Latest Reports and Info from Lifeintel
American General – Term Compensation Changes
The following adjusted base compensation changes will be made to the term products issued by American General Life and US Life. These changes will affect those policies issued with Policy Effective Dates on or after January 14, 2013. Please refer to ... Read More »
AXA – Changes to UL, IUL, VUL Crediting Rates
AXA Equitable continuously monitors the financial markets and thoughtfully considers prudent adjustments with a long-term commitment to you and the company’s customers. Due to continued historically low market fixed interest rates, crediting rate... Read More »
American General – Introducing AG Extend IUL
We are now introducing AG Extend IUL, a conversion-only product, which accepts conversions from term policies beyond the fifth anniversary. AG Extend IUL will replace the Elite Transition® product. AG Extend IUL is issued by American General Life In... Read More »
Prudential – Illustration changes UL & SUL
The current economic environment continues to have an impact on interest rates used with Universal Life ("UL") products. As you've seen over the last few years, many insurance companies have taken appropriate steps to reduce the interest rate credi... Read More »
Protective UL Crediting Rate Change
As a result of the current interest rate environment, effective January 1, 2013, we will lower the credited interest rate on our in-force and currently marketed ProClassic UL products (including NY). The new credited rate on the in-force and curren... Read More »
Upcoming Speaking Engagements
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San Diego Estate Planning Council Meeting
August 16, 2012
Latest Reports: Sales Solutions
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Participating Loans – Indexed Universal Life
September 18, 2012
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Indexed Universal Life – Loan Types
September 18, 2012
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Flexible Planning Solutions with No-Lapse Guarantees
September 18, 2012
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Flexible Term Solutions
September 18, 2012
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Life Insurance – What Can It Do For My Clients?
September 18, 2012
Carrier Updates / Changes
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American General – Term Compensation Changes
December 13, 2012
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AXA – Changes to UL, IUL, VUL Crediting Rates
December 13, 2012
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American General – Introducing AG Extend IUL
December 13, 2012

