Weekly Advisor Newsletter

Recent Carrier & Product Updates

Life Insurance 07/01 AIG Survivorship GUL Rate Increase 06/30 Protective Conversion Option Update 06/05 Prudential's UL Protector More Competitive 06/05 Pacific Life Maryland Disaster Relief 06/05 Discontinued Term Conversions to Cincinnati's Lifesetter UL

Annuities 06/28 4.1% yYR MYGA w/liquidity - No MVA 06/22 Are You Being Educated About Annuities? 06/21 DOL Fiduciary Rule Officially Vacated 06/21 Reliance Standard Immediate Rate Increase 06/15 Clients Confused About Annuities?    Additional updates available on our website !

This Weeks Highlights

Improved Quoting Tools are Here! Quickly and easily deliver accurate insurance quotes to your clients anytime, anywhere, using improved quoting tools now available on our website! Our quote engine provides detailed life product information including term, permanent, universal, and simplified issue, and gives you access to the largest forms repository in the industry. Learn more

Life Expectancy Calculator Recent statistics show that women are projected to live until age 81, while men are projected to live until 76. Are your clients prepared for the possibility of outliving their retirement income, meeting long-term care or disability needs? John Hancock has a new tool to predict the average number of years you can expect to live. Take me there!

Top Ten Questions About Term Life Insurance When should you consider buying a term life policy? How does term life differ from permanent life insurance? What types of term insurance are available? We've put together a quick, easy to read guide covering the top ten most frequently asked questions about term life insurance. Check it out! Get the guide

Upcoming Webinars

Tax reform and opportunities for S corporation owners Sponsored by Principal Learning Network Learn how the tax changes in the Tax Cuts and Jobs Act created an advantageous solution for owners of an S corporation. Highlight the Principal® Bonus - S Owner sample proposal and other resources and materials. Review the products and design that can maximize retirement planning for owners of an S Corporation. July 16, 2018, 10:30 - 11:00 a.m. (Central) ADD TO YOUR CALENDAR

Costly mistakes in life insurance planning Presented by The ASA Group In this quick, 30-minute presentation we will cover the following topics: The three thin threads of life insurance Goodman 156 F.2d 218 2d Cir. 1946 Cross purchase buy sell & entity purchase buy sell Estate equalization Key person insurance Loss of step up in cost basis July 19, 2018, 10:00 - 10:30 a.m. (Central) REGISTER

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