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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
June 15, 2011 at 08:00 PM
Creative Marketing has hired Bernice Casey as senior underwriting consultant and life insurance underwriting instructor to its Life Sales team.
Casey will serve as the in-house underwriting expert and, as underwriting instructor, will work closely with internal sales consultants and affiliated agents and advisors to streamline processes and ensure the submission of more complete cases.
Casey has nearly 30 years of underwriting experience. Prior to joining Creative Marketing, she spent five years as a remote underwriter and served as a senior underwriting consultant at John Hancock/Manulife.
“We look forward to utilizing Casey’s expertise and enthusiasm to help improve the underwriting process for our agents and their clients,” says Mike “Cy” Cajthaml, senior vice president of Life Sales. “Bernice Casey is a very welcome addition to the Creative team and will prove to be a trusted resource for our agents who either currently sell life insurance or those who want to start writing life insurance policies.”
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