PBR & 2017 CSO Tables – What are They and How Does it Impact your Client? - #016

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Synergy Thinking

Business


What are PBR and CSO tables and how do they impact your client? Join Stephanie Alper-Lisi and Robert Stuchner as they discuss the changes in principal-based reserving (PBR). On today’s show, we talk with Robert about changes in mortality rates, how principal-based reserving affecting carriers in New York, if this will have a positive or negative effect on life insurance, and how Synergy Life Brokerage can navigate changes to principal-bass. Learn more about PBR and CSO tables and how you can discuss this with your clients today at www.SBKG.com.Show Notes:00:00 Who is Robert Stuchner and Stephanie Alper-Lisi00:41 What the changes in mortality rates are affecting the insurance industry02:45 Is this change going to have a positive effect on carriers?04:18 How is principal-based reserving affecting carriers in New York?05:30 How is Synergy Life Brokerage helping brokers navigate changes to principal-bass?