Press Releases

Call our Life Underwriting Team to discuss the specific details of your client’s seizure or epilepsy history.  Let’s work together to get the offer you need!

Ask these 3 questions to your prospective clients to drive the point home on why having a LTCi policy is so important.

Eligible paraprofessional or skilled trade occupations applying for DI can now receive occupational class upgrades to reduce their premiums and increase their coverage.

The anticipated 50% reduction in the current $11.58 million dollar exemption amount in 2026, and the likelihood of an earlier reduction with a change in administration, has many taxpayers considering a Williams Shift of their own by utilizing all or much of the exemption immediately.

There is a way to accomplish long-term growth and minimize the exposure to the increased volatility of the markets.

By stacking additional income protection on top of the coverage the traditional carriers provide, the client’s ability to maintain their current lifestyle turns from fiction to reality.

Among the tax proposals that have been put forth in the Biden/Harris plan is a change in the federal gift and estate tax that could greatly expand the number of folks you may need to contact before the end of the year.