Current ISSUES

John Hancock “Legacy Planning Opportunities for Today” TODAY – Thursday, October 7, 2021  2PM Eastern Time Please join us for the “Legacy Planning Opportunities for Today” webinar. This webinar will go over the following:  Current estate planning environment and outlook How life insurance can help High-Net-Worth families Opportunities for creating flexibility Survivor standby trusts SLAT language […]

As you may know, September is Life Insurance Awareness Month. This year, LifeHappens, a non-profit organization focused on spreading awareness about the importance of life insurance, and LIMRA took the initiative to engage with Black Americans on their ownership and attitudes about life insurance. Check out the report here. Engaging the Black Community with Life […]

Online Health History Questionnaire Is Here!  As of September 13, 2021, Pacific Life announced a new eInterview option for drop ticket / electronic applications. On all Pacific Life eApps, the client will be emailed a link minutes after dropping a ticket. HOWEVER, if the client does not apply via link after SEVEN DAYS, the ticket […]

New term pricing and product policy form effective September 2, 2021.  Get the details

We recently shared an article about how Washington State became the first state to implement a state tax for long-term care coverage. Since the announcement, long-term care applications have skyrocketed. As a result, LTC carriers are experiencing major delays in case processing. Mutual of Omaha put out the below update in June to this effect. […]