Gerber Life Insurance Company’s Post

Year-end is time to reflect on what went right, what went wrong, and what to do differently. What better time, then, to revisit the 2023 Academy of Life Underwriting survey? As the industry emerges from some of the most progressive changes ever implemented, what are the opportunities and challenges ahead? https://ow.ly/fXRr50Q9e9n

Case Study: If you have clients with inforce cash value life policies, NOW is the time to allow our team at Ash Brokerage to perform a thorough, formal and unbiased Life Audit. Here's an example where we de-risked the existing policy and created a larger annual stream of income along the way too! #LifeAudit #7702plans

It's common to receive a decline due to a positive CDT marker, but in a recent situation, the carrier had everything in place to move the case into the win column. After running into roadblocks at other insurers, we were able to move this case to completion extremely quickly. Interested in learning how we made it happen? Message me to learn more! #casesuccess #lifeinsurance #underwriting #financialadvisor

🤔 Do you need to review your cash flow plan? 🤔 Do you need to review your investment risk tolerance? 🤔 Is it time to explore (or review existing) LTC insurance?  Click here for our checklist for more items that you should consider at the start of the year! https://buff.ly/48MeyKA  #personalfinance #financialplanning #newyear 

🤔 Do you need to review your cash flow plan? 🤔 Do you need to review your investment risk tolerance? 🤔 Is it time to explore (or review existing) LTC insurance?  Click here for our checklist for more items that you should consider at the start of the year! https://buff.ly/48MeyKA  #personalfinance #financialplanning #newyear 

Commercial insurers: Are you considering entering a new market to stay competitive and improve financial performance? WTW can assess the market opportunity to support you in building your strategic plans. To discuss the insights and value we bring to commercial insurers, please contact Jaclyn Johnson, Senior Consultant, Underwriting Strategy & Technology. #CommercialLines #CommercialInsurance #InsuranceIndustry #InsuranceInnovation

🌍 Exploring New Horizons with WTW: A Market Entry Assessment🌍 In today’s rapidly changing global landscape, strategic market entry can define the success of new ventures. Our recent assessment at WTW delves into the emerging trends and key considerations for businesses looking to expand into new markets. 🔍 Key Insights: - Understanding local regulatory landscapes and cultural nuances. - Leveraging data analytics for market forecasting. - Strategies for risk management and operational scaling. Curious about the details? Reach out to learn about how WTW is helping companies navigate these challenges and seize new opportunities. Let's discuss your thoughts on this topic! #MarketEntry #BusinessStrategy #GlobalExpansion #WTW #DataAnalytics #RiskManagement #GrowthStrategies

Elevate your #financialplanning approach with tailored life expectancy insights based on in-depth underwriting and analysis. Embrace the power of data-driven strategies to protect your clients' futures. Click here for details: https://brnw.ch/21wKlmE

Still time to sign up for our webinar tomorrow Tuesday, April 23 to find out how to take the mystery out CBCs by utilizing them more for enhanced underwriting decisions.

Wondering about the benefits of bond insurance? Here's a quick overview: Risk Mitigation: Bond insurance provides protection against default risk, ensuring that investors receive timely interest payments and the return of principal. Enhanced Credit Quality: Insured bonds typically receive higher credit ratings, making them more attractive to investors and potentially lowering borrowing costs for issuers. Stability and Security: With bond insurance, investors can have greater confidence in the stability and security of their investment, even in uncertain market conditions. Interested in learning more about how bond insurance can benefit you? Contact Saxon Wealth Inc. for expert guidance and coverage options tailored to your needs. Your financial security is our priority! 𝐒𝐚𝐱𝐨𝐧 𝐖𝐞𝐚𝐥𝐭𝐡 𝐈𝐧𝐜 – Purveyors of Financial Advising Saxon Wealth Inc. Visit: https://saxoninc.net/ Call +27 31 303 1378 or email [email protected] #saxonwealthinc #financialplanningservicesdurban #financialadvisordurban #financialplannerdurban #bondinsurance