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nschmitt@ubsnet.com

About nschmitt@ubsnet.com

Posts by Nadine Schmitt:

Webinar: Understanding the Tax Deductibility of LTC Riders & Linked Benefit Products- May 7

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 […]

Banner: Term-to-Term Exchange Program

Legal & General America is offering an exchange program allowing Banner Life customers who purchased OPTerm 10, 15, 20, 25, 30 or 35 within the past 48 months to trade up to a longer duration policy at his or her current attained age with no underwriting. Find out more here.

John Hancock Long-Term Care Updates

Next round of in-force rate action notifications to take place in late MarchIn late March, we will begin policyholder notifications on the next round of John Hancock and Fortis (Union LTCI) policies impacted by the in-force rate actions, which will have an effective date beginning with anniversaries on or after July 1, 2024.The 2022 rate action notifications will […]

Consider the Importance: ILIT Literacy

Estate planning is a crucial aspect of financial management that ensures the smooth transfer of assets to beneficiaries while potentially minimizing the burden of estate taxes. One effective strategy to achieve these goals is through the use of Irrevocable Life Insurance Trusts (ILITs). This is the subject of the latest article by Estate Planning Specialist, […]

John Hancock- The Right Carrier for Large-Case Success

Learn how John Hancock’s Alternative Long Duration Asset (ALDA) strategy helps deliver lasting value to our policyholders. This Q&A with Scott Hartz, John Hancock’s Chief Investment Officer, provides insights about the factors that make our ALDA approach so effective.What unique benefits does John Hancock’s ALDA investment strategy offer?Because of the accounting and capital regimes most […]

MassMutual’s 2024 estimated dividend payout announced

Massachusetts Mutual Life Insurance Company (MassMutual®) announced an estimated 2024 dividend payout of nearly $2.2 billion — the largest in company history and the 156th consecutive year the company will pay dividends to eligible participating policyowners. Read the Press Release to learn more about MassMutual’s announcement.

Estimate the Cost of Long-Term Care- with an App!

Nationwide has a user-friendly way to get estimates and compare specific city and state LTC costs on the go!Start a discussion and help clients estimate the cost of careCompare state, regional and national costs for long-term careEstimate costs over the next thirty yearsGenerate client-ready report to print or emailDial in hours per week for home […]

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