LIBRA PARTNER
Congratulations to Lindsay Wallace!Lindsay is a 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 Lindsay’s accomplishment.
The significant and continuing level of change among the owners of insurance companies has created some concern among distributors, advisors, and policyholders regarding the ongoing viability of both in-force and future insurance policies or contracts. When an insurance company is sold there is less immediate change than meets the eye, for the following reasons…Full report […]
Massachusetts Mutual Life Insurance Company (MassMutual) announced an estimated 2022 dividend payout of nearly $1.85 billion – the highest payout in our company’s 170-year history. See full announcement here.
To comply with the new 7702 and 7702a rules, New York Life AD121 Whole Life (WL), Custom Whole Life (CWL) and Custom Survivorship Whole Life (CSWL) will be introduced on November 6, 2021, reflecting a new guaranteed cash value interest rate. In addition, the Children’s Insurance rider will be discontinued. To preserve the current versions […]
For more details on these rates and more, contact: Annuity@ubsnet.com Pre-appointment is required in PA and this is not approved in all states. Rates shown are for deposits of 3 yr $20,000+, and 5 and 7yr $2,500+ and are subject to change, so please keep in touch with our office.
Read the latest article by Sean Link, JD, Estate Planning Specialist. Consider the Importance: Putting Too Much Trust in a Revocable Trust
The AboutMe online health history (OHH) process is being updated to offer a more seamless experience for both you and clients.Effective October 13, 2021, the proposed insured will be contacted via telephone within 24 hours after electronic ticket is submitted and AboutMe OHH questionnaire link is sent—offering the option to schedule a tele-interview instead of AboutMe […]
Starting October 7, 2021, they are increasing the face amount eligibility criteria for accelerated underwriting (AU) from $1M to $2M when using their industry-leading digital application. All other eligibility criteria will remain the same:Ages 20-50, up to $2 million, any term durationStandard Plus, including Preferred Tobacco or betterLearn more here.
See details here.
Sagicor- Higher MYGA Rates and Higher eApp Commissions Details here.
