Need Help With Annuity Titling?
Current and correct titling is key for planning performance. Integrity’s new Contract Titling Rep eKit is newly updated to help you help them. Take a look.
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Business Insurance Sushi Podcast – Episode 3: Three Life Insurance Fringe Benefit Plans
In this episode of Business Insurance Sushi, David Szeremet of Ohio Naional slices and dices the three most popular life insurance fringe benefit plans: executive bonus, split dollar, and a supplemental executive retirement plan. He gives a few tips on deciding on which fringe benefit plan to use when, and shares ways you can talk to your clients.
Listen HERE.
Business Insurance Sushi Podcast – Episode 2: Notice and Consent
In this episode of Business Insurance Sushi, David Szeremet, Second Vice President, Advanced Planning at Ohio National, discusses Key person life insurance, the most popular and simple business-owned life insurance. David explains the background behind notice and consent and why it is so crucial when doing key person planning (or for any life insurance sale where the business will own the policy). The good news is, it’s a simple step, and Ohio National has sample documents to make it even easier.
Listen HERE.
Prudential’s Chief Market Strategist Quincy Krosby’s Quarterly Commentary: “Road to Normal”
Dr. Krosby’s Q3 2018 Commentary highlights central banks proceeding with caution on policy changes, the world watching and waiting amid trade tariff threats, and the Fed determined to normalize interest rates.
The IUL Dilemma: Perception vs. Reality
What’s your perspective on Indexed UL?
Did you ever wonder if your IUL illustration gives you the whole story? Or are your clients missing out on IUL upside opportunities because you think IULs are:
- Too unrealistic
- Too risky
- Too complicated
- Too much work
Check out this Brainshark to learn Lincoln’s approach to successful IUL planning. LISTEN NOW.
Prudential Product Update: GUL Premium Changes
Prudential recently announced that “In order to maintain the sustainability of our GUL products, given current market conditions, Prudential has made the decision to increase premiums for new sales of PruLife Universal Protector and PruLife SUL Protector.” Additional information, including transition rules, can be found HERE.
Important Transamerica Announcement: Trendsetter® Portfolio Updates and Re-price
On June 25, 2016, the Trendsetter® term portfolio is being re-priced to improve their position within key markets. In particular, they’ve improved their rates … MORE HERE