More Egregious Agent Tricks

May 30, 2018
Sometimes I just have to shake my head at the lengths to which some folks will go to (try to) make a buck. Such is the case with these would-be Moriarty’s: “Southland agents arrested...

Gruesome MVNHS© “Tricks”

May 14, 2018
Britain’s Much Vaunted National Health System© has a sordid history of baby-killing (most recently here), but...

Questionable Client Tricks

December 5, 2017
Well, not so much “tricks” as judgement: One of our P&C clients is going through Open Enrollment at work, and the voluntary term life for both himself and his wife is going up pretty...

Oblivious Carrier Tricks

August 8, 2017
This isn’t really a big deal, but I sometimes wonder about Home Office Critters and whether they actually read what they write. Case in point: I’m currently working on a Retirement Income Disability plan...

Desperate Agent Tricks

April 4, 2017
I often get raised eyebrows when I mention to folks that one of my group clients is a local cemetery (the folks in the front office). But that’s really mild compared to the (alleged)...

Stupid Industry Tricks

February 21, 2017
So, the life insurance industry runs a side-gig called “Life Happens” that’s designed to ramp up awareness of the need for life insurance (d’unh). We’ve blogged about it a few times (here, for example)...

Stupid Prospect Tricks

September 16, 2016
So for several months, I’ve been following up on a referral. Susie is a friend-of-a-friend, and came to me for some life insurance quotes. We discussed her needs, did a pre-screen, and I got...

Costly Carrier Tricks

August 2, 2016
We’ve written before about the ‘contestability clause ‘ in life insurance contracts. Briefly, these allow the insurer a (brief) window of time to “review a recently approved policy to see if there were any...

Amusing Vendor Tricks

June 24, 2016
So, a couple of weeks ago I posted on a (new?) insurance funding product called HMA (Health Matching Account). I was mildly critical of it, primarily because the folks pushing it were working very...

Stupid Vendor Tricks

May 31, 2016
I’ve always believed that the best way to do business is to look for ways to do business; that is, throw up as few roadblocks as possible (with zero being optimum). Glitches do happen,...
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