Advisor Update | January 7, 2020
The SECURE Act not only dramatically impacts retirement, but clients’ wealth transfer strategies too. Life insurance may help maximize inheritances and minimize taxes. Get all the details  here .
Principal Executive Variable Universal Life III (Executive VUL III) is designed specifically for the business market and can be ideal for financing deferred compensation plans, bonus plans, and more. Click here for information. 
Looking to help provide your non-resident alien clients with financial security? Check out this new client profile to see the value U.S.-based life insurance can offer them.
Finally, insurance that doesn’t require a home visit. Here’s a great way for clients to learn about a fast, less invasive application process. Click here for a customizable consumer-flyer to send to them .
Anaphylaxis, not something you hear about every day. However, do you know how to rate this risk when it comes to life insurance? Check out this underwriting dialogue piece to get more information.
For grandparents who want to give something meaningful to their grandchildren - a gift of life is a gift for life. Go here for more details. 
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