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Premium Limit Increased for Single Life Products
As of May 10, 2021, the premium limit for most single life products has increased from $500,000, per insured, to $1,000,000. Click below to learn more about the changes and to view our FAQ document.
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Important 7702 New Business Update
While the changes the IRS made to 7702 generally have a neutral or positive impact on policy performance and case design flexibility, we have heard some concerns on the impact to certain in-force policies. To accommodate these concerns we are offering a backdating option for some placed CVAT policies.
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Marketing & Sales Concepts
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NEW Small Business eBook
Trimester 2 kicks off in May with Small Business Needs. This trimester we’ll give you new tools, actionable strategies, and connection points to take advantage of the BIG opportunity—the Small Business Market. One conversation could lead to exponential opportunities that could span decades. Get the NEW Small Business eBook and get started.
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Human API Updates
As part of our digital transformation journey, we continue to expand our thinking about medical records. We began working with Human API in 2019 using the patient portal concept of obtaining electronic health records (EHRs). We continue to drive innovation with Human API, with the goal of obtaining a high percentage of records electronically, in a streamlined and efficient manner, resulting in a better experience for our producers and clients.
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Individual Life Service Update
Providing consistent, reliable, and convenient service is a critical priority for Individual Life. We know our service experience has fallen below the expected standards for a prolonged period. We recognize the significant impact these challenges present to you and to clients and wanted to highlight a few recent improvements.
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