nschmitt@ubsnet.com

Effective 4/17/26. Get details here. 

Get more information here. 

Planning Mistakes and How to Avoid Them: An Interactive ExperienceMar 24, 2026 11:00 AM in Eastern Time (US and Canada)Registration RequiredAs advisors assist their clients in navigating their planning journey, watching for potential pitfalls should always be on the radar. Join us as we take our audience through an interactive “quiz-style” presentation highlighting common planning mistakes in […]

Genworth: In-force rate action- Pennsylvania Privileged Choice Flex.

New rates take effect November 22, 2025. Premium received and index segments created on or after November 22 will receive the new rates. Premium received by November 21 will continue to use current rates. Illustrations will update on November 22, 2025See what’s changing here.

The death of a client can be one of the most consequential moments for an advisor and of course the client’s family. When a client passes away, financial advisors are often left navigating complex probate issues at the worst possible time. Join us as we consult three industry professionals – an estate planning specialist, a […]

Starting October 3rd, qualifying life insurance cases up to $3 million in coverage will be given expanded consideration within MassExpress. Upon completion of the Client Medical Interview (CMI), this program expedites the application process for qualifying clients by eliminating the need for bloodwork, urine-sample labs, or medical exams in all 50 states. 

Watch a short demo here LUMA has unveiled new dashboard enhancements. You will see these upgrades starting October 3, 2025

Genworth Long Term Care Insurance: In-Force Rate Action Announcement: West Virginia: Privileged Choice Flex Effective: September 22, 2025 Read More  and Privileged Choice & Classic Select Effective: September 22, 2025 Read More