A critical opportunity

Part one of this three-part series outlines the critical illness (CI) insurance market, and the opportunity it holds for advisors. Part two, on Wednesday, highlights sales strategies for advisors, and part three, on Thursday, explores how the product has changed and evolved in recent years. Learn more about CI insurance in a video featuring Karen Cutler, vice president and chief underwriter with Manulife Financial Corp., and in a webinar featuring Mark Halpern, president of illnessPROTECTION.com.

July 24, 2014

The changing face of CI

Despite some uncertainties, recent developments have made critical illness insurance more attractive to some clients

  • July 24, 2014 October 21, 2019
  • 07:00

The key to success with CI

Use real life scenarios that clients can relate to, and avoid scare tactics when selling CI insurance

  • July 23, 2014 October 21, 2019
  • 08:25

Navigating the underwriting process for CI insurance

Karen Cutler, VP and chief underwriter at Manulife Financial, discusses steps advisors can take to avoid disappointment when selling critical illness insurance. She addresses rated cases, risk factors, and premium tolerance vs face amount as a priority for clients.

  • July 22, 2014 October 21, 2019
  • 09:30

CI: An untapped market

Rising costs and rigorous underwriting have many advisors reluctant to sell CI, but experts say the product appeals to many clients

  • July 22, 2014 October 21, 2019
  • 09:00