Business Solutions

How Have Your Client Conversations Evolved?

The COVID-19 pandemic has impacted almost everyone worldwide. And as states begin to ease restrictions, and a consolidated effort to reopen the United States begins to take shape, advisors and their clients will be having evolving conversations. What is on the top of most client’s minds today? Protection – and specifically protection against mortality and […]

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Nationwide’s Hybrid LTC Product to See Increase in Rates!

We hope this message finds you, your families, and your staffs in good spirits. Due to the persistent low interest rate environment carriers that offer fully guaranteed products have had to adjust. We were recently notified of Nationwide’s plans to increase rates on CareMatters II (their LTC Hybrid product). This price increase applies to new […]

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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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