Industry News

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 […]

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 […]

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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.

Effective June 1, 2021. See deadlines for submission here.

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 […]

Congratulations to Heather Elliott Heather 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 Heather’s accomplishment.

Accelerated Underwriting up to $750,000 with No Blood or Fluids Required.  Go Digital with SBLI – an end-to-end digital process for TERM & WHOLE LIFE that GUARANTEES no in-person contact and no exam!  Read about the process here. 

John Hancock announced that life insurance customers participating in the John Hancock Vitality Program will be awarded 400 Vitality Points when they share proof of their COVID-19 vaccination. Vitality combines the financial protection of life insurance with a technology-enabled program that offers education, support, incentives, and rewards designed to help customers live longer, healthier lives. Points are earned for a […]