Lincoln VULONE (2019)

Learn about the newly available Lincoln VULONE (2019) which includes a lifetime guaranteed death benefit with the freedom to pursue growth potential, and the Lincoln Care Coverage® Accelerated Benefits Rider available on Lincoln WealthAccumulate® IUL (2019) and Lincoln WealthPreserve® IUL (2017). Contact your BGA today. 

Strength of Allianz

A NEW approach to your book of business-Income-tax-deferred to income -tax-free opportunity

For clients who are seeking a more tax-efficient financial portfolio and death benefit protection, one solution they could consider is to fund a fixed index universal life (FIUL) insurance policy with withdrawals from qualified retirement plans and IRAs.

Contact your BGA to learn more.

Lincoln LifeElements Term

Back on April 22, 2019, Lincoln announced pricing
improvements to Lincoln LifeElements® Level Term (2017) which will
improve competitive positioning in key cells.
Lincoln LifeElements® Level Term offers both a traditional paper
application process and a streamlined Tele-App process for electronic
and paper ticket submissions.

Looking under the hood of the 1040 tax form to spot opportunities

Help your clients discover new planning opportunities.

Reviewing your client’s tax return can be an effective way to identify financial protection needs – needs that AXA may help fulfill. With sweeping changes to personal, business and estate taxation with passage of the Tax Cuts and Jobs Act, this review can be even more significant.Contact your BGA to learn more.