Carrier updates

• The top five financial professionals to submit a minimum of $500,000 total premium or $250,000 issued by May 15, 2024, with OneAmerica can qualify to see the Olympic swim trials at Lucas Oil Stadium in Indianapolis on June 22. For more information, contact the Concourse long-term care team.

Life insurance and underwriting updates

• Protective has made updates to the interest rates on their Protective Indexed Choice^SM UL and in-force universal life policies.
• Effective April 15, Symetra will raise index cap and participation rates on Accumulator Ascent IUL (versions 1.0 and 2.0) and Protector IUL (versions 4.0 and 5.0).

Annuity updates

• View top annuity rates, as of April 1.

Insights from Ronnie Hamilton, Advanced Sales

Your business-owners clients have worked hard to build a successful business while retaining top talent and rewarding their employees. But have you talked to them about their business’ future — specifically, how they can protect what they've created to ensure its continued success?

Concourse's client-facing guide to business continuation has strategies that can help your clients plan for changes in their business due to death, disability or retirement.

Connect with Concourse

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