A recent Nationwide survey reveals how clients are feeling right now As inflation continues to rise, many clients are canceling or postponing major life events such as: Buying a home Retiring Starting a family Holding a wedding Download the infographic with more key findings to help inform your conversations with and recommendations to clients as.With average annual returns of just 2.9% for the 20-year period from 2000 to 2020, the average investor underperformed virtually every asset class, from the 8.7% return of small cap stocks to the 3.0% return of short term bonds.
Services
ISSUE INSURANCE is a full service brokerage general agency founded in 1972. We've helped thousands of agents provide their clients with better values in life insurance, long term care insurance, disability insurance and fixed annuities. Our goal is to develop long term relationships with financial service professionals.
In order to write business with ISSUE's carriers, you will need to get appointed with each carrier. ISSUE uses SureLC by SuranceBay-a secure online appointment software. SureLC makes getting appointed with carriers super quick and easy. You will need to have current AML training and E&O insurance in order to get appointed with most carriers.
There may be situations where we are unable to obtain traditional medical requirements due to either vendor closure or limited staff. In those circumstances, we're temporarily offering an alternative to underwriting for pending or newly submitted formal applications. If we are unable to get adequate data from the data sources, Pacific Life may require traditional underwriting methods. Please contact us for more information, as this will be on a case-by-case basis. The PruFast Track process is based on a statistical model.
September is Life Insurance Awareness Month, and there has never been a more relevant time for life insurance than right now. ISSUE is excited to provide our agents with quality, consumer-approved graphics, email templates, videos and more to help you educate and empower your clients and community to protect their families' futures. The word documents below can be customized and sent out to your clients via email or printed letter.
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