LIBRA PARTNER
Announcing the launch of MoneyGuard Fixed Advantage – the newest addition to the Lincoln MoneyGuard® solutions product portfolio— on Monday, May 16th. This solution maintains our competitive pricing and flexible premium design while incorporating better features like the Benefit Transfer Rider (BTR) and expanded Flex Care Cash benefit.The Benefit Transfer Rider (BTR) is a no-cost rider […]
Our Life Insurance, Estate, and Business Review Platform of Services can provide several critical pieces to your clients wealth, legacy and retirement planning. Click on puzzle pieces above or contact us at ubs@ubsnet.com for more detail.
In the world of financial and estate planning, everyone knows the term “power of attorney,” and it carries with it a unique gravitas. Sometimes, however, powers of attorney documents might be afforded too wide of a berth and viewed as though all are created equal and convey almost unfettered power. Let’s take a closer look […]
Effective April 18, 2022, Pacific Life Insurance Company is repricing rates for PL Promise Term1 level premium life insurance—a product specifically designed to serve the death benefit protection needs of the broad market consumer (household incomes of $50K to $250K).Rates have been updated to be more competitive. A 60-day transition period is provided. Details here.
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 […]
