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Preparing clients for the underwriting process

Preparing clients for the underwriting process will help you avoid the “it’s not done yet” speech. Underwriting has always been a hurdle to jump over when applying for life insurance. With new regulations imposed on insurance companies, home office underwriters take a...

Social Security’s Financial Outlook

The Center for Retirement Research at Boston College has released a new brief titled, “Social Security’s Financial Outlook: The 2014 Update in Perspective,” by Alicia H. Munnell, director of the center. The brief’s key findings are: The 2014...