Weekly Advisor Newsletter

Recent Carrier & Product Updates

Life Insurance 01/16 North American Update Rapid Builder IUL 01/09 Gerber Life Updated EFT & Bank Forms 01/02 Revised PruLife Founders Plus UL 01/02 Pru Term Essential Now More Affordable 01/02 Cincinnati Life Guaranteed WL Update

Annuities 01/18 Great American Rates Increase 01/09 One American Rate Notice 12/22 American Natl Rate Increase 12/21 RSL Rate Increase 12/21 Voya Exiting Annuity Business

Upcoming Webinars & Events

2017 Tax Cut & Jobs Act - What it Means For You and Your Clients When:  January 24 @10:00 am CST | 45 min. Meeting number:  715 480 441 As a bonus we have also asked AXA to review tax basis rules so Business Owners receive the maximum cost basis step up for buy sell agreements.  For additional information contact:  Michael E. Kepesky, JD CFP CLU ChFC, Director of Advanced Markets Add to your calendar Exit Strategies for Agents & Advisors How to Monetize Your Practice in Retirement    Space is limited and filling up fast. Please RSVP.   This is for you if you: Primarily sell life insurance and annuities Own a P&C insurance agency Own a Commercial insurance agency Want to find a successor Want to be a successor Learn More - RSVP

This Weeks Highlights

Old-Age Safety Net Frays for Millions of American Seniors Leslie Scism, January 2018 The LTC industry is in financial turmoil, causing misery for a huge portion of the 7.3 million Americans age 65 or older. Steep rate increases are confronting them with an awful choice: come up with the money to pay more - or walk away from their coverage. Continue Reading on WSJ

The Goodman Rule A top reason for Life Insurance Reviews The Goodman Rule was established 72 years ago. It is a basic rule of life insurance design and it is violated often. Violators are equal opportunity, business and personal insurance alike are continually set up incorrectly.  Continue Reading

AALU Insights - Tax Legislation Headed for Enactment With enactment of the tax reform legislation likely just days away, there will be a host of new laws and planning opportunities for advisors and clients to review. The Act will have a significant effect on individuals and businesses at all income levels for years to come. Continue Reading

ROSE PROMO! Get a dozen red roses delivered just in time for Valentines day for qualifying business during the month of January! OFFER DETAILS

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