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?

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   view web version | unsubscribe from this list Secure Survivor GUL II- Product Update Effective July 1, 2018, Secure Survivor GUL II Face Amount Cap will be removed. The temporary $5,000,000 Face Amount cap established on April 14,… Continue reading AIG: Secure Survivor GUL II- Product Update

Blog, Life

AIG: Foreign Nationals Underwriting Checklist

Foreign Nationals Underwriting Checklist Foreign Nationals If you are having trouble reading this email, read the online version. Foreign National Underwriting Checklist We are excited to release the Foreign National Underwriting Checklist to help you assess and submit any cases involving foreign nationals for all residence categories. This checklist is designed to summarize the key… 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

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   view web version | unsubscribe from this list Secure Survivor GUL II- Product Update Effective July 1, 2018, Secure Survivor GUL II Face Amount Cap will be removed. The temporary $5,000,000 Face Amount cap established on April 14,… Continue reading AIG: Secure Survivor GUL II- Product Update

Blog, Life

Principal: A Growing IT Market Expands IDI Opportunities

Target IT professionals   IT professionals are great prospects for individual disability insurance (IDI).     A growing IT market expands IDI opportunities         The IT industry is growing beyond Silicon Valley. IT professionals live and work in your communities, and business owners rely on their expertise. They're high-income earners and part… Continue reading Principal: A Growing IT Market Expands IDI Opportunities

Annuities, Blog, Life

NEW from Lincoln Financial, Annuity Alliance

   Today, I’m proud to announce a new and exciting initiative to change the narrative on annuities and bring increased awareness, education and information on the important role annuities can play in protecting income for retirement.  Lincoln Financial Group is a proud member of a first-of-its-kind industry organization, the Alliance for Lifetime Income, bringing together… Continue reading NEW from Lincoln Financial, Annuity Alliance