Insurance Carriers

April 14, 2021

National Life’s Survivor Life Indexed Universal Life

National Life is adding a new survivorship IUL to its product lineup! Offering death benefit protection to two policy holders, SurvivorLife IUL captures all the greatest […]
April 2, 2021

Los Angeles Business Journal honored Total Financial as one of the largest Insurance Brokerage Firms for 2021

The Los Angeles Business Journal honored Total Financial as one of the largest Insurance Brokerage Firms for 2021. As we celebrated Women’s History Month, Diana our […]
April 2, 2021

Announcing IRC Sec 7702 System Readiness and Policyowner Notice

Announcing IRC Sec 7702 System Readiness and Policyowner Notice   Announcing IRC Sec. 7702 System Readinessand Policyowner NoticeThe following communication announces our administrative and quoting systems […]
March 18, 2021

Update from John Hancock Underwriting

Update from John Hancock Underwriting
January 27, 2021

Important Information Regarding Cap Changes

Important Updates RegardingCap and Illustrated Rates If you follow the markets, you already know there’s been significant volatility, which is seemingly par for the course in […]
December 11, 2020

Symetra – FINAL REMINDER: YEAR-END PROCESSING DEADLINES

Dec. 10, 2020 Year-end is quickly approaching. Please note the remaining important year-end business processing deadlines: Final underwriting requirements were due at Symetra by Monday, December 7. […]
December 8, 2020

Enhanced customer portal helps policyowners manage their policies online

Symetra’s customer account portal has been redesigned from top to bottom to better serve our life insurance policyowners and their insurance professionals at home or on […]
November 16, 2020

Securian 2020 year-end guidelines

2020 year-end guidelines Thank you for your continued business this past year. As we approach the end of 2020, please keep in mind the following dates […]