LIBRA PARTNER
We are pleased to announce that Axonic VantagePoint MYGA is now available to quote and e-submit on LUMA! This proprietary product is exclusive to LIBRA agencies and you can find these rates on our LUMA e-submission platform at www.ubsnet.com. Featuring the Partnership Propel Bonus Rider. The Propel Rider is: Exclusive to the VantagePoint Product A great selling feature that […]
See the updated 2025 Federal and State Long Term Care tax guide here. It addresses the tax treatment of LTC benefits, state and federal LTC premium deductions (or credits), how those deductions may be treated for individuals and entities, etc.
Read the latest article by Sean Link, JD, Estate Planning Specialist at Underwriters Brokerage Service.
Please note that guidelines have been updated to include ages 45-60 requiring regular/preventative care in the last 5 years. If not, the best available class is Standard Plus.
The transaction, subject to regulatory approval, brings together two insurance leaders in their respective markets, to make a significant impact on the insurance industry by protecting the financial futures for more Americans and their families. For more information, refernce the FAQ.
The Lincoln MoneyGuard Underwriting Tool has been updated for your reference prior to submission.
2025 Whole Life Dividend Rates can be found here.
Now that the results of the 2024 Election will mean a Republican-controlled House, Senate, and Presidency, many reflexive reactions claim that intervention for the sunset is mere months away. As is often the case, however, things may not be as simple as they seem. The latest article by Sean Link, JD, the Estate Planning Specialist […]
As we stride into the new year, the question of how to best serve clients in uncertain times is at the forefront for every advisor. Given the intersection of various legislative, judicial, and executive interventions, estate and legacy planning is a natural fit for the top of a client’s to-do list. And, as this Wealth […]
