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POINTS

Data, Analysis, Industry, Culture

In our August post, I wrote about both the necessity and time-consuming nature of policy reviews, and I presented LifeTrends' unique time-saving solution, the PRECalc® tool. After writing the article, I had the unique privilege of hearing from a few of our distribution partners who...

A man walks into…a producer's office with a bag of extra cash to put towards his future financial needs. The producer suggests putting the money into a life insurance policy so that he can provide financial security to his loved ones upon death, while also...