LIBRA PARTNER
Effective September 1, 2020, Lincoln will no longer print and mail hard copies of life insurance annual and quarterly statements, or VUL confirmations, to financial professionals or to our office. For access, all materials are available electronically at LincolnFinancial.com. From Lincoln: As we all adjust to the far-reaching impacts of COVID-19, Lincoln is taking steps to […]
Read the transition detail here. Note this does not include Pennsylvania at this time.
New Term Pricing Effective August 11, 2020New rates for all Banner Life and William Penn OPTerm series options include a mix of decreases and increases. A mix of increases and decreases, with a focus on regaining the top competitive position on the Preferred and Standard Non-Tobacco classes and improving pricing in the Preferred Plus class. Rate changes […]
For more details on these and other highly competitive MYGA rates contact: Annuity@ubsnet.com Pre-appointment is required in PA and this is not approved in all states. Rates shown are for deposits of $10,000 (3yr, 5yr) and $20,000 (4yr) and up and are subject to change, so please keep in touch with our office.
Effective August 10th, Lincoln will implement the following: Issue age adjustments to the Lincoln MoneyGuard® solutions suite. Now Age 70 max issue agePreview Lincoln Leader article here.Access Product Announcement flier here. First-year premium limitations on Lincoln VUL ONE (2019) and Lincoln SVUL ONE(2019). For applications with a first-year premium exceeding $500,000, formal applications and required solicitation forms, must be signed, dated […]
Effective immediately, Principal will begin to REQUIRE use of VIVE, Quick Submit or iGO ticket for ALL term cases of $500,000 and under. Regular paper applications will no longer be accepted; contact our Case Design Team for any questions or more details.The transition will allow acceptance of a paper application or E-App received in the home […]
Human API is a health technology company that gives consumers a simple way to share their Electronic Health Records (EHR) data with the businesses that need them. Rather than rely on manual processes that involve phone calls, faxing, or mailing, Human API retrieves medical records digitally. For more information, visit www.humanapi.co. The traditional process of […]
Please Note These Carrier Service Level Delays: Principal: Remains a top carrier recommendation due to pricing (particularly for term and GUL) and for their favorable underwriting and industry leading Accelerated Underwriting program, but given the tremendous influx of business, they are running a couple weeks behind in the new business department. Please be sure to set appropriate expectations […]
Effective Tuesday, July 28th, 2020, Oceanview Life and Annuity Company will be reducing the rates on our 3-year MYGA and 5-year MYGA products. The new rate for the 3-year MYGA will be reduced to 2.50% The new rate for the 5-Year MYGA will be reduced to 3.10% The 7-year and 10-year MYGA rates will remain unchanged at 3.25% *Commissions will remain the same […]
New and improved rates are here for Protective® Classic Choice term. With decreases across multiple bands, our term is back on top and even more affordable.Here’s where we rank:· Top 3 option 95% of the time in monthly pay scenarios*· Top 3 option 93% of the time in annual pay scenarios*And, don’t forget!We recently added 35- and […]
