchase and Maintenance of Life Insurance  

Wednesday, August 08, 2012
Please listen in as Lee J. Slavutin, MD, CLU, notable author and principal of Stern Slavutin-2 Inc., an insurance and estate planning firm in New York, and Barry Flagg, CFP, CLU, ChFC, founder of Veralytic join Randy Zipse, JD, CPA, the Senior... read more >>
 

July 2012 Rating Downgrades/Watch-List 

Thursday, August 02, 2012
Jeff Rieder, Partner and Head of Ward Group that analyzes the financial performance of nearly 800 life-health insurance companies domiciled in the United States and identifies the top performers in each segment, says “Although results declined in... read more >>
 

The Hidden Benchmark 

Thursday, July 19, 2012
Not everything is as difficult as it may seem and sometimes things that are completely obvious to some may not be as obvious to others. Veralytic has patents on life insurance benchmarks and the process in which to research, rank and provide... read more >>
 

Consumers Overestimate Cost of Life Insurance by Nearly Three Times 

Thursday, July 12, 2012
The 2012 Insurance Barometer Study is the 2nd annual survey designed to increase understanding about consumer attitudes and behaviors regarding a host of insurance and financial planning matters. The new question in this year’s survey asked survey... read more >>
 

June 2012 Rating Downgrades/Watch-List 

Tuesday, July 03, 2012
Financial strength and claims-paying ability ratings of the insurer is one of the five factors of suitability.  The obvious reason being that insurance is most simply defined as an agreement for the payment of a premium today in exchange for payment ... read more >>
 

Declare Your Independence!! 

Thursday, June 28, 2012
Independent Research…Independent Review… Declare yourself as an independent! If you consider yourself an independent agent/broker, your clients may not agree. Research[1] shows that 3 out of 4 clients regard “independence” as important or somewhat... read more >>
 

May 2012 Rating Downgrades/Watch-List 

Wednesday, June 13, 2012
Financial strength and claims-paying ability ratings of the insurer is one of the five factors of suitability.  The obvious reason being that insurance is most simply defined as an agreement for the payment of a premium today in exchange for payment ... read more >>
 

Will Veralytic Reform the Life Insurance Industry? 

Thursday, May 24, 2012
Michael Kitces, most recently named one of the Top 25 most Influential Advisors of 2012 in AdvisorOne magazine, is also a fan and friend of Veralytic. Michael recently blogged in his well read “Nerd’s Eye View” about Veralytic role in the life... read more >>
 

Case Study: Butcher or Dietitian 

Thursday, May 17, 2012
Veralytic asked in last week’s  “Is Your (Client’s) Insurance Advisor a ‘Butcher’ or a ‘Dietitian’?”, what is a client to do when two ‘advisors’ present two different solutions that are both represented to be in the “client’s best interest?”  How... read more >>
 

Is Your (Client’s) Insurance Advisor a “Butcher” or “Dietitian”? 

Thursday, May 10, 2012
A battle is being waged in Washington over the meaning of the words “client’s best interest”.  On one side are the financial advisors (i.e., advice-givers) who commit to putting their clients’ interests ahead of their own and can be held accountable ... read more >>
 
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