CBIZ Special Risk
Home · Overview · Leadership & Staff · News · Contact · 800-422-7536

In today’s market, carrier financial strength and commitment to specific markets is no longer a given. In addition, product innovation and change is happening more quickly than ever. As a professional, you need to rely on a resource to ensure you have both carrier and product recommendations that are the appropriate fit for your client and their unique set of circumstances.

Our Carrier and Product Intelligence Team researches and stays current on carrier and product developments as well as determining the appetite for certain types of risks. Our proprietary carrier and product intelligence is carefully integrated to help ensure the most favorable result is obtained for you and your client.

Check out the latest Product & Carrier Intelligence in the Product & Carrier Intelligence IdeaCenter>>

Ask Our Experts

Don Kim
Manager, Product & Carrier Intelligence
858-444-3111
Biography
Shauna Winer
Product & Carrier Intelligence Analyst
858-444-3115
Biography

Upcoming Deadlines for Carrier and Product Changes

Posted on February 2, 2012

... read more »

Carrier and Product Updates- January 2012

Posted on January 10, 2012

... read more »

Carrier and Product Updates- December

Posted on December 14, 2011

... read more »

Carrier Updates- October

Posted on October 7, 2011

PERMANENT COVERAGE UPDATES MetLife - Effective August 1st – MetLife will Increase the Pricing of the Guarantee Advantage UL Product – In general, rates will increase by approximately 5% and death benefit option B will no longer be available... read more »

Carrier and Product Updates- August

Posted on August 30, 2011

PERMANENT COVERAGE UPDATES Lincoln-Effective August 15th – Lincoln Introduced the LifeReserve Indexed UL – This new product represents an update of the current version with a focus on improving accumulation, distributions, and... read more »

Carrier and Product Updates – July

Posted on July 27, 2011

... read more »

Carrier and Product Updates- May

Posted on May 13, 2011

Effective April 18th OPTerm and Penn Term Rate Reduction – The rate changes affect male rates in the 15, 20, and 30-year term plans. There are no rate increases.  Click for More Information Effective May 2, 2011, SUL Protector will be... read more »

Indexed Universal Life – Looking Under the Hood

Posted on February 11, 2010

Author: Glen A. Coral CLU, ChFC Director, Advanced Markets Planning Indexed Universal Life (IUL) policies provide an opportunity to indirectly participate in the growth of a stock market index without assuming the normal risk of direct... read more »