Category

April 2018

Category

“You Can’t Judge a Book by its Cover”

This phrase makes good sense and reminds us that things are rarely as they appear. That’s true of books and wine labels, and it’s true of life insurance policies. Which brings me to the issue of spreadsheeting. Whether you are selling a term, IUL, VUL, whole life, or any policy, spreadsheet comparisons rarely get us to the point where our value to producers is at its high point—which is finding the best solution for our producers to offer their clients.