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Life Insurance Lingo Made Easy

Author
Jesse McFie
Published
Tue 09 Apr 2019
Episode Link
https://wealthtalks.libsyn.com/life-insurance-lingo-made-easy

  • 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

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