Monthly Archives: September 2021

Solutions for Unusual Life Risks

September is Life Insurance Awareness Month (LIAM).  Hopefully you have all seen and used the great marketing material and informational pieces coming out of Life Happens in coordination with LIAM.  This year’s LIAM spokesperson is the recording artist Kelly Rowland who has enjoyed a lucrative solo career following her time as part of the renowned […]

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Risk Spotlight – Real Life Case

A 42-year-old general dentist was in the process of purchasing a flourishing practice from a retiring colleague.  To fund the $1,250,000 transaction, she had secured terms for a practice loan from a commercial bank on a 10-year note.  The client had satisfied most of the lender’s demands, but was struggling to secure a collateralized life […]

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Not All Lloyd’s DI Policies Are Created Equal

The use of Lloyd’s of London personal lines coverage has seen an increase in recent years.  One reason is due to the realization by employers that benefit options must address the needs of their diverse workforce which includes protecting highly-compensated key employees with an equitable disability benefits solution.  Remaining competitive by attracting and retaining key […]

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