Category Archives: Life Insurance

New York Life Underwriting Update: Temporary Changes for COVID-19

Underwriting without a paramed exam Use paramed vendors where possible Where paramed services are still available, requesting the completion of normal age and…
Continue reading

Income Replacement 101

[vc_row][vc_column][vc_custom_heading text="So what is Income Replacement and why does it matter to me?" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]The Income Replacement conversation is centers around the idea that…
Continue reading

PacLife – Lynchburg: Underwriting and Operation Updates COVID-19

Temporary Underwriting Requirement Adjustments There may be situations where we are unable to obtain traditional medical requirements due to either vendor closure or…
Continue reading

Equitable: : Temporary Streamlined Underwriting Program

Equitable has announced a Temporary Streamlined Underwriting Program for accumulation focused products. Eligibility Clients up to age 55 Face Amount up to $2,000,000…
Continue reading

Obstacles in Our Path

There once was a very wealthy and curious king. This king had a huge boulder placed in the middle of a road. Then…
Continue reading

Mutual Trust: COVID 19 Announcement

In short, Mutual Trust is continuing to provide the great service that you've come to expect from us! Here are a few things…
Continue reading

Global Atlantic Life: Important New Business and Underwriting Updates

Effective immediately we will be implementing the following New Business and Underwriting guidelines, until further notice. Updated New Business Guidelines These New Business…
Continue reading

OneAmerica: Key changes to Annuity Care II Continuation of Benefits April 25, 2020

OneAmerica® is committed to the asset-based long-term market and to offering products that bring value to both our agents and the clients we serve…
Continue reading

Equitable (formerly AXA) Update: Growth Cap Rate and Fixed Account Crediting Rate Updates

In response to historically low U.S. Treasury rates prolonging the low-interest rate environment, Equitable is reducing growth cap rates for Indexed Universal Life…
Continue reading

AIG & AIG Partners Group Underwriting Update: Foreign Travel to Italy, South Korea, China/Hong Kong

As the impact of the coronavirus (COVID-19) is felt across the globe, we are monitoring advisories by federal and international agencies to determine…
Continue reading