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Product R + D

    AG 49-B & Life Insurance Illustrations: What You Need to Know
    Product R + D

    AG 49-B & Life Insurance Illustrations: What You Need to Know

    written by Scott Hall

    Major change is coming in the world of indexed universal life (IUL). In May 2023, we’ll see the next round of revisions to Actuarial Guideline XLIX (AG 49), which initially went into effect in 2015. This was the first in a series of regulations directed toward taming IUL illustrations, though this year’s revisions will likely be the last for the time being.

    While these regulations may seem to put IUL directly in the line of fire, it’s important to note that none of these changes affect the real-world performance of these products; the changes only affect what carriers can show on a hypothetical illustration. The illustration is under scrutiny, not the product itself.

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    AG 49-B & Life Insurance Illustrations: What You Need to Know was last modified: April 20th, 2023 by Scott Hall
    April 20, 2023
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  • Product R + D

    How Are Social Security Benefits Calculated?

    by Hamilton Morales February 15, 2023

    Let’s unpack how Social Security benefits are calculated. The more I speak on Social Security, the more I realize that nobody really understands how the Social Security Administration (SSA) comes up with…

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  • Product R + D

    SECURE 2.0 Act: 15 Key Provision Changes That Affect Retirement Accounts

    by FIG Marketing January 25, 2023

    President Biden signed the 2023 Omnibus Appropriations package on December 23, 2022. Included in this funding bill for federal government operations was the SECURE 2.0 Act. The new version of the 2019…

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