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nschmitt@ubsnet.com

About nschmitt@ubsnet.com

Posts by Nadine Schmitt:

New Rates for PL Promise Term Life Insurance

 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.   

Annuity Rate of the Week

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.

Principal to Focus on Business Insurance Market; Exiting Routine Consumer Sales

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 […]

Educational Event Calendar

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 […]

Staff Update- Jeff Hoener achieves CLTC Designation

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.

Lincoln VULONE Suite Enhanced Underwriting Program

Effective immediately, Lincoln is offering an enhanced underwriting program to provide even more value with our suite of Lincoln VULONE product solutions. This is for a limited time only. Reference the article in the Lincoln Leader here.

Staff Update: Victoria Simon receives NCCM certification

Congratulations to Victoria Simon Victoria recently completed the NAILBA Certified Case Manager (NCCM) program. We are proud of Victoria and her accomplishment!   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 […]

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