LIBRA PARTNER
Jackson National De-Merger Announcement
Read the full update here.
nschmitt@ubsnet.com
About nschmitt@ubsnet.com
Posts by Nadine Schmitt:
Principal- September 30 deadline
Principal recently announced key decisions from a strategic review that support ongoing growth and enable the company to offer meaningful products and services. As their focus transitions to the business market, Principal must receive any applications or drop tickets for retail business by September 30th, 2021. Once received, the company will work to get the cases […]
Optimizing Your Linked In Presence- Exclusive Webinar
Your LinkedIn Presence: Are you really getting the most from it?Your LinkedIn profile speaks volumes, intentionally or unintentionally. Underwriters Brokerage Service is offering this exclusive webinar opportunity for our advisors. Even if you already have a LinkedIn presence, you can learn how to build your network, know your clients, and establish your expertise. Wednesday September 15 from […]
OneAmerica: Return to pre-COVID Guidelines
Effective immediately, OneAmerica will no longer require a Certificate of Insurability (COI) to be completed at policy delivery if premium is submitted with the application and the policy is issued standard or better. As long as the premium is submitted with the application, doesn’t have a substandard rating, and bound via a temporary insurance agreement […]
Banner: Introducing a new policy form for OPTerm
Coming in early September, Banner is implementing a new product policy form for OPTerm products. Also OPTerm 35 and 40 will be available for William Penn. Read what you need to know here.
Changes in the Term Insurance Marketplace
Term Insurance Marketplace: What to Do and Where to Go? Read our recommendations here.
Welcome Sean Link, JD as Estate Planning Specialist
Underwriters Brokerage is pleased to announce the addition of an Estate Planning Specialist to our team. See the full press release here.
New Rates for PL Promise Term Life Insurance
On July 9, 2021, Pacific Life Insurance Company is repricing rates for PL Promise Term,1 a product specifically designed to serve the death benefit protection needs of the broad market consumer (household incomes of $50K to $250K). Rates have been updated to be more competitive. A 60-day transition period is provided. See full announcement here.
Annuity Rate of the Week
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 3yr and 7yr- $20,000+, 5yr- $10,000+, and are subject to change, so please keep in touch with our office.
Principal to Focus on Business Insurance Market; Exiting Routine Consumer Sales
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 […]