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All Principal Term applications with face amounts of $1 million and less must be submitted via Drop Ticket, effective Sept. 8, 2020. Exceptions to this requirement are cases where the insured is a resident of New York and life/individual disability insurance combo cases. You need to submit all Principal term cases of $1 million and […]
Linked/Hybrid LTC Resource Guide This product type provides for significant Long Term Care benefits using a life insurance “chassis”, but with a minimum death benefit, and offers guaranteed premiums and design flexibility.The Hybrid/Linked products available today vary with respect to issue ages, benefit periods, inflation options, etc. Who are the market leaders in […]
For more details on these and other highly competitive MYGA rates contact: Annuity@ubsnet.com ALERT- Oceanview rates are going down on September 1, 2020. 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 […]
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 […]