eBulletin: April 26, 2016

Submitted by Anar on May 1, 2016 - 11:20am

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In this week’s issue:

Individual Insurance

1. Life insurance opportunities in 2016: Decisions to make in 2016 before tax changes in 2017

· Provides an in-depth look at how the new rules will affect the life insurance landscape.

· It highlights time-sensitive policy change opportunities to act on in 2016 and uses graphs and examples to show how policies will work in 2017

2. Term conversion program reminder – Quarterly scans

Quarterly personalized client lists, which include critical illness insurance term conversion opportunities, get mailed directly to you at the beginning of every quarter.

· We have a number of materials available to help support you in the conversion conversation, including a Term 10 to term 20 conversion calculator and our new Convert term life insurance for long-term planning tool.

3. Illustration software – pending issues and solutions

· Life insurance age and amount table was not updated in the illustration component of Concourse 2.5 during the Nov. 23 reprice.

· Please use the life insurance age and amount table on RepNet and under the Underwriting section of Concourse as that table is correct.

4. Insurance operations update