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eBulletin: August 8, 2017
Submitted by Krishan on August 8, 2017 - 7:57am
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  1. New go-to tool for estate transfers, cash withdrawals and policy loans
  1.  
    • Three tools in one – estate transfer, withdrawals and policy loans
    • Estate transfer+ replaces the former Estate transfer and cash withdrawals tool
    • New tool helps you speak to clients about the benefits of permanent life insurance

  

 

  1. Genetic Testing: New Authorization form
    • Changes for dealing with genetic testing disclosure
New ‘Optional consent to use results from genetic testing’ authorization form

 
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