Webinar: Family Business Planning Opportunities PRESENTED BYPrincipal Learning NetworkJessman Smith, JD - Business and Advanced Solutions Assistant DirectorWill Heidbreder, JD, MBA, CPA, CLU - Business and Advanced Solutions Director DATE: Monday, June 11,...
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Webinars & Events
Webinar: Is Your Employer Owned Life Insurance Taxable? IRC Sec. 101(j) Compliance
Is Your Employer Owned Life Insurance Taxable? IRC Sec. 101(j) Compliance Please join us for a fast paced 30 minute session on 101(j) PRESENTED BY Michael E. Kepesky, JD CFP CLU ChFC DATE: Wednesday, June 6, 2018 TIME: 10:00 AM – 10:30 AM CST Overview 101(j)...
read moreMay is Disability Insurance Awareness Month
The Latest Product and Industry Updates
BREAKING NEWS: DOL Fiduciary Rule Officially Vacated
The 5th Circuit Court of Appeals issued the mandate today. The decision to strike down the regulation is now effective.
read moreReliance Standard Immediate Rate Increase!
Strong Rate Environment Continues to Benefit Your Clients Effective immediately, Reliance Standard has raised interest rates for their fixed and indexed products. The announcement can be found here: Reliance Standard Rate Increase June 2018. Something to...
read moreHave Your Clients Heard About Annuities and Become Confused?
June is Annuity Awareness Month It’s easy to understand the confusion and misconceptions surrounding annuities. On the one hand, Ken Fisher’s money management firm runs national ads bashing all annuities. On the other hand, seminars are held telling people the only...
read moreNew Product Launch – No Fee Rider for Income and Legacy
Open new doors with Athene Agility. Athene's newest fixed indexed annuity! Launching today! Help clients open doors to retirement possibilities. Athene Agility is designed to deliver strong income and growth potential plus liquidity. This versatile product includes...
read moreLincoln Rate Increase – 5 Year Now #1 in A+ Space at $100,000 and Up!
Carriers Continue to Pass Higher Rates to Clients Lincoln has raised rates in 3 of the last 4 months! See a snip below of their new rates effective Monday for their OptiBlend series. Remember that i4Life can be used with the 7 and 10 year versions. If you have an...
read moreNew Product – No Fee Rider – 25% Day 1 Benefit Boost – 175% Annual Crediting Boost
"A" Rated Carrier Leaping Over the Competition The favorable interest rate market continues to encourage our carriers to launch new products. On Monday, one of our premier carriers will take aim at the "No Fee - Rising Income - Legacy Planning" indexed annuity space....
read moreWebinar: Family Business Planning Opportunities
Webinar: Family Business Planning Opportunities PRESENTED BYPrincipal Learning NetworkJessman Smith, JD - Business and Advanced Solutions Assistant DirectorWill Heidbreder, JD, MBA, CPA, CLU - Business and Advanced Solutions Director DATE: Monday, June 11,...
read morePrudential’s UL Protector Just Got More Competitive
Reprice details, increased competitiveness, and the same great features.
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