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Tuesday Connection| July 7, 2020
There are many choices. Click
for updated carrier programs, focused on the fluidless aspects of accelerated underwriting.
New Sales of PruLife® Universal Protector are Suspended
Effective July 13, 2020, Prudential will be suspending new sales of PruLife Universal Protector. Also, effective July 20, 2020, SVUL Protector will be suspended in NY. Click
for full details.
Face the Future
93% of people who have long-term care solutions are confident about their long-term financial plan. Right now, while most of your clients are at home with their loved ones, help them initiate a long-term care discussion. Go
to learn more.
The SECURE Act changed the ability of some beneficiaries to stretch IRA money in their account over their lifetime. Learn more about the impact of the SECURE Act on legacy planning in
Estate Planning: Tax Erosion Guide
guide helps clients understand the taxes that can erode their estate. It provides examples for each tax and a summary tally at the end.
Three Wealth Transfer Planning Techniques
Take advantage o
recorded webinar for three wealth transfer planning techniques using Survivorship Indexed Universal Life (SIUL).
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