Category Archives: Life Insurance

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Case Study: Crohn’s Disease and IUL

A friend sent me this brief story about his recent experience with a new client.  I feel it’s worth sharing with you… Tim is a 41-year old successful hedge fund manager with a wife and three young kids. And he has no life insurance at all. Why? In college, Tim was diagnosed with Crohn’s Disease. […]

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Buying Life in 2015

Some fairly significant changes are in store for the life insurance industry in the coming year. As 2015 approaches, you should be aware of the highlights as well as the pitfalls to avoid. 1. Policies Not Requiring Medical Exams It’s no secret that some people are reluctant to take a medical exam.  Many have difficulty working it into their schedules, […]

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