< Agent Blog
Sep
06
,
2022

The William Penn Association Simplified Issue offer ENDING SEPT 15th!

September 6, 2022

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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