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Understanding Mortality Mechanics to Improve your Practice

Thursday, May 1, 2014

Selling your firm’s due diligence capabilities can be a market strategy. The analytic procedures for measuring product suitability of a policy in accordance with Prudent Investor principles is sorely lacking in the market place. That in itself could be a significant opportunity for advisers. Partnering with a firm that supports analysis of policy expenses and performance relative to peer-groups can add dramatic value to your practice. Nationally recognized product due diligence expert Barry Flagg, CFP, CLU, ChFC is interviewed by Steve Savant, syndicated financial columnist and talk show host featuring The Product Due Diligence Series on Let’s Get Down to Business.

In this video Steve Savant asks, "Why is there such a big difference between one company and another?", and the answer is, there are thousands of different pricing compbinations for each product and no carrier is good at every single one.  Which is why Veralytic is such an important tool.  Veralytic research is simply the fastest, easiest, and most cost-effective way to measure the pricing and performance of any permanent life insurance product against peer-group alternatives as they relate to your (client’s) planning objectives.

To give Veralytic research a try under our NO-risk trial subscription, click here to register.

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