PLAY PODCASTS
Life Insurance Lingo Made Easy

Life Insurance Lingo Made Easy

Wealth Talks · Jesse McFie

April 9, 201933m 5s

Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

  • What's the difference between direct and and non-direct recognition? Does it matter? 🤷‍♀️
  • How does Re-insurance protect policy owners and beneficiaries?
  • An inside perspective on Artificial Intelligence (AI) coming into underwriting processes.
  • Official Ratings versus strong financials and Capital Surplus.

Special Interview with 2 Vice Presidents of Ameritas Life Insurance Company: Rob Sharp and Kelly Halverson

(Kelly is also an Actuary - one of the scientists who crunch the numbers behind life insurance)

Ameritas provides a great selection of whole life and term life insurance policies with strong guarantees.

Questions answered, big words made easy + an inside perspective on what it takes to make strong guarantees for policy owners at Ameritas.

Resources:

Ameritas 2018 Annual Report - Open

Ameritas Financial Highlights - Web Link

Direct of Non-Direct Recognition: What Difference Does it Make? - Blog