If you have taken out a mortgage or obtained new automobile insurance in the last few years you have probably used an electronic signature (e-signature) platform. An e-signature provides both extraordinary convenience and the same legal standing as a handwritten signature, as long as it complies with regulations published by the National Institute of Standards and Technology (U.S. Department of Commerce). The beauty of e-signatures versus traditional wet signatures is that they can be executed portably and with ease via computers and devices. An insured can sign a document anywhere and anytime...
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22 March 2022
You've met with your clients and their financial advisors on a few occasions and discussed the clients' financial planning and insurance objectives. Things are going well. The insurance plan and product you are proposing meet the clients' needs...
15 February 2022
If we had a nickel for every time a carrier suggested we spend more time showing life insurance as a supplemental retirement income strategy, we would have a ton of nickels. After all, Windsor was started by Jerry Schwartz and Hal Brooks...
01 December 2021
Ready for some fast and furious sales ideas that can help you get a head start on 2022? Here are some of the best from Windsor and our carriers including: The retired wealthy client who has no cash The couple on the edge of t...
Latest Articles
13 November 2023
The popularity of Index Universal Life products has stirred up the creative talents of many professional financial advisors, and nowhere has that creativity been more apparent than in the area of policy loan rescues. This presents a significant...
16 October 2023
Artificial Intelligence (AI) is top of mind today in the business community and elsewhere, and if estimations are correct will continue to be so in the future. It has been described in terms such as "transformative" and "next level," and promises to ...
24 July 2023
DuWayne Kilbo, MBA, FLMI, Senior Vice President and Chief Underwriter, Windsor Insurance Associates, Inc. Cindy Davis, FALU, FLMI, ACS, Vice President, Senior Underwriting Consultant, Underwriting/International NFP High net worth individuals an...
09 May 2023
The future is uncertain; however, at times one gets a glimpse of possibilities that may soon have enormous impact on underwriting. In addition, there are several developments affecting underwriting and the life industry today, especially concerning t...
20 March 2023
Last month we featured guest Bobby Samuelson and Windsor's Marc Schwartz in a conversation about "The World of Life Insurance – Version 2023." In the course of that discussion, Marc and Bobby both touched on the recent introduction of Variable UL pro...