Tuesday Connection| December 3, 2019
The end of the year is often referred to as the season of charitable giving, as organizations benefit from both the generosity felt during the holidays and the desire to make donations before the end of the year for tax purposes. Show clients how life insurance can amplify their giving with this brochure. 
 
You only have until the end of the year to take advantage of the Q4 Mission Addition underwriting program. Get your clients the added coverage they may need with limited underwriting and added incentives of choosing an improved rating class or the Long-Term Care Services Rider. Click here for more information. 
Offer a complimentary, personalized analysis that considers the value of your client’s business, their business transition plans, and their potential retirement income sources, and provides recommended solutions for any gaps. Click here for a market study. 
Executive bonus arrangements are highly flexible and can be used to meet a variety of planning needs while benefitting both the business owner and the employee. 
Go here for more information.
As we approach the end of the year, please keep in mind important deadlines to ensure that all of your business processes in a smooth and timely manner. Click here for
all the details.  
Beginning January 1, 2020, any new life products issued must use the 2017 CSO Table. To recognize changes in population life expectancy, life insurance regulation requires an update of the standard mortality table.
Click here for a list of deadline dates.
460 Hillside Avenue Needham, MA 02494  
T 781.449.6800   F 781.449.7694