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nschmitt@ubsnet.com

About nschmitt@ubsnet.com

Posts by Nadine Schmitt:

CE Webinar Opportunities Available

Nationwide is offering CE opportunities for the fourth quarter. See details here and register soon, as they do anticipate these to fill up quickly. 

Alert: Prudential Ticket Submissions are Back!

Prudential Tickets- Quick Submit App, Vive and iGO are back! While a recent transition of vendors temporarily disrupted the use of tickets, this issue has now been resolved. You are once again able to submit Prudential business via tickets using: VIVEQuick Submit AppiGo Prudential continues to offer competitive rates, excellent conversion options and underwriting. Contact our Case Design Team for quotes or questions.412-281-0600fax […]

Annuity Rate of the Week

  If you’ve got clients sitting on cash reserves, offer them an opportunity to earn more for their dollars with principal protection and no risk of market losses. For more details on these and other highly competitive MYGA rates contact: Annuity@ubsnet.com Also ask us about a $250 commission bonus for select MYGA e-Applications for submissions through September 30, 2020. Ask for details Pre-appointment is required […]

New Rates for PL Promise Term Life Insurance

On September 7, 2020, Pacific Life Insurance Company is adjusting 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).  For this reprice, new rates may be higher or lower than the old rates. Rates have been refreshed […]

Principal Term Guideline Update- effective September 8, 2020

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 […]

What is a Hybrid/Linked LTC Solution?

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 […]

Annuity Rate of the Week- Alert

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 […]

Lincoln- Electronic Delivery of Statements and Confirmations

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 […]

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