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3 Questions to ask about EVERY Policy Review 

Monday, January 09, 2012
Life insurance is the last, largest, most-neglected asset on most clients’ balance sheets.  Many policy review providers claim to be independent, compliant, and defendable in the face of complaints and challenges under the Prudent Investor Act. How... read more >>
 

December 2011 Rating Downgrades - Watch-List 

Friday, January 06, 2012
2011 seemed the year of stabilization for U.S. Life insurers. The rating agencies were subdued in 2011 and there was not much activity in either downgrades or upgrades in 2011. Outlooks for 2012 vary across the agencies. The variances come mostly... read more >>
 

Case Study: Trust, but Verify 

Thursday, December 15, 2011
The phrase “Trust, but Verify” is most often heard in politics, but it can also be applied to your trusted advisors. Trust is best built when the leap of faith between what is known and what is unknown is as small as possible. Clients hire advisors... read more >>
 

Bring New Value to Year-End Planning for Clients 

Friday, December 09, 2011
In the coming weeks, many advisors will be meeting with clients to collect information needed for year-end planning. Take the opportunity to ask if they know how much they are being charged for life insurance and/or how their invested assets... read more >>
 

November 2011 Rating Downgrades/Watch-List 

Thursday, December 01, 2011
Although Fitch recently reaffirmed the US default and treasury ratings at AAA, it revised its long term rating outlook to negative from stable. With Congressional and Presidential elections in the next year and the inability to agree on how to cut... read more >>
 

Giving Thanks! 

Tuesday, November 22, 2011
Each year Thanksgiving comes around And more opportunities are found To thank each and every one of you Who believes in Veralytic and what we do.   We give our thanks to you today To those who have helped us lead the way, To have read each... read more >>
 

Proactive Management of Insurance Assets 

Thursday, November 17, 2011
There is no segment of the financial services industry where so many owners and their advisors know so little about A) what they are being charged or B) what they are earning. In fact, findings from three data sets: 1)a Tillinghast Towers Perrin... read more >>
 

Insurers Fail Trust Test 

Thursday, November 10, 2011
The results of “The Role of Trust in Consumer Relationships” consistently put banking, media and insurance organizations at the foot of the trust survey. The different industries also had specific concerns. In the insurance industry, “trust” is more ... read more >>
 

October 2011 Rating Downgrades/Watch-List 

Thursday, November 03, 2011
The news of downgrades is limited to one actual downgrade for the month of October; however it is interesting to note that there were NO upgrades for the entire month of October. Uncertainty of the market environment and delays in the regulatory... read more >>
 

What Scares You Most? 

Thursday, October 27, 2011
Life insurance is more often the object of jokes than the subject of our fears, but you don’t have to be kept in the dark with life insurance costs any longer. A Veralytic® Report can shine a light on policy costs and give you that independent... read more >>
 
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