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Ron Sussman is founder and chief executive officer of PolicyAudits.com and CPI Companies. He counsels high-net-worth individuals through risk management analysis and life insurance planning strategies. Ron may be contacted at [email protected]
Articles by this author
Traditional life insurance policies have many benefits for solving income-based needs, if those products are responsibly managed and if the purchaser truly understands the risks.
October 2017 | LIFE | Read Article →
Life insurance for the living is a way to make a product relevant to younger generations of consumers.
June 2017 | LIFE | Read Article →
Focusing on the policy’s probability of success, instead of the cost, will get your client to say yes.
March 2017 | LIFE | Read Article →
Organizing your sales practices and providing your client with as much information as possible will help you grow your client and renewal base.
January 2017 | LIFE | Read Article →
Charity-owned life insurance has immense potential for social good, but industry professionals may not have the knowledge or tools to use it properly.
March 2016 | LIFE | Read Article →
From an early payment that cost a client 19 years of coverage to a blunder that almost cost a client $1 million, the lessons learned from these cautionary tales can help you be a hero to your clients.
July 2015 | LIFE | Read Article →
Successfully guide clients and policyholders through the trickiest time of year.
December 2014 | LIFE | Read Article →
A poll suggests the industry is neglecting to educate policyholders about the importance of reviewing their terms annually and following all major life changes.
September 2014 | LIFE | Read Article →
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