Senior Assessment Now Required for for clients age 66+

Effective immediately, Mutual of Omaha will require a Senior Assessment for certain age/face parameters on fully underwritten Life products. It will be completed at the time of the paramedical examination. This testing will assess a cl ...

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GPUL Product Changes Coming

Penn Mutual is introducing several updates to their Guaranteed Protection Universal Life (GPUL) product, effective May 1, 2018. These updates include: Adjusted pricing that is more aligned with today’s market An adjusted rider se ...

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New Founders Plus Single Deposit Premium Solution

Many of your affluent clients look for solutions to meet their unique needs. The new Premium Deposit Account  may be the solution to help you close more cases in this market. The PDA provides tax efficiency, convenience, predictabilit ...

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Changes To Life Insurance Applications

MassMutual Applications were updated in NY. The old version will not be accepted anymore. All new applications will include Form F5500NY for products that require an illustration. The form replaces the Sales Illustration Certification ...

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