< Agent Blog
Sep
20
,
2022

The William Penn Association Simplified Issue offer EXTENDED!

September 20, 2022

Due to the success of this special offer, the WPA Board of Directors and Officers have decided to extend the current Simplified Issue Single Premium Whole Life Special offer to  Thursday, December 15th 2022.

 

All applications must be dated on or before December 15th  and received by the home office in a timely manner to qualify for this special offer. The disclaimer form must also be included with the application to certify that the applicant has not been declined or refused a table rating by WPA or any other carrier since January 1, 2021.  

 

Annuity agents – 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.

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