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The GLP-1 Effect: Hype vs. Reality in Underwriting

By Julie Melendez, Director of Underwriting Across the cases we see at SPG Life &…

Term vs. Perm for Business Owners

For business owners, liquidity is everything. The ability to access capital quickly, without disrupting operations…

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Underwriters See Paper and Test Results – Your Cover Letter Allows Them to Really See Your Client

Underwriters see paper and test results. Your cover letter allows them to really see your…

Your Clients Think Taxes Are Going Up – They’re Waiting for You to Help Them Prepare

By Gonzalo M. Garcia, CLU A Nationwide Retirement Institute survey published recently by InvestmentNews confirmed…

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