Advisor Area

Update from Delaware Life | New Website for Policy Information

  We are pleased to announce that Delaware Life has launched a new portal for you and your clients to use to view their current policy information. This new portal is available at https://accounts.delawarelife.com. We appreciate your continued business with us and hope that this new tool makes working with Delaware even easier. Thank you. […]

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WealthVest Hires New Team Member in New Role

Ron DeBiase Takes Regional Consultant Position WealthVest announced today that Ron DeBiase will be assuming a position as regional consultant. In this role, he will focus on developing relationships within the broker/dealer marketplace and with insurance professionals throughout the Connecticut area. DeBiase has over 15 years of industry experience, working in various sales and product […]

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Curtis Marsh Assumes Role as Regional Director

WealthVest Financial Partners Hires New Member to Increase Nation Coverage WealthVest officially announced today that Utah resident Curtis Marsh will be joining their team as a regional director, where he will represent multiple companies to promote fixed and fixed index annuities. Marsh is an experienced sales professional, having worked with top industry names such as […]

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Updated Suitability Requirements for New Hampshire

Suitability Requirements for New Hampshire Reminder: Mandatory New Hampshire Annuity Suitability Continuing Education Certificate Requirement The New Hampshire Department of Insurance has adopted the revised NAIC Model Regulation on Suitability in Annuity Transactions effective January 01, 2015. New Hampshire resident and non-resident producers must fulfill the following requirements prior to solicitation of an annuity product in […]

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MasterMind Webinar: Your body is a temple, why do you beat it up so often?

In this week’s webinar, : Your body is a temple, why do you beat it up so often?, Matt talks about how important it is to be mentally, physically, and spiritually fit – you want your clients to trust you’ll be around for a long time in order to take care of them. And it’s […]

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MasterMind Webinar: Build the Right Team

We all know that there are some things we just aren’t good at. That’s why you need to surround yourself with the right people – people you can hand anything off to, knowing they’ll complete it with accuracy and care. So how do you go about hiring these people? During this webinar replay of Build the […]

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New 2% Commission for Delaware Life 3 Year Pinnacle MYGA

 Commission Increase on Delaware Life Pinnacle MYGA 3-year guarantee period to 2% Delaware Life is INCREASING agent commissions paid on new sales of the 3-year guarantee period in Pinnacle MYGA. Business Transition Rules: • New rates increase total agent compensation paid by Delaware Life by 1% to 2%. • The change is effective for business […]

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Carrier Update from ForeThought

State Updates Effective 11/11/14 – Income 150+ has been approved to sell in New Jersey! Income 150+ Updates! Forethought is proud to present to you our new Income 150+TM fixed index annuity. Recent updates help to catapult Income 150+ to a new level for you and your clients! While still offering the great income boosts […]

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ANNOUNCEMENT! Fidelity & Guaranty Prosperity Elite® Series Enhancements

   Effective with the 12/22/14 buy date, the following changes will be implemented* for the Fidelity & Guaranty Prosperity Elite® fixed indexed annuity series. • We will be adding a NEW strategy – the Gold Annual Point-to-Point Strategy • In the Protection Package, the Enhanced Guaranteed Minimum Death Benefit rider will be modified to limit the […]

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MasterMind Webinar: Networking: The Key to Learning and Continuing to Be the Best

If there’s one area we can all improve in, it’s networking. In this webinar, Networking: The Key to Learning and Continuing to Be the Best, you’ll learn how to get started by spending time with the smartest people you know and taking the most successful business person in your city out to lunch.  Also featured […]

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