Advisors Blog

Do you have clients with large loans on their existing life insurance policies? These policies could be drowning from high interest costs, leaving the client with an unexpected tax problem (and no insurance coverage). For clients with loans in danger of lapse, the mirrored loans strategy could help.

Cincinnati Life recently completed an assessment of the medical requirements that apply to all fully underwritten products. As a result, they have updated their guidelines for the medical examinations required for life insurance applications.

Effective April 16th, AIG is increasing cap and max illustrated rates of select index accounts on QoL Max Accumulator+ II and QoL Value+ Protector II.

LGA has developed an alternative to their traditional paper life insurance application (LIA). This new application is a fillable PDF and is now accessible in the Forms section of their Partner Dashboard.

Join us for a special webinar which features highly regarded keynote speaker, Joe Ross, ChFC, CLU, CRC of AIG, who will share his insightful observations concerning changes to the IRA landscape and other information which is crucial to your IRA beneficiary clients and the optimization of their IRA inheritance.

Trendsetter Super Reprice Effective March 25, 2022

Beginning March 28, 2022, Lincoln Financial will implement an updated application package for all life insurance products and submission methods.

Show your UL clients how John Hancock's newly repriced Protection UL continues to stand out against GUL competitors.

Our team participated in a webinar with Securian to discuss their new Hybrid product.

Your business owner clients care about their company, their employees and their lifestyle. They may not know what they need to protect all three. Join us for a special webinar featuring Principal Financial and Michelle Tish, CLU^®, ChFC^® who discusses the tools and resources available to help you approach these clients and prioritize what is most important to them.