November 6, 2018 @ 10:30 AM CST Given the high level of confusion among consumers when it comes to annuities, today's agents and advisors must be prepared to educate clients about the features and benefits associated with each type available. To help with that, CANNEX...
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Advisor Toolbox
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Webinars & Events
Webinar: Genworth Cost of Care
November 1, 2018 @ 11:30 AM EDT Genworth will share results of the 15th annual Cost of Care survey. This will include a deeper look into the trends, some of the drivers and activity behind the costs, as well as a review of the enhancements to the digital tool and how...
read moreWebinar: Introducing the Symetra Preferred Cancer Program
Title: Introducing the Symetra Preferred Cancer Program Date: Wednesday, Sept. 26, 2018 Time: 1:30 p.m. EST You're invited to join Mary Bates, Symetra's SVP of underwriting risk management and strategic direction, and Kathy Fell, Symetra's AVP of underwriting research...
read moreThe Latest Product and Industry Updates
Lincoln Term Reprice
• Now Available – Lincoln LifeElements® Level Term (2017) – 11/12/18 • Now Available – Lincoln TermAccel® Level Term – 11/12/18 • Consideration and flexibility for new Voya applications • Enhanced Variable Product Underwriting Program – Available for a Limited...
read moreTwo new IUL products from Nationwide
Available December 3, 2018.
read morePennsylvania recently adopted the NAIC suitability in annuity transactions model
Effective 12/26/2018, producers must complete a one-time, approved, 4-hour training course on annuity products. Existing licensees will have until the end of their first complete license period to complete 4 hours of approved annuity suitability training. Compliance...
read moreTransamerica’s Trendsetter® Super term life insurance will offer lower rates across many risk classes and face amount bands.
A specific example: take a 30-year-old, preferred, nonsmoker male with a $500,000, 30-year term. In this scenario, we jump from No. 9 to No. 1 in ranking by premium among top selling term carriers.
read moreIRS Raises 2019 IRA and 401(k) Contribution Limits.
Of note to most of us is the IRA contribution limit being raised to $6,000 from $5,500. This is the first increase since 2013. Please use the IRS website link below to see all changes for 2019....
read morePrincipal Deferred Income Annuity Enhancements
Effective Nov. 1, enhancements include: The addition of a fixed period benefit option between 5 and 20 years.* An optional roll-up death benefit feature.* Clients can elect to have the death benefit during the deferral period increase annually by 1%, 2% or 3% if...
read moreTransamerica November Fund Name Changes
Effective November 1, 2018, Transamerica has three fund names that will be changing, and the subadvisor will change from MFS Investment Management to Blackstone Investment Management, LLC.
read moreVoya to exit individual life insurance business
Voya, which was spun off from Dutch parent ING Groep in a 2013 initial public offering, decided to exit the individual life business following a strategic review, said CEO Rodney O. Martin Jr. during an earnings call Tuesday...
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