I'm curious to compare notes with other agents who have experience with policy loans taken by their clients against whole life and/or universal life insurance policies.
Are you experiencing:
1. Longer processing times?
2. Additional procedures in place to request a loan?
3. Any failures to process based on "NIGO" like reasons (i.e. missing requirements that are not communicated and/or were never requirements in the past)?
If you'd rather discuss privately please feel free to either PM me or contact me through the Insurance Pro Blog web site.
Thanks in advance for any information provided.
Are you experiencing:
1. Longer processing times?
2. Additional procedures in place to request a loan?
3. Any failures to process based on "NIGO" like reasons (i.e. missing requirements that are not communicated and/or were never requirements in the past)?
If you'd rather discuss privately please feel free to either PM me or contact me through the Insurance Pro Blog web site.
Thanks in advance for any information provided.