TOADS. Treatment, Onset, Age, Diagnosis, Severity

Greetings from the Admin Team at Lakeview Financial. To quote Benjamin Franklin, “An ounce of prevention is worth a pound of cure.” This same ideology applies to underwriting your client. Preparation is crucial to ensuring your client is presented in the best light from both a medical and financial perspective. Collecting data about your client […]

Policy Review (1)

Why We Need Annual Policy Reviews

The book of business you have been entrusted to take care of is your best chance for success.  Taking the time annually to review your cases and meet with your clients enables you to better serve your customer. In the life insurance arena, it is imperative that the agent completes annual reviews because the financial […]

Are You Covered?

Business Insurance Made Simple

This term business insurance covers a lot of ground.  We often find that agents that do not specialize in this market, view it as overwhelming. This leads to the over complication of the sale.  All businesses need protection in various forms, that is the simple fact of doing business. Weather it’s health, disability, or liability […]