Help employers recruit, reward, retain, and retire their top talent with solutions like deferred compensation plans, bonus plans (including some for specific business entity types) or split dollar plans. Click here to review solutions.
The Consolidated Appropriations Act of 2021 (CAA) was signed into law in late December. The CAA impacts the interest rates used for Definition of Life Insurance (DOLI) testing under Section 7702. These industry-wide changes affect all life insurance carriers. Go here for details.
An IUL Extra Coverage Program offers clients an opportunity to purchase up to $1 million in extra Protector or Accumulator IUL coverage without full underwriting. Click here to learn more about this program.
A Temporary Change to Better Serve You
Reminder as of last Thursday, January 28, 2021, John Hancock has temporarily raised their minimum face amount for term insurance to $750,000. For more details, email us at firstname.lastname@example.org.
A recent study conducted by one of our partner carriers found that many clients are confused about long-term care. Here is a comprehensive LTC misconceptions fact sheet that you can take to them today.