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  • Product Matters! March 2006, Issue No. 64
    assumption about the level of underwriting exceptions a direct writer makes should be included in the product ... underwriting philoso- phy and practices of the direct writer. Interpreting the automatic requirements ...

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    • Authors: Garth A Bernard, William R Horbatt, Donna Claire, Susan Saip, Mary Broesch, Christian David Klein, Elinor Friedman
    • Date: Mar 2006
    • Publication Name: Product Matters!
  • Annuitization Doesn’t Have to Be a Bad Word
    Annuitization Doesn’t Have to Be a Bad Word Income i.e., immediate annuities are insurance products ... financial needs such as healthcare and long-term care, as well as estate preservation and other needs ...

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    • Authors: Garth A Bernard
    • Date: Mar 2006
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Product Matters!
    • Topics: Annuities>Payout annuities