LIBRA PARTNER
Effective immediately, OneAmerica will no longer require a Certificate of Insurability (COI) to be completed at policy delivery if premium is submitted with the application and the policy is issued standard or better. As long as the premium is submitted with the application, doesn’t have a substandard rating, and bound via a temporary insurance agreement […]
Coming in early September, Banner is implementing a new product policy form for OPTerm products. Also OPTerm 35 and 40 will be available for William Penn. Read what you need to know here.
Term Insurance Marketplace: What to Do and Where to Go? Read our recommendations here.
Underwriters Brokerage is pleased to announce the addition of an Estate Planning Specialist to our team. See the full press release here.
On July 9, 2021, Pacific Life Insurance Company is repricing rates for PL Promise Term,1 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. See full announcement here.
For more details on these rates and more, contact:Annuity@ubsnet.com Pre-appointment is required in PA and this is not approved in all states. Rates shown are for deposits of 3yr and 7yr- $20,000+, 5yr- $10,000+, and are subject to change, so please keep in touch with our office.
Today, Principal announced significant changes to its product portfolio. In US life insurance, they will focus exclusively on the business market (particularly small to medium-sized businesses) with emphasis on non-qualified deferred compensation. Principal will discontinue new sales of its life insurance products to non-business related retail customers by the end of third quarter 2021. Additionally, Principal will […]
Join Underwriters Brokerage and our Partners for any of the following educational opportunities: An Exciting New LTCi Solution: National Guardian Life (NGL) and EssentialLTC Access the replay here Nationwide CareMatters Hybrid LTC “At Work” Program- Access the replay here. The Women’s Market and Your Business- Thursday August 12 at 2pm Register here IUL Conversation- Wednesday August 25 […]
View and register for the topics here.
Congratulations to Jeff Hoener!Jeff is an experienced 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 Jeff’s accomplishment.
