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About the Event Table shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements, the applicable program should be considered automatically. That does […] |
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About the Event Long-term care can create three connected burdens for clients and their families: economic, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for […] |
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In diabetes underwriting, A1C is only part of the picture. Duration of diagnosis, related complications, and the overall severity of the risk can all influence how a case is assessed—and when a table rating becomes […] |
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Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
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