Important Levinson News and Updates – 4/16/24
This Week’s Highlights…
- Corebridge – The Tax Dilemma
- Mutual of Omaha – A Low-Cost Policy Offering High Value to Your Clients
- Mutual of Omaha – A Comparison of Premiums and Protection
- Pacific Life – Communicating Life Insurance Value to Prospects
- Pacific Life – Identifying Business Concerns
- SBLI – The Cost Objection
Product Changes
- OneAmerica – New Business Interest Rates, Effective April 15, 2024
- SBLI – New Term Rates, Effective April 4, 2024
Protective
Discover Protective Executive 10-Year Term
Introducing Protective Executive 10-Year Term, a group term carve-out solution tailored for executives.Designed to drive growth in your business market, Protective Executive 10-Year Term features:
- Affordable and level premiums
- Guaranteed-issue type underwriting with just two key questions
Individual, portable protection that doesn’t go away at retirement
Mutual of Omaha
New Proposal Requirement for Immediate Annuity Applications
Beginning May 1, 2024, a proposal must be included with all immediate annuity application submissions. This new requirement allows Mutual of Omaha to capture the necessary details regarding premium payouts and rate lock information at the time of application. Thus, helping to eliminate the reissuing of many policies due to missing information on the application.
Principal
2024 Principal Business Owner Insights
Small to midsize business owners are an important part of communities and can help strengthen the US economy. While business and financial planning may not always make it to the top of your busy to-do list, putting plans in place may be easier than you think.
