Industry News

In a landmark decision, the United States Supreme Court rendered its verdict in the case of Connelly v. United States, significantly impacting the landscape of buy/sell agreements for business owners nationwide. The case revolved around the tax implications of a buyout arrangement between business partners and the way in which the Internal Revenue Service interpreted […]

Not Your Old SchoolEmployee Stock Ownership Plan!Modern Design, Creative Trends, and Advisor OpportunitiesThis presentation examines how modern Employee Stock Ownership Plans (ESOPs) not only remain a very tax advantaged method of transferring a closely held business to family or key management, but also how current corporate structuring methods and creative financing techniques create unapparelled current […]

Does the recent announcement of our 2023 dividend schedule have you searching for materials? Look no further, a library of resources is available to you, to help your new and existing clients. Access dividend material here.

The Pension Protection Act (PPA) deals with changes and reforms to pension governance, specifically with annuities, long-term care and new tax advantages.What does this mean for annuities?Cash value withdrawals from eligible annuity contracts for qualifying long-term care (LTC) expenses or qualifying long-term care insurance premiums are no longer taxable income.Can regular annuity withdrawals for LTC […]

Nationwide is pleased to announce higher cap and participation rates on all strategies in our currently-sold Nationwide IUL products. Also, for currently-sold Nationwide IUL and VUL products, we’re improving the spread rate on the uncapped S&P 500® where applicable and increasing the fixed account rate.The improved rates apply to the New York IUL products as […]

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 […]