The Trump Administration’s Plan to Eliminate Estate Tax
Failure to Plan Now Could Put Your Client’s Estate in Jeopardy Recently, the Trump administration announced plans to pursue their campaign [...]
Know Your Life Insurance Illustrations
Understanding Life Insurance Illustrations BY NEIL ALEXANDER CPAs who are new to insurance may find they are sometimes confused by [...]
MetLife U.S. Retail Separation
MetLife has announced plans to pursue a separation of a substantial portion of their U.S. Retail business, which includes the retail distribution [...]
Special Needs Planning
Life insurance and financial professionals often seek to differentiate themselves from their competitors. Some might work with young [...]
PruLife Universal Protector Product Updates
Prudential released a new version of PruLife Universal Protector, now noted as the (2016) version. As with many of their previous updates, [...]
Don’t Miss the Bolt on Accelerated Underwriting
75% of our preferred cases, issued up to $1 million, to age 60, are now being approved in 3 days. What's more, these cases are being approved [...]