When you read insight and commentary on wealth transfer planning, talk of the federal estate tax can seem like the only thing that matters. To be sure, when it applies, at 40% it is currently the heaviest so-called "death tax" in the land, and affects the broadest swathe of taxpayers. But state transfer and inheritance taxes are an important part of the story too, as today's wealthy are more likely than ever to have property interests in multiple states.
On November 2nd, we held a webinar with Cincinnati Life to introduce them as a new option for you and your clients. Below you will find links to a recording of the webinar and the PowerPoint presentation.
SBLI has a program that will allow clients 18-60 applying for $500,000 or less to purchase coverage and never have to do an exam.
We feel like saving time in underwriting and delivering a better customer experience is worth the extra cost. In fact, beginning April 3, 2017, we will be contacting you about the option of moving a case each time we receive an application that fits into the parameter of the program.
The TBA Mobile App was designed to give advisors the ability to be more efficient while away from the desk. This app has all of the tools needed to create sales as well as process paperwork more efficiently. It can be downloaded on your phone or tablet. It is available to download for free from the app stores of A
ndroid, and Kindle.