Category Archives: Life Insurance

Lincoln MoneyGuard CSO & PBR Updates

[vc_row][vc_column][vc_column_text] MoneyGuard III now in effect as of Monday, September 16th, here an update of the transition into the new product as the…
Continue reading

Principal Transition Guidelines: CSO & PBR Products

[vc_row][vc_column][vc_column_text]Every Insurance Carrier will be/has been updating their product portfolio from the 2001 CSO tables to the 2017 CSO tables as well as…
Continue reading

AIG Tax Diversification Presentation

Help Your Clients Embrace Tax Diversification The U.S. tax rates have fluctuated dramatically over the years, and this uncertainty can create problems when…
Continue reading

SYMETRA ACCUMULATOR IUL: INDEX CAP DECREASE EFFECTIVE MONDAY, SEPT. 16, 2019

SYMETRA ACCUMULATOR IUL: INDEX CAP DECREASE EFFECTIVE MONDAY, SEPT. 16, 2019   Due to the continued low interest rate environment, increased hedging costs and…
Continue reading

Start with S.T.O.P. to solve key person and retention challenge

You can help business owners solve key person and employee retention problems with life insurance—but you have to start with the right questions. S.T.O.P. (Solve the Owner’s…
Continue reading

SBLI: No Medical Exam Required. Period.

Effective Monday, May 13, 2019 all whole life applications with the following parameters will not require a medical exam or fluids: Age 18-60All…
Continue reading

Prudential Product Changes Go Live Today!

Effective May 6, 2019, PruLife Founders Plus UL® and PruLife Essential UL® are being updated. Effective June 3, 2019, UL Plus is being retired. Founders…
Continue reading