Tuesday Connection| July 7, 2020
There are many choices. Click here for updated carrier programs, focused on the fluidless aspects of accelerated underwriting.
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 here for full details.
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 here 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 this flyer.
This guide helps clients understand the taxes that can erode their estate. It provides examples for each tax and a summary tally at the end.
Take advantage o f this recorded webinar for three wealth transfer planning techniques using Survivorship Indexed Universal Life (SIUL).
460 Hillside Avenue Needham, MA 02494  
T 781.449.6800   F 781.449.7694