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AG 49-A

    It Was the Best of Times, It Was the Worst of Times: Regulatory Changes from AG 49-A and Section 7702
    Product R + D

    It Was the Best of Times, It Was the Worst of Times: Regulatory Changes from AG 49-A and Section 7702

    written by TJ Whalen

    Of course, the first part of the title is the famous first line to one of the greatest stories ever written, A Tale of Two Cities by Charles Dickens.  That opening line fittingly describes the landscape of our industry right now on two noteworthy levels.

    The life insurance industry has gone through the best of times and the worst of times during the COVID-19 pandemic. Life insurance applications are up significantly due to COVID, but underwriting and processing these apps have been slower and more challenging than ever.

    Continue Reading
    It Was the Best of Times, It Was the Worst of Times: Regulatory Changes from AG 49-A and Section 7702 was last modified: April 2nd, 2021 by TJ Whalen
    April 1, 2021
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Premium financing is a savvy tool that can make se Premium financing is a savvy tool that can make sense for a lot of investors. Essentially, it's a lending of funds to an individual to cover the cost of an insurance premium.

Listen in to our recent #RetirementInsideOut episode with our partners from #Schechter to hear more about premium financing and other advanced planning strategies.

Link in bio for full episode.
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๐Ÿšจ new #RetirementInsideOut episode! We had a g ๐Ÿšจ new #RetirementInsideOut episode!

We had a great conversation with our partners from #SchechterWealth on some pretty cool planning strategies. Tune in to hear their insights and expertise on:

โ€ข Advanced #InsurancePlanning
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We ๐™๐™ค๐™ฅ you and your family have a very #H We ๐™๐™ค๐™ฅ you and your family have a very #HappyEaster today! ๐Ÿฐ
If you haven't tuned into our #RetirementInsideOut If you haven't tuned into our #RetirementInsideOut episode with @davidcmcknight, make today the day. โœ…

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Phil Puma, president of @pumahomes, joins us on #R Phil Puma, president of @pumahomes, joins us on #RetirementInsideOut today to talk #RealEstate! ๐Ÿก

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We hope your day is filled with as much joy as a l We hope your day is filled with as much joy as a leprechaun doing an Irish jig. Happy #StPatricksDay, y'all! ๐Ÿ€ ๐ŸŒˆ
Same insightful event. Same amazing location. Now Same insightful event. Same amazing location. Now with new dates.

๐—ฅ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ถ๐˜€ ๐—ผ๐—ฝ๐—ฒ๐—ป for the FIG Sales Symposium on July 14-16 in Las Vegas, and we can't wait to host you! With keynote speakers like Michael Kitces, Trey Gowdy, and Kindra Hall, plus some fun entertainment each night, this year's #FIGSaleSymposium will be an event to remember.

To learn more about the event, keynote speakers, entertainment, and to secure your spot, head to FIGSymposium.com today.
Let love rule today and always. Happy #ValentinesD Let love rule today and always. Happy #ValentinesDay to you and yours! ๐Ÿ’˜
๐Ÿšจ New episode! ๐Ÿšจ Sheryl J. Moore, the chief ๐Ÿšจ New episode! ๐Ÿšจ

Sheryl J. Moore, the chief storyteller at Wink, Inc. and president and CEO of Moore Market Intelligence, joins us on #RetirementInsideOut today.

She's providing some fresh new outlooks on:
โ€ข How rate changes are affecting #FixedInsurance
โ€ข The regulation changes that'll affect the industry going forward
โ€ข Why #Annuities are becoming a hot-ticket product

๐ŸŽ™๏ธ Tune in wherever you go for podcasts or click the ๐Ÿ”— in our bio!
Have you heard our #RetirementInsideOut podcast wi Have you heard our #RetirementInsideOut podcast with @mkitces yet?

We tackle:
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- And a possible retirement dilemma?

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