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Join Us For A "Lunch & Learn 1 Hour CE Class"
When: Wednesday June 11
Tim: Lunch 11:30 Metting 12:00-1:00
Where: Standard Country Club
Douglas Lawson, Metlife's Advanced Sales Team Attorney Presents "Dynasty Trust"
The dynasty trust CE Presentation illustrates the use of an irrevocable life insurance trust to transfer wealth through multiple generations free of transfer tax, and protected from creditors, divorce settlements and professional liabilities. The presentation describes the types of clients a dynasty trust is suited for and discusses and illustrates through example the allocation of the generation-skipping tax exemption, the design, mechanics and limitations of the trust, the leverage that adding life insurance can provide, and the advantages and disadvantages to the client of including the trust in the estate plan. |
New "App Assist" Program With Banner Life Can Reduce Underwriting Time By 3 Weeks
Its Fast and Easy! You simply click on the above link on our website and complete the application online. The information is transmitted to Banner Life within 48 hours and they will contact the client on your behalf to complete the rest of the application over the phone. Your client will have an option to sign the application electronically by verifying the social security number. Banner Life will expedite the ordering of all medical records, exams and all the requirements needed to underwrite the case.
Bonus! Bonus! Bonus! Right now Shaw American Is giving an additional %10 Commission Bonus on the First Modal Premium on every application for Banner Life submitted in the month of April.
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Introducing Lifetime FlexPlus II
Genworth has enhanced our secondary guarantee universal life insurance product with improved flexibility, competitive premiums, oustanding current assumption cash values and dependable performance. It has the power to move your business to the next level.
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Have You Checked Out LifeTime Platinum III From West Coast Life?
West Coast Life introduced Life Time Platinum III on April 1, 2008. Have you checked it out? IF you haven't you are certainly missing out on one of the most competitive universal products available.
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Offer Your Customer An Opportunity to get their money back-no questions asked! Customers may be tempted to put off their estate planning, wondering if estate tax law changes may alter their needs. If your customers decide they no longer need their Legacy Secure Sl policy, the Estate Liquidity Rider offers a generous return of premium option-included with all policies at no additional cost.
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| Tips for Submitting A Complete and Compliant Replacement
It is important that all replacement submissions strictly follow administrative policies and procedures.
If an application is received with incomplete replacement information or with conflicting replacement-related information, most companies will not underwrite the case until all replacement information is determined to be "In Good Order"
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