Reach Our Team: 800-648-0787 Meet Your Team

Archived Updates & Alerts

1099 information! Tax season is here, and many people are asking questions about 1099 and tax reporting for life commissions. Most carriers will not generate a 1099 if you did not earn $600 or more in commissions from that carrier in 2018. If you have not received a 1099 yet from a carrier, or want to pull old commission statements, please see the steps to request a duplicate by Clicking Here

35 & 40 year term options! Banner launched last week a 35 & 40 year term option. This is a great way to provide coverage for people wanting longer than 30 years but not wanting to purchase permanent insurance. You can get rates by using our term rater on Currently available in all states except for New York.  Click Here to read more about the options.

Same Day Approval? Mutual of Omaha has now launched their Instant Decision Underwriting for their Living Promise Whole Life. This can allow your client to immediately know if they are approved for their final expense whole life as soon as you both esign the application. The application can be started by going to the Applications tab of and launching iGO. Learn more about the app By Clicking Here. (please submit the app direct through not Mutual of Omaha).

Job Aid: Prudential has created a very simple needs analysis form you can use with your clients. The form can be completed online and the information can be printed for your client and file. Click Here to View

Job Aid: Having trouble understanding the weekly case status update email? we created a job aid to help you understand the different steps through the cycle of a life policy.  Click Here to View

Software Upgrade: Increase your sales and placement ratio by setting expectations earlier in the sale process -from the quoting software just enter simple data such as blood pressure, cholesterol, family history, and driving violations, and quickly receive back rated quotes from the top carriers in the market. Learn more by clicking here

4/2/18 New Accelerated UW Program: Prudential just announced their new “PruFast Track” which for qualifying insureds may have medical exams waived after the telephone interview. Learn more about the program by reading the PruFast Track Flyer

Holiday Hours:  on March 30th our offices will be closed in observance of the holiday. We will re open Monday morning regular hours.

Holiday Hours: 2/19/18: In observance of Presidents day our New Business, Sales Desk/Quotes, and Carriers will be closed today. They will re open on 2/20/18 normal hours

Alert: 2/7/18: Companion announced they will stop all sales for Life in the state of New York soon. All applications must be received by Companion by March 5th, 2018. Read their Official Announcement  Here   Please Submit all Companion policies by March 2nd to LifeMAH to insure they are received in good order

Alert: 2/1/18: New changes have been upgraded to our Term and GUL rater, watch the changes here or Read the changes & Updates.  When applying for a policy from the quoting software, hit apply and choose drop ticket, it launch iGO but not carry over the case, Close the iGO tab and hit Drop ticket a 2nd time to launch iGO with client and product information carried over.

1/29/2018: Protective just announced a new Accelerated Underwriting program with their Custom Choice and Classic Choice Term called Protective Plus. Clients that qualify for Protective Plus may have their medical exams waived (not guaranteed). Learn more by reviewing the Protective Plus UW Flyer and the Protective Plus Overview

Alert: 1/24/18: Our case status screen on is currently down due to the vendor having issues on their end. They are aware of the error that their recent update caused and working to have it corrected as soon as possible. If you have questions on a pending case please email or call 203-513-6159

1/1/18: Thank you for choosing us to help you with your life insurance in 2017 and look forward to a great 2018 with you!  Happy New Year

12/21/17: Holiday Hours: We will be closing our offices Friday the 22nd at 3 pm Eastern. We will re open Tuesday the 26th at 8 am eastern.

12/18/17 Prudential lowering Term Rates starting in January. Click Here to see their announcement.

12/06/2017: Term policies that went to Brighthouse Financial, now have a new Brighthouse Whole Life product to convert to. Click Here to read the announcement. For conversion only with Brighthouse Term policies

11/27/17: Update: New Lower Term Rates are now available with Banner and William Penn. Click Here to see their announcement.

10/3/17: Updates & Alerts: A new training video is now available from Julie Kunde, going over a tutorial of the Pending Case Status Screen.

You can watch Here to learn more, or visit our Training Tab for additional training

8/28/17: Product Price Alert: Legal & General America (Banner & William Penn) launched new rates on August 28th to allow their OpTerm to be more competitive across the industry. Learn more by reading their update:

  LGA New Term Rates

8/7/17: New Product Alert: Protective Classic Choice Term: a New traditional term policy by protective to be an option along side the Custom Choice. See comparisons below

Classic choice Term Product Info    &      Classic choice VS Custom Choice