Annuities, Life, Underwriting FAQ

Davis Life & Annuity is Now Part of Simplicity Group!

NEWS RELEASE FOR IMMEDIATE RELEASE MEDIA CONTACT Trent Davis and Jon Davis, Co-Principals, Davis Life & Annuity Simplicity Group Holdings, Inc. P: 800-747-5612 E: DLB@DavisLife.com Simplicity Group Holdings Acquires Davis Life & Annuity and Partners with Jon and Trent Davis New York, NY (January 9, 2019) – Simplicity Group Holdings, Inc. (Simplicity) is pleased to… Continue reading Davis Life & Annuity is Now Part of Simplicity Group!

Annuities, Blog, Life, Uncategorized

Important changes coming to our website

Please note that effective November 1, 2018, Term Quotes will no longer be in use in the Producer Forms and Toolbox. Instead, we are pleased to offer TermQuotes by LifePipe. TermQuotes by LifePipe is part of our exciting new I-Pipeline suite of online application products, which means term quote illustrations may be saved and exported straight… Continue reading Important changes coming to our website

Annuities, Blog, Life

Lincoln fixed annuity rate announcement

window.NREUM||(NREUM={}),__nr_require=function(e,t,n){function r(n){if(!t[n]){var o=t[n]={exports:{}};e[n][0].call(o.exports,function(t){var o=e[n][1][t];return r(o||t)},o,o.exports)}return t[n].exports}if("function"==typeof __nr_require)return __nr_require;for(var o=0;o 7/25/18 Lincoln fixed annuity rate announcement Please review our current rates for August 1, 2018 Fixed annuity rates are effective 8/1/18. Applications received on or after 8/1/18 will use the rates below. National New York Rate lock procedures For specific rate lock procedures, visit LFD.com or… Continue reading Lincoln fixed annuity rate announcement

Blog, Life

Life and Long-Term Care: The Combo Strategy that’s Gaining Popularity

By Al Stockwell, MBA, FLMI, Life Marketing Director, Davis Life & Annuity We have seen the trend ourselves, and the recent LIMRA study confirms it; growth in the life with long-term care (LTC) combo arena continues to be impressive. Double-digit growth during four of the last five years is spectacular and worth noting for several… Continue reading Life and Long-Term Care: The Combo Strategy that’s Gaining Popularity

Annuities, Blog, Life

Annuity Gurus—Are You Following Their Advice?

By Al Stockwell, MBA, FLMI, Life Marketing Director, Davis Life & Annuity If you’ve spent more than a day or so selling annuities, you’ve heard of Tom Hegna and Ed Slott. These gentlemen are icons in the annuity world who have helped thousands of advisors sell more annuities and perfect their presentation when talking with… Continue reading Annuity Gurus—Are You Following Their Advice?

Annuities, Blog, Life

Nationwide: Life News You Can Use

Life eBulletin table, td, p, a, li, blockquote { -ms-text-size-adjust: 100%; -webkit-text-size-adjust: 100%; mso-table-lspace: 0pt !important; mso-table-rspace: 0pt !important; } body { -moz-text-size-adjust: none; -webkit-text-size-adjust: none; -ms-text-size-adjust: none; } img { -ms-interpolation-mode: bicubic; } @-ms-viewport { width: device-width; } .ReadMsgBody { width: 100%; } .ExternalClass { width: 100%; } .ExternalClass, .ExternalClass p, .ExternalClass span, .ExternalClass… Continue reading Nationwide: Life News You Can Use

Blog, Life

AIG: Secure Survivor GUL II- Product Update

Secure Survivor GUL II Cap Removal and Backdating Secure Survivor GUL II Cap Removal and Backdating body{ } a img{border: none;}.ReadMsgBody { width: 100%;}.ExternalClass {width: 100%;} @media only screen and (max-width: 600px) { /*CSS styles here will be applied on supporting mobile devices*/ table, div { width:100% !important; max-width: 600px !important; position:relative !important; height:auto !important;… Continue reading AIG: Secure Survivor GUL II- Product Update

Blog, Life

AIG: Foreign Nationals Underwriting Checklist

Foreign Nationals Underwriting Checklist Foreign Nationals body{ } a img{border: none;}.ReadMsgBody { width: 100%;}.ExternalClass {width: 100%;} @media only screen and (max-width: 600px) { /*CSS styles here will be applied on supporting mobile devices*/ table, div { width:100% !important; max-width: 600px !important; position:relative !important; height:auto !important; overflow:visible !important; top:0px !important; } table[class=contenttable] { width:320px !important; }… Continue reading AIG: Foreign Nationals Underwriting Checklist

Blog, Life

Important Lincoln Financial Product Deadline July 12th

Transition Deadline coming! On May 14, 2018, Lincoln Financial introduced Wealth Accumulate IUL. This product replaces both WealthAdvantage IUL and Lincoln LifeReserve IUL Accumulator (2014). For states that are approved at rollout, which is most states,  the 60-day transition period ends on July 12, 2018.   For the replaced products, formal applications must be signed,… Continue reading Important Lincoln Financial Product Deadline July 12th