Policy reviews are necessary, yet time-consuming. Hear from our distribution partners as they share how they have used PRECalc to be more efficient, effective, and even win cases!
Category: Analysis
Telling Time: A Historical Look at Accumulation IULs
IUL is at the forefront of innovation and effort within the industry. Due to its increased popularity, we wanted to look into how accumulation IULs have changed in the past few years.
PRECalc: The Key to Finding the Best Policy Trade-In
With LifeTrends’ trademarked tool, PRECalc (Policy Review Estimation Calculator), you can review clients’ policies and better serve their changing needs.
The Big Apple-ton and Other Unique New York Regulations
New York has always been well-known in the industry as a state with unique characteristics. While each state has its own set of regulations, New York stands out with heavily consumer-focused rules.
Step-up Your Setup
In this blog, we step through the many components of a typical distribution-oriented illustration setup that may ensure a policy’s premiums, cash accumulation, and death benefit work together to stay within current tax guidelines.
Lasting Legacy with Maximum Benefits: Single-Pay Whole Life
What are your clients doing with that dusty old savings account? Reposition the money into Single-Pay Whole Life so they can leave a legacy.
Bridging the Gap Between GUL and IUL
Are your clients worried about choosing between Guaranteed Universal Life or Indexed Universal Life products? Have no fear: Bridge Products are here!
LifeTrends 70% Window
We looked at all the options to get our arms around the IUL market, and we are bringing the 70% window evaluation back as the strongest, and simplest approach.
Term A La Modal Factors
Modal factors hardly affect Term premium positioning. Rest assured that switching from annual to monthly premium will not drastically change the competitive positioning of your product.
Rocking Around the LifeTrends Tree
It’s Giving Season, and the industry has been very generous in 2018. See how we laid out the year’s major market trends.