Category Archives: Competitive Analysis

Rates Rise.. again!

Rates are increasing for the products below  effective November 7, 2021!  Purchase payments received on or after this date will receive the new rates.  Please see the…
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2021 Tax Free Income Update

AG-49a is now in effect and here is a good look at income solves as of January 2021.  There has been a significant…
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Tax Free Income Landscape

The Insurance Industry has been under a lot of stress lately due to regulation, low interest rates, and high volatility.  These pressures have…
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Guranteed Universal Life Landscape Q3 2020

With continued low interest rates and muted client engagement in 2020, the Guaranteed Universal Life (GUL) space has become smaller and more competitive…
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