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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
Why asking clients to pay a little more could head off a whole lot of problems.
May 2018 | LIFE | Read Article →
To represent our clients properly, we must understand exactly how indexed universal life products work, what assumptions were made by the issuer and how close those assumptions are to the issuer’s ability to make them come true.
February 2018 | LIFE | Read Article →
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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