Posts Tagged “underwriting”

The knowledge and experience that got forgotten…

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When I took on my new job in Quebec as a Sales Director, one of the first cases that required my attention and involvement was the replacement of a $50 million case and transfer of the cash values into new policies since the original policies were interest driven and about to implode. After many months…

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Kong v. Manulife: a field underwriting case study

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  After one of my advisor of Lebanese origin submitted life applications on his friends of the same origin, all of these apps were declined because all of the applicants had a dream of visiting one day their native land. This started a war between me and the underwriters because as I said to them:…

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