Author Archives: Scott Karstens

AG-49a Transition Resource

AG 49a is expected to go into affect December 14, 2020 and most Insurance Companies are prepared to be ready prior to that…
Continue reading

Life Client Transfer from Athene to Accordia

Policy Novation (Notice of Transfer from Athene to Accordia) Novation/Assumption is the process of changing the financially responsible company listed on the policy…
Continue reading

Reprice on Protective Advantage Choice UL

Effective October 19, 2020, our Protective Advantage Choice UL product will be repriced with a slight rate increase to accommodate the current interest…
Continue reading

2020 Year-End Procedures for PL Promise Products

2020 Year-End Procedures for PL Promise Products It's time to prepare for 2020 year-end closing. As always, our goal is to make this…
Continue reading