LIBRA PARTNER
Do you have SwiftTerm clients looking for additional permanent coverage without having to go through the full underwriting process? Through the Symetra SwiftTerm Extra Coverage Program, clients who have purchased up to $1 million of Symetra SwiftTerm term life insurance within the last 30 days can purchase an additional Symetra Protector IUL, Accumulator IUL or […]
In late January, John Hancock will begin policyholder notifications on the next round of John Hancock and Fortis LTC policies impacted by the in-force rate actions, which will have an effective date beginning with anniversaries on or after May 1, 2022. See complete details here. Important Reminder: John Hancock transitioned to electronic delivery of your […]
Wednesday December 15- Underwriters Brokerage will close at 1:30 pm so our staff can gather virtually for our annual Holiday party. We will close on Thursday December 23 at 3pm and be closed Friday December 24.We will close on Thursday December 30 at 3pm and be closed Friday December 31.
Recently, the IRS announced inflation-adjusted figures for two important items in 2022: the Federal Estate & Gift Tax Exemption and the Annual Gift Tax Exclusion. These recalculations are completely separate from any potential legislative input from Washington, so – barring any new developments in Congress – these are the numbers we will be working with in […]
As legislation has bounced around Washington, the potential outcome on various estate and tax planning strategies has been center stage. One of the most important questions revolved around Grantor Trusts and their use.Read the latest article by our Estate Planning Specialist, Sean Link, JDConsider the Importance: What is a Grantor Trust?
Effective December 1, 2021. Full Announcement here.
SBLI will be introducing changes on December 15, 2021 to their Whole Life product portfolio.See full transition information here.
Announcement by John Hancock:In light of certain administrative requirements in New York related to business insurance (including but not limited to key person, buy-sell, partnership and policies to fund benefit plans), John Hancock is unable to accept applications for such insurance at this time. We are committed to meeting the needs in this segment of […]
John Hancock is pulling the PSUL product as of 1/1/2022. A repriced product will be introduced in 2022. Read full transition details here.
Congratulations to Lindsay Wallace!Lindsay is a member of our Case Design Team and attained the Certification in Long-Term Care (CLTC) designation. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care planning. We are proud to announce Lindsay’s accomplishment.
