nschmitt@ubsnet.com

The Lincoln MoneyGuard Underwriting Tool has been updated for your reference prior to submission. 

2025 Whole Life Dividend Rates can be found here. 

Now that the results of the 2024 Election will mean a Republican-controlled House, Senate, and Presidency, many reflexive reactions claim that intervention for the sunset is mere months away. As is often the case, however, things may not be as simple as they seem. The latest article by Sean Link, JD, the Estate Planning Specialist […]

As we stride into the new year, the question of how to best serve clients in uncertain times is at the forefront for every advisor. Given the intersection of various legislative, judicial, and executive interventions, estate and legacy planning is a natural fit for the top of a client’s to-do list. And, as this Wealth […]

New York Life today declared the largest dividend to eligible participating policy owners in our 179-year history – $2.5 billion, up from $2.2 billion in 2024.Increasing our Dividend Interest Rate (DIR) 20 basis points from last year to 6.20%.Updated illustrations will be available in NYLIS for new business on 11/26 and for inforce policies on […]

We are excited to announce that Underwriters Brokerage Service has moved to a new location! While we continue to work virtually, our new office gives us a place to call home and we remain committed to providing you with the best support and service possible. We value our continued partnership and thank you for your business. All the […]

On November 1st, the IRS announced the retirement plan limits for 2025.Sharing this information with clients is a great way to demonstrate how you keep them updated on regulatory developments. And we’ve made it easy for you with a flyer that summarizes both the 2024 and 2025 limits.Key highlightsThe 401(k) and 403(b) maximum annual elective deferral limit […]

Starting November 1, 2024, William Penn and non-Horizon Banner Life will be transitioning to all paperless policies. This means that we will no longer default to mailing paper policies; instead, BGAs and Advisors can access policies online through our eDelivery platform or Partner Dashboard. Clients will still be able to access documents through the client […]

Underwriters Brokerage Service brings you LUMA, A Complete Annuity and e-Submission Platform Join us to learn more about this complete Annuity Platform in a 30-minute presentation by LUMA. Register here for October 23, 2024 at 10am est   Register here for October 29 at 1pm est   LUMA will be available on www.ubsnet.com starting October 15, 2024, providing […]