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Underwriting Guidelines

Please click the above link to find any guidelines

Past Articles

2018 Professional Corporation Tax Savings Act Presentation
The Insured Asset Conversion Trust Presentation
Insured Asset Conversion Trust (IACT) – High Income Less Taxes
Have You Checked Your Clients Term Today?
“Multiple Policies” The Webinar Presented by Paul Himmelstein
Multiple Policies Are Better Example 2
Multiple Policies Are Better!
Art of the Deal
Smokers get Non-Smoker Rates
Underwriting Miracles
Proactive Planning
Tax Leveraged Supplemental Retirement Income
Tax Leveraged Reduced Cost Life Insurance
Tax Leveraged Long-term Care Plan
Tax leveraging the new tax law
Professional Tax Relief Act of 2018 Reap the Rewards
Financial Underwriting
Secrets of Underwriting
Underwriting Basics
PIG PLAN
The Deductible Insurance Policy
Greatest Time To Find the Money and Opportunities from 1040’s
Business Mortgage Leads Program
AIG Comparison of Chronic care and LTC riders
Maximize your Pension
Pot Smokers can get Preferred Non Smoker Rates
ABR-LTC-CC-TC Explained
Simplified Issue Competitive Term with Excellent Commissions
The Art of Big Cases
Life after AG 48 The Law, The Effects, The Opportunities
Underwriting Deal Time
25 Items Advisors Need

Resources

Life Insurance Quote Generator
Forms Library
Product Search
Underwriting Guidelines
Sales & Marketing Support
Niche Essentials
Insured Asset Conversion
SBA Super Close
Required Minimum Distribution
Video Library

Himmelstein Financial

Paul Himmelstein CLU ChFC
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Bloomfield, CT 06002

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