Davis Life & Annuity is know for its innovative and informative video library. Our videos explore such topics as DOL Compliance, how various ailments affect underwriting, and insight into how to grow your practice. We hope you enjoy our expansive, comprehensive video library.
Ask the Underwriter
- Anxiety & Depression
- Chronic Pain
- Clients with a Cancer History
- Coronary/Heart Disease
- Crohn’s Disease
- Family History
- Financial Underwriting
- Gastric Bypass
- Sleep Apnea
ASK THE UNDERWRITER: ANXIETY & DEPRESSION- 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. CLICK HERE to watch the video.
ASK THE UNDERWRITER: CLIENTS WITH A CANCER HISTORY- This video focuses on clients who have an existing or previous cancer diagnosis, the questions you should ask, and how the answers might affect the underwriting decision. CLICK HERE to watch the video.
ASK THE UNDERWRITER: CORONARY/HEART DISEASE- This video focuses on clients who have heart disease, the questions you should ask, and how the answers might affect the underwriting decision. CLICK HERE to watch the video.
ASK THE UNDERWRITER: CROHN’S DISEASE- 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. CLICK HERE to watch the video.
ASK THE UNDERWRITER: FAMILY HISTORY- This video focuses on what you the producer need to be aware of when it comes to your client’s family history, and how it can affect the underwriting process.
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ASK THE UNDERWRITER: FINANCIAL UNDERWRITING- 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, future earning potential, and business structure can affect the policy approval process. CLICK HERE to watch the video.
ASK THE UNDERWRITER: GASTRIC BYPASS- This explains how gastric bypass affects the case placement process, as well as dis-spells several misconceptions about the procedure. CLICK HERE to watch the video.
ASK THE UNDERWRITER: PRE-CONDITIONS- This video separates myth from reality about what preconditions are, how they may or may not progress, and how they affect the underwriting process. CLICK HERE to watch the video.
ASK THE UNDERWRITER: SLEEP APNEA- 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. This video explains why getting treatment and follow-up treatment is important in life insurance underwriting. CLICK HERE to watch the video.
ASK THE UNDERWRITER: STROKE- This video covers the different types of strokes and how they affect the case placement process. Discussed are the importance of properly documenting recovery, lifestyle, medical history, and related factors when preparing a life policy application and cover sheet. CLICK HERE to watch the video.
Davis Life & Annuity Presents
- Accumulation or Guaranteed Income
- All About Contracting
- Are You Ready for the DOL?
- From Exam to Delivery: Understanding the Life Insurance Process
- Jamie Peterson Talks Annuities
- Life Tip of the Week with Al Stockwell, March 3, 2016
- Life Tip of the Week with Al Stockwell, April 10, 2016
- Life Policy Reviews
- A Special DOL Message from Trent Davis
- Benefit Riders in Action
- Life Reviews in Action
ACCUMULATION OR GUARANTEED INCOME? THE ANNUITY QUESTION
Annuity Marketing Executive Brenda Miller outlines a great way to break the ice for annuity product selection, and how Davis Life & Annuity can help. CLICK HERE to watch the video.
ALL ABOUT CONTRACTING
Unsure what the process is to get appointed with a new life or annuity carrier? Contracting Coordinator Amanda Moede explains what to expect. CLICK HERE to watch the video.
ARE YOU READY FOR THE DOL?
The recently implemented DOL Fiduciary Rule has us all scratching our heads. Director of Annuity Marketing PJ Behrens addresses what we know, and what is still up in the air as far as implementation and enforcement. CLICK HERE to watch the video.
FROM EXAM TO DELIVERY: UNDERSTANDING THE LIFE INSURANCE PROCESS
Life New Business Manager Emily Dawson explains how life insurance cases are placed, and how to explain time-frames to clients. CLICK HERE to watch the video.
JAMIE PETERSON TALKS ANNUITIES
Want to know why Davis Life & Annuity should be your first and last stop for annuity product selection? Annuity Marketing Executive Jamie Peterson can tell you why. CLICK HERE to watch the video.
LIFE TIP OF THE WEEK: MARCH 3, 2016
Each week, the Davis Life & Annuity Life Insurance Department reaches out to producers with a valuable takeaway message. Life Marketing Director Al Stockwell’s video message this week is particularly insightful. CLICK HERE to watch the video.
LIFE TIP OF THE WEEK: APRIL 10, 2016
Another video tip from Life Marketing Director Al Stockwell designed to improve producers’ product knowledge and sales opportunities. CLICK HERE to watch the video.
LIFE POLICY REVIEWS
Want a simple way to break the life insurance ice with your new and existing clients? Life Marketing Director Al Stockwell explains this simple, beneficial, effective program designed to improve clients’ life coverage while providing sales opportunities to producers. CLICK HERE to watch the video.
A SPECIAL DOL MESSAGE FROM TRENT DAVIS
Davis Life & Annuity Co-Owner Trent Davis addresses several myths about the recently implemented DOL Fiduciary Rule. CLICK HERE to watch the video.
BENEFIT RIDERS IN ACTION
Do you have clients who could benefit by adding riders to their life insurance policy? This video shows just how simple and valuable riders are to enhancing a policy’s value. CLICK HERE to watch the video.
Davis Advanced Concepts: Davis Life & Annuity Sales Exchange 2015
- North American: Life Insurance Sales We Walk Past Every Day
- Lincoln Financial: Pull Together, Stand Apart
- EquiTrust: The Power of Single Premium Life
- Bob Pedigo: Putting Cases in the Paid Column
- Legacy Marketing Group: Are You Asking the Right Questions?
- Principal Financial Group: Principal Brings it ALL
- American Equity: Poised to Soar Higher
- Accordia: Lifetime Foundation
- Flikeid Financial: Bill Flikeid
- Nationwide: Chris Cannon
- Transamerica: Jeff McClendon
LIFE INSURANCE SALES WE WALK PAST EVERY DAY- Jeff Ditsworth, Sales Vice President for North American discusses how to spot sales opportunities we see, but don’t realize, every day. CLICK HERE to watch the video.
PULL TOGETHER. STAND APART- Valerie Staublin, CLU, ChFC, Vice President of Sales for Lincoln Financial discusses mutual interest in modern-day life insurance sales. CLICK HERE to watch the video.
THE POWER OF SINGLE PREMIUM LIFE- Jason Goodrich, Senior Wholesale Manager for EquiTrust Life Insurance Company explains details about its newest life product. CLICK HERE to watch the video.
HELPING YOU PUT CASES IN THE PAID COLUMN- Bob Pedigo, CLU, FALU, FLMI, Vice President of Underwriting at Davis Life & Annuity goes over ways in-house underwriters turn declines into approvals with life case applications, and how producers can help. CLICK HERE to watch the video.
ARE YOU ASKING THE RIGHT QUESTIONS: SUCCESS STARTS WITH INFORMATION- Frank Ertel, CLU, Vice President of Sales, Legacy Marketing Group, reviews important time-saving steps to gain valuable client information, and how to use that information effectively. CLICK HERE to watch the video.
PRINCIPAL BRINGS IT ALL- Michelle Tish, CLU, ChFC, Regional Vice President, Principal Financial Group explains hor Principal Financial Group offers complete, tailored financial planning for individuals and business. CLICK HERE to watch the video.
POISED TO SOAR HIGHER- Whitney Gramlich, Field Marketing Specialist with American Equity highlights several of American Equity’s most successful products as well as new strategies for the future. CLICK HERE to watch the video.
LIFETIME FOUNDATION-Darren Cooper, MBA, CLU, ChFC, Vice President – Sales with Accordia explains how starting with basic life products at a young age turns into sales opportunities later on with better chances for increased coverage for clients. CLICK HERE to watch the video.
FLIKEID FINANCIAL- William E. Flikeid, owner if Flikeid Financial, Inc. addresses ways to roll life insurance into a complete financial planning practice. CLICK HERE to watch the video.
NATIONWIDE: CHRIS CANNON-Chris Cannon, LUTCF, Regional Vice President, Business Solutions Group, Nationwide goes over Nationwide’s newest product offerings and planning strategies. CLICK HERE to watch the video.
TRANSAMERICA: JEFF MCCLENDON-
Jeff McCLendon, Regional Sales Director, Transamerica gives a brief overview of the latest Transamerica product options. CLICK HERE to watch the video.
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