LIBRA PARTNER
All formal applications for Lincoln VULone and SVULone , including LincXpress® Tickets, must be received in good order at Lincoln by August 9, 2024.All policies must be placed, and all placement-restrictive requirements, including premium, must be received at Lincoln in good order by 4 p.m. ET December 31, 2024. For any pending Lincoln VULONE or […]
While Underwriters Brokerage never represented the Phoenix Companies, some of your clients may still have policies with this formerly significant life insurance carrier. You should be aware of their current financial position and monitor their policies and situation regularly. An updated ALIRT financial report is now available
Protective ® Classic Choice term prices have been lowered once again.Details and Transition rules here.
You are invited to join an exclusive webinar presented by Underwriters Brokerage Service and Guest Speaker Shawn Britt, CLU®, CLTC, Nationwide Technical Director, Long-Term Care Initiatives, Advanced Consulting Group.What you will learn: The different types of LTC riders, linked benefit policies and their tax deductibilityOpportunities for tax advantages for individualsOpportunities for tax advantages for business ownersHow […]
In-Force Rate Action Announcement: Pennsylvania: Pre-PCSEffective: March 4, 2024 Read More
Legal & General America is offering an exchange program allowing Banner Life customers who purchased OPTerm 10, 15, 20, 25, 30 or 35 within the past 48 months to trade up to a longer duration policy at his or her current attained age with no underwriting. Find out more here.
Next round of in-force rate action notifications to take place in late MarchIn late March, we will begin policyholder notifications on the next round of John Hancock and Fortis (Union LTCI) policies impacted by the in-force rate actions, which will have an effective date beginning with anniversaries on or after July 1, 2024.The 2022 rate action notifications will […]
Join us as we provide crucial insight into the health and wealth of America, with analysis of long-term care and its effect on estate planning for mass-affluent and high-net-worth clients.Data and case studies will provide:Insight as to how long-term care planning should be part of the overall estate planning discussionEducation on strategic initiatives to aid […]
Estate planning is a crucial aspect of financial management that ensures the smooth transfer of assets to beneficiaries while potentially minimizing the burden of estate taxes. One effective strategy to achieve these goals is through the use of Irrevocable Life Insurance Trusts (ILITs). This is the subject of the latest article by Estate Planning Specialist, […]
Learn how John Hancock’s Alternative Long Duration Asset (ALDA) strategy helps deliver lasting value to our policyholders. This Q&A with Scott Hartz, John Hancock’s Chief Investment Officer, provides insights about the factors that make our ALDA approach so effective.What unique benefits does John Hancock’s ALDA investment strategy offer?Because of the accounting and capital regimes most […]
