Year End Deadlines and Several Webinars You Don't Want to Miss!

Weekly Advisor Newsletter

Recent Carrier & Product Updates

Life Insurance

10/29 LGA Updated Underwriting Field Guide

10/16 Pacific Life PL Promise Term Reprice

10/08 Lower Term Rates from LGA

10/08 Lower rates on AIG Select-A-Term

10/01 One America Operations Updates

10/01 Vitality Now Included on ALL John Hacock Policies

Annuities

10/29 RATE INCREASE NOTICE - 5 YEAR MYGA - 3.75% - "A-" Carrier - Contact David Smith

10/15 Premier Carrier Offers 3.25% Fixed Account

10/11 Social Security COLA for 2019 is 2.8%

10/10 Reliance Standard Interest Rate Increase

10/09 New Interest Rates from One America

Additional updates available on our website !

This Weeks Highlights

Year-End Deadlines

See: All Available Carrier guidelines for processing new business through the end of 2018.

Prudential Year End Important Dates and Reminders

Lincoln Financial Group 2018 End of Year Commitment and Guidelines

10 Cyber Security Questions to Consider

October is Cyber Security Awareness Month. Protecting and preserving the things that have made your organization successful starts with understanding what makes it vulnerable. Check out ten questions that every business leader should consider when it comes to their organization's cyber security.

John Hancock Business Analyzer

Business owners and executives have several non-qualified plan options when it comes to funding their retirement and addressing estate planning and buy/sell objectives. With the Business Analyzer tool, you can help your business-owner clients determine which option may be best by answering questions based on their individual planning objectives

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Paul Allen's $26 Billion Estate Will Take Years to Unravel

Bloomberg, October 18, 2018

The Microsoft Corp. co-founder spent more than three decades outside the software company, amassing a variety of business and philanthropic endeavors. But important questions loom about which of his assets are likely to be liquidated.

Upcoming Webinars

November 1, 2018 @ 11:30 AM EDT

Genworth Cost of Care

Genworth will share results of the 15th annual Cost of Care survey. This will include a deeper look into

the trends, some of the drivers and activity behind the costs, as well as a review of the enhancements to the digital tool and how it can be used for having the conversation about planning for long term care.

November 6, 2018 @ 10:30 AM CST

In Search of..... Highest Annuity Guarantees

Given the high level of confusion among consumers when it comes to annuities, today's agents and advisors must be prepared to educate clients about the features and benefits associated with each type available. To help with that, CANNEX has released a new study that looks at the minimum guarantee provided by different types of annuities: income annuities. FIA's with GLWBs and VAs with GLWBs.

November 13, 2018 @ 10:00 AM CST

Charitable Planning with Legacy Tree Foundation

Legacy Tree offers a helpful strategy for charitable planning that is an ideal addition to your financial practice. This webinar will give you an overview of this strategy just in time for end-of-year client tax planning.

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