January 12, 2015 KEY HEADLINES Volume 13, Issue 01 Lincoln MoneyGuard® II available in Hawaii Updated additional reports for MoneyGuard® II Customer Satisfaction Survey facilitated by LIMRA In-force Policy New York Rider Mailing and Changes to New Business Procedures End of Level Premium Period for Level Term Policies on Electronic Funds Transfer (EFT) – change in process Foreign Account Tax Compliance Act – Withholding Requirement Partner Solutions: Prepared for Increase in First Quarter Call Volumes… Read more »
All Carrier Updates
John Hancock : Newslink: IRS announces eligible Long-Term Care insurance premium deductions for 2015, and more
January 12, 2015 PRODUCT NEWS IRS announces eligible Long-Term Care insurance premium deductions for 2015 The Internal Revenue Service (“IRS”) has announced its annual cost-of-living and inflation adjustments for 2015. Tax laws require the IRS to adjust the dollar amounts of dozens of tax provisions each year to account for inflation, including adjustments for eligible long-term… Read more »
Genworth News Bulletins for Monday, January 12, 2015
News Bulletin January 12, 2015 Long Term Care Insurance › Changes in Benefit Period Options for Privileged Choice® Flex and Privileged Choice® Flex 2 Read More Compliance › California Insurance License Fees to Increase Read More Rate Flyers › View rate flyers Genworth companies include: Genworth Life and Annuity Insurance Company, Richmond, VA Genworth Life Insurance Company,… Read more »
MoO: January 7th – Express
Express An Online Update for Mutual of Omaha’s Brokerage Sales Partners. January 7, 2015 LIFE Guaranteed Refund Option Rider Benefit Column for GUL and GUL Plus A new column will be added to GUL and GUL Plus illustrations showing the Guaranteed Refund Option benefit. Are Your Clients FIT? The FIT credit program lets your clients move up to two… Read more »
Allianz Today – January 6
ALLIANZ TODAY EMAIL NEWSLETTER› View as a web page FASTeam 800-950-7372 IMPORTANT UPDATES FOR DON › Updates to withdrawal and new business forms Learn more › January 2015 cap and rate changes may affect your pending and approved life insurance applications. Learn more This year, make the most of your meetings. It’s time to recalibrate your sales… Read more »
LifeSecure News: Happy New Year!
VOLUME 9 * ISSUE 1 * JANUARY 201 Upcoming Webinars January 8 New for FL & HI: LTC Product Overview & Plan Design at 2 PM ET 13 Competitive Advantages & Product Positioning at 1 PM ET Simply click the links to register! A full schedule can be found on our Agent Blog. Agent… Read more »
Lincoln: Lets Talk About Our DCA Special
6% for 6 months DCA special for the month of January Effective January 1, 2015 through January 31, 2015, Lincoln is extending a DCA special for variable annuities — 6% for 6 months. This offer is exclusive to B- and L-share contracts. ChoicePlus B- and L-share DCA rate sheet American Legacy B- and L-share DCA rate sheet For more information, contact… Read more »
Genworth News Bulletins for Tuesday, January 6, 2015
News Bulletin Life Insurance › GenGuard® UL Removed From Product Suite Read More › Interest Crediting Rate Changes on Life Insurance Products Read More › Reminder: 2015 Participating Loan Rate Declared for Asset Builder Index UL & Foundation Builder Index UL Read More Linked Benefits › Total Living Coverage® Credited Interest Rate Change Read More › Commission Adjustments to Total… Read more »
Great American : News from Great American Life: January 5th, 2015
Riders | Indexed Annuities | Fixed Annuities | Rewards www.GAAnnuity.com www.GAIG.com January 5, 2015 Reminder – Safe Outlook Bailout Cap Decreases Effective January 7 Please remember, the Safe Outlook bailout cap is decreasing to 3% for both the point-to-point and monthly averaging indexed strategies effective January 7, 2015. This is a change from the previous 50 bps spread…. Read more »
Great American : Safe Outlook Bailout Cap Decreases Effective January 7
Riders | Indexed Annuities | Fixed Annuities | Rewards www.GAAnnuity.com www.GAIG.com December 29, 2014 Safe Outlook Bailout Cap Decreases Effective January 7 As you may be aware, U.S. treasury rates directly affect the interest rates and features offered by our annuity products. Due to the recent decline in 10-year treasury rates and steadily rising volatility… Read more »