by New West Insurance | Sep 11, 2023 | New West Shorts
As of September 1st, 2023, Symetra will match formal or informal rate class offers from other eligible carriers. The program is available for their Accumulator Ascent and Protector IUL products for issue ages https://t.e2ma.net/message/9ramlg/ld7ixy 9/11/2023 New...
by New West Insurance | Jul 31, 2023 | Newsletter
Over $10.9 trillion of today’s current assets are controlled by women and it’s expected to grow to $30 trillion by 2030.** Grow your business with tips for engaging women clients, prospect profiles, and tools https://t.e2ma.net/message/58ssig/ld7ixy...
by New West Insurance | Jun 26, 2023 | Newsletter
Another sunset to prepare for is the Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017. Combine this with the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 (which essentially https://t.e2ma.net/message/50u0fg/ld7ixy 6/26/2023 New...
by New West Insurance | May 19, 2023 | New West Shorts
We’re all familiar with the old adage – buy term and invest the difference. But what happens when that term is up and your client still needs insurance? Perhaps they are now rated or uninsurable. With so ma https://t.e2ma.net/message/x6l7cg/ld7ixy...
by New West Insurance | Mar 27, 2023 | Newsletter
If spring skiing/snowboarding in the sun on fresh powder is what you’re after, we’ve got you covered! This spring also brings the new amendments to AG 49A that will go into effect May 1st, 2023. https://t.e2ma.net/message/tbzx8f/ld7ixy 3/27/2023...
