Introducing the Zurich Wealth Builder IUL.
Effective immediately, the Zurich Wealth Builder IUL will replace the Zurich Accumulation Index UL and Zurich Value Index UL in all states except California, Delaware and New York where approval is still pending. Download Transition Guidelines
New: Suitability Form 4465.
Effective 9/1/2019, the suitability form for all states except New York has been updated. The new form number is listed below and will be available in ExpertForms beginning on 9/1/2019. View
Link to Your Life Business with the Global Atlantic Agent Portal.
Global Atlantic’s agent portal helps you stay on track with your life insurance business, while also offering resources to assist in managing your in-force business. The portal provides you with the ability to:
• Search your Book of Business
• Download your client list
• View policy values
• Access policy annual statements
Learn More | Book of Business FAQs
Legal & General
Accidental Death Marketing Campaign.
Within the next week, Legal & General will be launching their next accidental death direct marketing campaign. Policyholders can enroll in this valuable coverage using a self-fulfilling authorization form, which can be easily completed and returned by mail or accepted online. View
Mutual of Omaha
Coming Soon: Lower Rates On GUL Express.
Effective October 1, 2019, Mutual of Omaha is dropping Guaranteed Universal Life Express Rates. View
LTC Underwriting Guide Update.
Mutual of Omaha announces a new underwriting guideline update. View
Rate Adjustments Effective December 2019.
Mutual of Omaha will be implementing long-term care rate adjustments for Arkansas, Iowa, Ohio, Oklahoma, New Mexico, and Pennsylvania on December 1, 2019. View
Asset Care® Update from OneAmerica.
OneAmerica’s updated Asset Care® product will be available starting Sept. 23, in Arizona, Connecticut, Delaware, Hawaii, New Jersey, North Dakota, and South Dakota. View
Exciting Enhancements Coming to Underwriting Guidelines.
Protective is making adjustments to their underwriting guidelines to make doing business easier and faster. View
Securian Financial joining iPipeline Drop Ticket!
Coming at the end of September, Securian Financial will be available for Drop Ticket on iPipeline®. View