Tuesday Connection| June 18, 2019
When a client’s policy has a loan, a 1035 exchange to a new policy may provide a higher death benefit and lower loan interest charge. It may also offer a client living benefits to satisfy additional needs. Click here to learn more.
Symetra Protector IUL is here! This new protection-based indexed universal life (IUL) product provides cost-effective, yet flexible coverage—with the added potential for policy cash value growth.
New rates for Banner and William Penn OPTerm 10, 15, 20, 25 and 30 include a mix of decreases and increases. No changes to their highly-competitive rates for OPTerm 35 and 40. Rate decreases in more than 36% of pricing cells improved their ranking against core competitors. Click here to learn more.
Help your clients understand the benefits and drawbacks of using a 529 Plan to pay for education. Click here for more information.
Life insurance can help secure the futures of your client's kids and grandkids. Use this client brochure to help promote this idea.
We can handle all your underwriting cases. With our experience and determination, we know what it takes to get your most difficult cases placed. Click here to view our latest case studies.
460 Hillside Avenue Needham, MA 02494  
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