LIBRA PARTNER
KKR Agrees to Buy Global Atlantic
Global Atlantic is the parent company of Accordia Life & Annuity and Forethought Life. See full article here. Learn more here.
nschmitt@ubsnet.com
About nschmitt@ubsnet.com
Posts by Nadine Schmitt:
Price increase for Securian SecureCare – Deadline Approaching
New SecureCare rates going into effect on July 18, 2020. Rate increases average 13.5% on single-pays, slightly less for other premium paying formats. To receive the current rates, applications must be signed, in good order and received by Underwriters Brokerage Service no later than Noon on Friday July 17, 2020. Full transition details here. Contact our Case Design Team now! Asset-based […]
Urgent Vendor and Product Alert!
EMSI has Ceased Operations, causes temporary impact for Prudential Ticket Business EMSI, a paramed exam, APS retrieval and drop ticket fulfillment vendor, has announced that they have ceased operations. This does impact some carriers and select brokers who used this vendor. How does this affect you? Since Prudential is a key carrier for many […]
Genworth Update
Read the latest update as of July 6, 2020 here.
Annuity Rate of the Week
While savings rates have been climbing, and many clients being more concerned with a return of their money vs. a return on their money, opportunities for a reasonable rate of return, combined with safety, have been limited. For appropriate clients, a Multi-Year Guaranteed Annuity (MYGA) may be the answer. Consider our 3 year MYGA at 3% or 5 year […]
Alert! Prudential to Eliminate UL Protector (GUL)
We have just received verbal notification that the Prudential UL Protector is being discontinued. To be eligible, applications must be received in our office in good order no later than Monday July 13 at 1 pm . This is a short notification window, but if you have cases in discussion, now is the time to contact your clients […]
Prudential- New Term Rates and Adding 30-year Term
Prudential- Rates will be changing effective July 20, 2020, with some increases and some decreases. Plus, the popular 30-year term is coming back. See the transition rules here and see the new rates here.
The Cost of Long-Term Care
It’s no secret — the cost for various long-term care services goes up every year. With no end in sight, how can your clients afford not to have long-term care insurance?We have resources that can help you educate your clients on just how expensive long-term care services are — and, they’ve just been updated with […]
Webinar June 30: Client Planning Opportunities you can use NOW
Join Underwriters Brokerage Service and John Hancock in this 30-minute webinar discussing key planning opportunities you can use to assist clients NOW! These include “IRA Max, Tax Diversity, Retirement Backstop and Personal Key Person” and will provide you with ideas you can use to reach out to clients immediately. Your Underwriters Brokerage Service team […]
LTC PRODUCT ALERT! MoneyGuard and SecureCare Pricing News
Lincoln MoneyGuard:Effective June 15, 2020, Lincoln Financial will implement pricing increases to all products in the Lincoln MoneyGuard solutions suite. Adjustments on flex-pay designs will see a pricing increase of approximately 15%. Single-pay designs will see a pricing increase of approximately 20%. For applications to qualify for the current pricing, a projection of values and the […]