Business Solutions

Increased Limits for No-Exam Life & Disability Insurance

We are pleased to announce Principal has increased their Accelerated Underwriting limits with use of the Human API platform. These changes are temporary and part of Principal’s efforts to support advisors, consumers and our economy during these unprecedented times. Please see below for details. To Learn more about Human API please click here. Please contact us with any […]

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Important and Positive Announcement Regarding Medical Record Delivery

Belman Klein Associates is pleased to announce our new working partnership with Human API moving us to a direct electronic record retrieval process. With the implementation of this system, we are now able to take a traditionally 2 to 6 week timeline for receiving medical records, and truncating it to a matter of minutes for the majority […]

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Helpful Capabilities of our Office

Good Afternoon, We hope this message finds you and your families well.  During this unprecedented time, we are reaching out to let you know our office is operating with complete functionality.  We can be reached via phone at our usual phone numbers and extensions and by email.  Please expect to hear from us more frequently […]

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SECURE Act Opens Door to Wealth Transfer Alternatives and Charitable Gifts

The Setting Every Community Up for Retirement Enhancement (SECURE) Act has presented wealth advisors with multiple opportunities to remain a step ahead of legislation, all while helping clients and their families plan for a sound financial future. Throughout this email series, we’ve discussed many of these opportunities, as well as where and how they intersect […]

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