email : Webview : Product Updates from Lincoln and Banner

Bi-Weekly Update from MVP Financial Services, Inc. 08/20/2019

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Read MVP's Brokerage Insight$ Blog - The Easy Underwriting Path

September: LIAM
Life Happens created September’s Life Insurance Awareness Month (LIAM) in 2004 to help educate Americans about the importance of life insurance. Every September is your chance to take advantage of the marketing train. This year, they have the biggest and best offering ever of LIAM resources to support your outreach efforts.

LIAM Resources | Brooke Shields

Cruise With Us in 2020!
The new Seaports have been announced for our chartered Silversea Cruise, March 2-6, 2020. Have you qualified yet? Check it out!

Lincoln MoneyGuard Update
Lincoln is updating MoneyGuard to be compliant with principle-based reserving (PBR) and 2017 CSO by January 1, 2020. MoneyGuard III is coming at the end of the year, and pricing will increase in some cells over MoneyGuard II.

November 1, 2019 is deadline for any applications. Due to PBR, there is a hard cutoff for MoneyGuard II cases. All money, including 1035 funds, have to be at Lincoln by December 31, 2019. No exceptions. Transition Rules and Guidelines

Family Business Challenges

One of the major planning challenges family owned businesses face is balancing the competing needs of multiple parties including the business, other family members, any successor owner, and the current owner’s own needs. Visit Principal's Family Business Planning website to see all tools available.

Crush It This Enrollment Season
Higher deductibles and healthcare costs are adding stress to people’s lives and budgets. Help them fill the financial gap with critical illness insurance.

Share the Video | Get the Tools

New Banner Term Rates and Underwriting Changes
New rates went into effect 8/19/2019, for Banner OPTerm 10, 15, 20, 25 and 30 include a mix of decreases and increases. No changes to the highly-competitive rates for OPTerm 35 and 40.

Banner's Term Web Page

Banner has also implemented new underwriting guidelines, which includes: a new unisex build chart, no routine EKGs for ages 41-50, and new blood pressure limits.

View Underwriting Changes

This Information is for Agents Only. Not for Consumer Distribution.

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Glenview, IL | 60025 United States

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