Product selection is a huge part of the life review. That process is influenced by the planning strategy, whether term or permanent products are used. In addition, the medical profile of the insured needs to be matched to the carrier with the most benevolent underwriting. Steve and Richard discuss the fundamentals of product and medical analysis of the life audit.
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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the #1 online author and videographer of insurance content. Steve has been cited on FO... More