LIBRA PARTNER
While 2.0 is more of a legislative continuation rather than a sweeping overhaul, there are still some need-to-know provisions to keep an eye on. For a breakdown, read the full article from Financial Advisor Magazine. The SECURE Act created a vital need for conversations with clients about their retirement and legacy planning. If you have clients that […]
Underwriters Brokerage is now providing for CFP approved credit opportunities via webinar with the first one scheduled for April 19. Non-CFP’s are welcome to attend!See full invitation with registration here. Estate Planning in the Current Legislative Landscape:With major legislative changes on hiatus, we’ll discuss strategies and techniques to encourage client planning, considering:The 2022 increase in the […]
Effective March 26, 2022, Securian’s SecureCare will be replaced with SecureCare III. See below for Important Dates and Transition Guidelines:Full transition rules here.Key datesMonday, March 14, 2022: Illustration software will be updated to include the new product version, SecureCare III.Friday, March 25, 2022: Applications for SecureCare Universal Life must be signed, in good order and […]
Nancy Thornton, CLTC, is the Director of Underwriting at Underwriters Brokerage Service, bringing a wealth of impaired risk underwriting and marketplace expertise to our advisors and their clients’ underwriting needs. In this role, Nancy is available to discuss underwriting issues in advance of application submission, as well as assist with any “other than applied for” applications […]
See full report here.
In addition to Victoria Simon, New Business Manager, congratulations to Heather Guzik, Karie Ratkovich, Theresa Reinecker and Jeanette Barber-Jacobs!The NAILBA Certified Case Manager (NCCM) credential is the marker of a committed case management professional who has demonstrated the wide range of knowledge essential to managing life insurance cases in today’s challenging insurance environment.By choosing Underwriters […]
As we have discussed, the SECURE Act had a significant impact on clients’ retirement accounts and strategies. For clients whose retirement accounts feature heavily in their overall estate and legacy planning, this impact is only heightened. For many advisors, the natural response to the SECURE Act is to suggest Roth conversions for clients with sizeable […]
On January 31, 2022, Principal Financial Group, Inc. (PFG) entered into an agreement with an affiliate of Sixth Street Partners (SSP) and its insurance platform Talcott Resolution (Talcott), to reinsure a total of $25 billion in policy reserves (and accompanying investments), which relate to fixed annuities and universal life insurance with secondary guarantees. See the detailed […]
New SwiftTermSM pricing continues to bring the heatWe’re excited to announce that we’ve updated our SwiftTerm pricing! For coverage amounts of $500,000 and above, Symetra SwiftTerm maintains its top competitive position (PDF) for non-nicotine rate classes.1 Our new rates will be available starting January 28, 2022. See our important dates and transition rules below:January 28, […]
