If you have taken out a mortgage or obtained new automobile insurance in the last few years you have probably used an electronic signature (e-signature) platform. An e-signature provides both extraordinary convenience and the same legal standing as a handwritten signature, as long as it complies with regulations published by the National Institute of Standards and Technology (U.S. Department of Commerce). The beauty of e-signatures versus traditional wet signatures is that they can be executed portably and with ease via computers and devices. An insured can sign a document anywhere and anytime...
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06 February 2023
In May of 2019 we posted a conversation with Bobby Samuelson to Windsor's website that we ambitiously called, The World of Indexed Universal Life. That blog has led all Windsor blogs in popularity right up to today. Indexed UL has ex...
07 December 2022
Much change has occurred in underwriting and the underwriting process during the past couple of years. A great deal of this has centered on how to make life insurance more accessible for prospects who are demanding a faster, better and less inv...
31 October 2022
In June, 2019, Windsor's Marty Flaxman wrote one of our most popular blogs, "Today There's a $22 Million Lifetime Gift Tax Exclusion - Your Clients Can Use It or Lose It." We asked Marty to revisit this post as we approach 2023, with onl...
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09 May 2023
The future is uncertain; however, at times one gets a glimpse of possibilities that may soon have enormous impact on underwriting. In addition, there are several developments affecting underwriting and the life industry today, especially concer...
20 March 2023
Last month we featured guest Bobby Samuelson and Windsor's Marc Schwartz in a conversation about "The World of Life Insurance – Version 2023." In the course of that discussion, Marc and Bobby both touched on the recent introduction of Variable ...
06 February 2023
In May of 2019 we posted a conversation with Bobby Samuelson to Windsor's website that we ambitiously called, The World of Indexed Universal Life. That blog has led all Windsor blogs in popularity right up to today. Indexed UL has ex...
07 December 2022
Much change has occurred in underwriting and the underwriting process during the past couple of years. A great deal of this has centered on how to make life insurance more accessible for prospects who are demanding a faster, better and less inv...
31 October 2022
In June, 2019, Windsor's Marty Flaxman wrote one of our most popular blogs, "Today There's a $22 Million Lifetime Gift Tax Exclusion - Your Clients Can Use It or Lose It." We asked Marty to revisit this post as we approach 2023, with onl...