Review a brief examination of life insurance trends from 2018 to the present.
7702 and 7702A: Unpacking the Changes
What is the background of 7702 and 7702A and why was the change made? Learn more here.
What to Expect when you Are Expecting AG 49-A
In an attempt to re-level the IUL playing field, a new task force was created to add some revisions to AG49. They settled on the changes, now dubbed AG49-A. Learn what you need to know.
An Overlooked Insurance Feature: Overloan Protection Riders
Each company’s Overloan Protection Rider is unique. We help categorize the important aspects of each, so you understand what to expect.
Using All the Tools in Your Toolbox with Multi-Benchmarking
One of the most useful and sophisticated features on the LifeTrends platform is the multi-benchmark option. A veritable Swiss-army knife in the right hands, the multi-benchmark is a quick and easy way to keep up in today’s ever-changing marketplace.
2019 Year in Review: Don’t Blink
2019 held some of the most product turnover, innovation, and controversy of any in recent memory. If you blinked, you may have missed something. Catch up here!
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.