The Reg 187 and the new best interest standards are now in effect for life insurance sold to customers in New York. Before submitting a formal application dated February 1, 2020 or later, best interest training must be completed, and a proper understanding of products available in New York is required. Go here for more details.
Due to the 2017 tax law, which raised the estate and gift tax exemptions to $11.18 million per person (indexed for inflation), there has been a common misbelief that the estate tax was a non-factor to all but the wealthiest U.S. citizens. Nothing could be further from the truth. Click here to learn more.
The SECURE Act dramatically impacts retirement. But clients’ wealth transfer strategies are impacted too. Life insurance from Prudential may help maximize inheritances and minimize taxes. Get all the details of the Secure Act. Click here for overview.
We've developed an exciting referral program for you. This program gives you an excellent opportunity to earn up to $5,000 per referred advisor! Click here for all the details.