We ran a webinar today regarding 101j and the impact it has on your business owners, CPAs, and your individual practice. This one video could be a difference-maker for you in 2021! Please take a look below and set yourself up for a fantastic 2021! (Warning: The Video is about 37mins long, but extremely impactful)
Want some follow-up on this idea specifically? We are here to help. Please complete the form below and we will be in touch ASAP!
Delivering on our mission to make life insurance easy to buy John Hancock is announcing the expansion of their concierge...
Read MoreIn response to historically low U.S. Treasury rates prolonging the low-interest rate environment, Equitable is reducing growth cap rates...
Read MoreProtective Life is committed to serving our customers and providing valuable products. Due to the current interest rate environment,...
Read MoreIf you follow the markets, you already know there’s been significant volatility, which is seemingly par for the course...
Read MoreAs we start 2021, we acknowledge that we continue to fall short of expectations in the New Business and...
Read MoreOn December 27, 2020, the Consolidated Appropriations Act of 2021, which included updates to Section 7702 of the Internal...
Read MoreFrom John Hancock As the situation around the COVID-19 pandemic continues to evolve and with the recent introduction of vaccines,...
Read MoreIn light of the current environment, we recognize that it might be difficult for advisors to meet with their...
Read MoreTransition Rules Clients can receive 2019 products through December 31, 2019 if they: 1. Submit a signed application (including completing the TeleLife® interview...
Read MoreWe have two recent posts Guranteed Universal Life Landscape Q3 2020 and Using Hybrid Guaranteed Indexed Universal Life that do a good job...
Read More
