The current Simplified Issue Single Premium Whole Life Special offer will be ending on Thursday, September 15th 2022.
All applications must be dated on or before September 15th and received by the home office in a timely manner to qualify for this special offer.
Annuity agents – why not take this opportunity to offer this one-time special offer to your annuity clients as a means to accelerate the death benefits of their annuity, and reduce the potential tax burden on their beneficiary? Your client simply completes the application, disclaimer and an annuity withdrawal form indicating “pay to WPA for SI/SPWL offer” on the special instructions line at the bottom of the page. We’ll do the rest.
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Key Changes to the 2025 MA and D-SNP Enrollment Kits: Effective Immediately!
Disaster/Emergency SEP change rescinded, top Toolkit materials and more
Learn about the changes to the Disaster/Emergency SEP, key details on selling D-SNPs and more
Review your State-Level D-SNP Enrollment at a Glance Guides to learn more about limited special circumstances SEPs.
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