Social Security Retirement Planning In recognition of Social Security Awareness Month we are bringing back one of our most popular webinars! When: April 30, 2018 2:00 PM CST Guest Speaker, Jody Harris worked for the Social Security Administration for over 34 years, 10...
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Webinars & Events
Buy-Sell Planning
Call-In: Discussion on Buy-Sell Planning PRESENTED BY Principal Learning Network DATE: Monday, May 7, 2018 TIME: 10:30 AM – 11:00 AM CST ADD TO CALENDAR Have you talked to your business owner clients recently about business succession planning? In this call we’ll...
read moreLTC Solutions using Life Insurance and Annuities
Webinar: LTC Solutions using Life Insurance and Annuities PRESENTED BY Michael E. Kepesky, JD CFP CLU ChFC, Director of Advanced Markets at The ASA Group DATE: Wednesday, May 16, 2018 TIME: 10:00 AM – 10:30 AM CST ADD TO CALENDAR JOIN US FOR A QUICK WEBINAR TO LEARN...
read moreThe Latest Product and Industry Updates
Conversion UL Product for PL Promise Term Conversions in California
Pacific Life Introduces PL Promise Conversion UL Beginning April 13, 2018, PL Promise Conversion UL universal life insurance (UL) is available upon conversion from existing PL Promise Term life insurance policies in California (CA). All form repositories and available...
read moreReliance Standard Raises Cap and Fixed Rates
Reliance Standard has raised their cap rates and fixed rates on their 5, 7, and 10 year Keystone annuities. The participation rate is being cut effective May 2nd.
read moreProtective ProClassic Legacy Launching April 30
Protective ProClassic Legacy Launching April 30 On April 30, 2018, Protective Life will launch ProClassic Legacy: a new current assumption universal life policy that offers flexible premiums and cash-value potential. As part of this launch, ProClassic UL will be...
read moreTransamerica Discontinuing Payroll Allotment Option on Final Expense Products
Transamerica Discontinuing Payroll Allotment Option on Final Expense Products Transamerica has determined payroll allotment will no longer be an option for Final Expense products due to market conditions, effective April 16, 2018. The Underwriting and New Business...
read morePacific Life Reprice on PL Promise Term Life Insurance
Pacific Life Reprice on PL Promise Term Life Insurance As of April 16, 2018, PL Promise Term life insurance just got more competitive. Check out our new premiums, plus other great news. VIEW FULL BULLETIN See also: PL Smooth Sailing Underwriting Up to $500,000 Life...
read moreCap Rate Increase – 6.25% – 7 Year Indexed – Up to 6.50% Comp – “A” Rated
Carriers Keep Rates Moving Up One of our "A" rated carriers just set another new bar for cap rates. In addition to the 6.25% annual point-to-point, the carrier is also offering a 2.15% monthly point-to-point rate along with a 3.00% fixed account. In addition to the...
read moreOne America’s Asset-Based LTC Microsite
One America's Asset-Based LTC Microsite Check out One America's Asset-Based LTC Microsite for marketing resources and their easy quoting tool!
read moreAG Offers Non-Med Underwriting on Max Accumulator + IUL
American General Offers Non-Med Underwriting on Max Accumulator + IUL American General will be launching non-medical underwriting on their Max Accumulator+ IUL up to $499,999.99 for clients up to age 50 on April 16, 2018. The new rates for their Secure Lifetime GUL 3...
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