The current Simplified Issue Single Premium Whole Life Special offer will be ending on Thursday, September 15th 2022.
All applications must be dated on or before September 15th and received by the home office in a timely manner to qualify for this special offer.
Annuity agents – why not take this opportunity to offer this one-time special offer to your annuity clients as a means to accelerate the death benefits of their annuity, and reduce the potential tax burden on their beneficiary? Your client simply completes the application, disclaimer and an annuity withdrawal form indicating “pay to WPA for SI/SPWL offer” on the special instructions line at the bottom of the page. We’ll do the rest.
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Get Your FREE Site >Learn how the Birthday Rule gives Medicare Supplement clients a guaranteed opportunity to switch plans without underwriting—and how CareValue helps agents navigate this evolving opportunity.
The CHLIC transition is about to begin in Connecticut and Mississippi.
Please be advised of an important update regarding the submission process for Medicare Advantage (MA), Dual Eligible Special Needs Plan (D-SNP), and Medigap applications.
Member retention support and 2026 Certifications coming soon
Take these steps to help reduce customer complaints and learn how to file them if needed
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