Insights

Stay in the loop on NFPIS updates, industry trends, expert insights, and more.

Jun 29, 20221 min read

Success Story: Life Insurance Providing Liquidity for a Cross Purchase Buy-Sell Agreement

Quick Facts Age: 32/39 Client goal: To provide liquidity for a cross purchase buy-sell agreement in the event of a premature death of one...

May 13, 20223 min read

Underwriting for Older Ages and in General…Where Did the Pandemic Leave Us?

The landscape for life insurance underwriting at older ages shifted during the pandemic and purchasing life insurance policies for people...

Apr 25, 20221 min read

CEO Forum: In conversation with Finseca

Howard Sharfman has an intimate conversation with Finseca's Bonnie Godsman, President & Josh Caron, Vice President of Legislative...