Annuities, Life, Underwriting FAQ

Davis Life & Annuity is Now Part of Simplicity Group!

NEWS RELEASE FOR IMMEDIATE RELEASE MEDIA CONTACT Trent Davis and Jon Davis, Co-Principals, Davis Life & Annuity Simplicity Group Holdings, Inc. P: 800-747-5612 E: DLB@DavisLife.com Simplicity Group Holdings Acquires Davis Life & Annuity and Partners with Jon and Trent Davis New York, NY (January 9, 2019) – Simplicity Group Holdings, Inc. (Simplicity) is pleased to… Continue reading Davis Life & Annuity is Now Part of Simplicity Group!

Underwriting FAQ, Video Library

Ask The Underwriter: Clients with a Cancer History

March 28, 2014 | BY AL STOCKWELL and BOB PEDIGO The second in a series of 6 videos featuring Al Stockwell: Director of Life Marketing at Davis Life & Annuity and Bob Pedigo: Vice President of Underwriting. This video focuses on clients who have an existing or previous cancer diagnosis, the questions you should ask,… Continue reading Ask The Underwriter: Clients with a Cancer History

Underwriting FAQ, Video Library

Ask The Underwriter: Anxiety and Depression

May 5, 2014 | BY AL STOCKWELL and BOB PEDIGO Because a diagnosis of anxiety and/or depression are so common today, you need to understand how it can affect the underwriting process. Watch this video to learn more. Featuring Al Stockwell: Director of Life Marketing at Davis Life & Annuity and Bob Pedigo: Vice President… Continue reading Ask The Underwriter: Anxiety and Depression

Underwriting FAQ, Video Library

Ask The Underwriter: Coronary Heart Disease

April 11, 2014 | BY AL STOCKWELL and BOB PEDIGO The third in a series of 6 videos featuring Al Stockwell: Director of Life Marketing at Davis Life & Annuity and Bob Pedigo: Vice President of Underwriting. This video focuses on clients who have coronary heart disease, the questions you should ask, and how the… Continue reading Ask The Underwriter: Coronary Heart Disease

Underwriting FAQ, Video Library

Ask The Underwriter: Crohn’s Disease

January 15, 2016 | BY AL STOCKWELL and BOB PEDIGO Crohn's disease and Ulcerative Colitis are often misunderstood. There are numerous mitigating factors that affect each case differently, so it is important to understand how different symptoms can affect the underwriting process. Watch this video to learn more. Featuring Al Stockwell: Director of Life Marketing… Continue reading Ask The Underwriter: Crohn’s Disease

Underwriting FAQ, Video Library

Ask the Underwriter: Sleep Apnea

January 28, 2016 | BY AL STOCKWELL and BOB PEDIGO Sleep apnea is more than just a simple case of snoring. It is a very serious medical condition that can cause chronic headaches, high blood pressure, congestive heart disease, and even stroke. The latest video in the series explains why getting treatment and follow-up treatment… Continue reading Ask the Underwriter: Sleep Apnea

Underwriting FAQ, Video Library

Ask the Underwriter: Financial Underwriting

February 11, 2016 | BY AL STOCKWELL and BOB PEDIGO Is the amount of coverage requested on an application realistic to the case? Are the clients asking for too much or too little? Financial Underwriters will find out. Watch as Al Stockwell and Bob Pedigo talk about how financial statistics such as salary, income reporting,… Continue reading Ask the Underwriter: Financial Underwriting

Underwriting FAQ, Video Library

Ask the Underwriter: Stroke

March 8, 2016 | BY AL STOCKWELL and BOB PEDIGO The fourth video in the 2016 series covers the different types of strokes and how they affect the case placement process. Bob and Al discuss the importance of properly documenting recovery, lifestyle, medical history, and related factors when preparing a life policy application and cover… Continue reading Ask the Underwriter: Stroke