Breaking News

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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The Fa La La La Finer Points of Gifting Life Insurance

You’ve heard the holiday lament, “What do you get the person who has everything?” How about peace of mind and financial stability? The gift of life insurance always fits, never breaks, is continuously in fashion, and doesn’t require batteries, service plans, or two and a half hours and a blowtorch to free from unforgiving twist-ties. […]

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Charitable Giving Through Life Insurance

As we approach another holiday season we thought it would be an appropriate time to remind everyone how life insurance can amplify the overall dollar value and impact of your clients charitable giving.  In addition to being a time of year for family, fun, and good food, the holiday season is also the time of year that […]

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MoneyGuard Re-Price In an effort to keep you current, this is a reminder that Lincoln has a hard deadline of November 1st to receive all MoneyGuard applications to save current pricing.  Further, Lincoln will need premiums in hand no later than December 27th in order to place policies in force before years end.  It is […]

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Prudential Pulls Non-Smoker Rates for E-Cigarettes/ Vaping

*ATTN* All Advisors with Clients who Vape or use E-Cigarettes  Prudential has been our only carrier that could underwrite E-Cigarette and Vaping at Non-Smoker Plus rates. That will soon come to an end. The following is a notice from Prudential: The purpose of this note is to give everyone a heads-up that we will be changing our […]

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