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Legacy Marketing – Rate Updates

Legacy Rate Announcement
The latest rates are in for Legacy Exclusive Products. To be among the first to know, download the complete package of current Quick Reference sheets, showcasing rate information, product highlights, and state availability. Any changes are indicated in blue.
 Rates Dates and States
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AXA Equitable – Life Communications

What’s new?

– Improvements are being made with your needs in mind. A new change will simplify requirements gathering and tracking efforts within the pending business process for new life insurance applications. Read about it here.
– Did you know that 87% of adults age 65+ want to stay in their current home as they age? Do you want to become an expert to help make that happen? Listen to this webinar featuring Dr. Sandra Timmermann, Gerontologist. The topic is “Helping the Aging Client: Is the Home the Best Place to Grow Old?”
– New! Life with Insight Podcast AXA’s Randy Zipse, JD, AEP (Distinguished) interviews Steven Oshins, of Oshins & Associates, LLC, on the importance of life insurance in estate and asset protection planning. 

 

Bulletins

– Important Change Regarding Commission Statements
– Introducing a new review process for certain large premium cases prior to the case being submitted for formal underwriting.
– Important changes regarding Premium Financed MEC cases.
– IncentiveLife Optimizer III will be available for sale in New York beginning Monday, January 23rd.
– Product and Trust-level prospectus: Available for variable life products
– State premium tax charge rates for FPs in Arizona on AXA Equitable Universal Life and Variable Life products