Effective August 1, Banner will no longer accept the traditional paper life insurance application. ALL applications must be submitted with either the new fillable PDF application or the digital application. Important highlights: No more paper apps! Download the new fillable PDF application here. No more exam or APS ordering! Banner orders ALL underwriting requirements. No […]

A recent Nationwide® survey reveals how clients are feeling right now   As inflation continues to rise, many clients are canceling or postponing major life events such as: Buying a home Retiring Starting a family Holding a wedding Download the infographic with more key findings to help inform your conversations with and recommendations to clients as […]

With average annual returns of just 2.9% for the 20-year period from 2000 to 2020, the average investor underperformed virtually every asset class, from the 8.7% return of small cap stocks to the 3.0% return of short term bonds. What’s the reason for this lackluster performance? According to a Nationwide white paper, frequent trading is […]