We’ve gathered resources from all over the site in one easy to access location!
Learn details that will help build your IUL selling confidence and lead to easier and more productive conversations with your clients. This is a great opportunity to deepen your understanding of this fast-growing market segment. • Webinar 1 — IUL Basics: Explore the...
Webinar: Annuities Are More Powerful Than You Think PRESENTED BY David Smith, Vice President of Annuities for The ASA Group DATE: Thursday, September 20, 2018 TIME: 10:00 AM – 10:30 AM CST In this quick, 30-minute presentation we will cover the following topics: The...
Year-End Processing - Underwriting will continue to approve and issue cases through Tuesday, December 31, 2019. All money to put new cases in force must be received by close of business on Friday, December 27, 2019. All 1035 paperwork including funds must be received...
National Western Sunsetting Products Effective January 1, 2020, all newly issued life insurance policies must comply with the 2017 Commissioners Standard Ordinary (CSO) Table. To comply with the required regulatory changes and in an effort to streamline our product...
The Internal Revenue Service has proposed regulations amending life expectancy tables use to calculate required minimum distributions (RMDs). The regulations are to be published tomorrow and will enter a 60 day comment period. Currently, the first RMD for a 70 ½ year...
Important News: Lincoln is announcing two important changes coming later this month. New Direction product is getting updates to make sure it stays competitive for the current market cycle and interest rate environment. Optichoice series will be closing as Lincoln...
Rate changes are in store for the Preserve and ProOption Mulit-Year Guaranteed Annuities on November 1, 2019. Rates are holding steady for the Highlander and Highlander 7 Fixed Indexed Annuities.