Modern Life

🚨 Advisors can now generate quote comparisons for permanent insurance products instantly through the Modern Life platform. Available for all fixed and variable products, our instant quoting feature is another way we're building the fastest path from advice to coverage. Learn more here: https://lnkd.in/eZn9Sj4E

Clients with sleep apnea can face challenges securing desirable life insurance rates, but informed advisors can make all the difference. Learn how to navigate underwriting, including: ✅ Tips for managing common roadblocks ✅ Key factors underwriters consider ✅ Ways to advocate for better underwriting outcomes Read more here: https://lnkd.in/ecirVeQz #Underwriting #SleepApnea #LifeInsurance

From premium flexibility to utilizing gift tax exclusions, learn how private split-dollar arrangements can improve your clients' wealth transfer strategy. Download our whitepaper here: https://lnkd.in/efJEJUPv #LifeInsurance #WealthManagement

Diabetes impacts over 11% of the U.S. population and is a common underwriting impairment advisors face. Understanding how carriers assess diabetic clients and the nuances of A1C control can help advisors improve their odds of securing better-than-standard offers. Learn more here: https://lnkd.in/eZfrUeXE #underwriting #lifeinsurance

We’re pleased to announce that Modern Life has achieved SOC 2 certification, the gold standard for data security and compliance. This milestone reflects our unwavering commitment to maintaining the highest standards of security and reliability for the firms and carriers we support, providing a secure foundation for seamless collaboration and exceptional service. #SOC2Certification #DataSecurity #LifeInsurance

The legal U.S. cannabis industry is valued at $34 billion, and growing quickly. However, cannabis entrepreneurs still face hurdles accessing life insurance and financial products. Read our latest newsletter to discover how life insurance advisors can tap into this burgeoning market. #LifeInsurance #CannabisIndustry

A spousal lifetime access trust (SLAT) is a powerful estate planning tool that offers financial flexibility while minimizing tax liabilities. Learn how SLATs can benefit high-net-worth clients by incorporating life insurance and strategic asset management. Explore more here: https://lnkd.in/eTSs9xGB #EstatePlanning #LifeInsurance #WealthManagement

Indexed Universal Life (IUL) insurance is a great option for clients seeking cash value accumulation with downside protection and a death benefit. Learn more about how IUL can fit into long-term financial planning and the risks to consider before recommending it to clients. Read more here: https://lnkd.in/emJvprhc #LifeInsurance #FinancialPlanning #AdvisorTips

We’re thrilled to welcome Adam Stolz as our new Director of Strategic Growth! Adam brings nearly two decades of experience in the fintech and insurance space to the Modern Life team. 🚀 #NewHire #Team

As the end of the year approaches, now is the perfect time to start policy reviews with clients. Read our article to discover how you can help clients get the most out of their life insurance policies. #LifeInsurance #PolicyReviews