Our carrier Securian just came out with a new IUL product… check it out!

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Securian’s newest IUL product, Orion, is first to offer an UNCAPPED indexed account with:

  • S&P 500® Low Volatility Index tracking
  • 100% participation
  • No spread

See the attachment for more information or give us a call 585-203-1206!

IUL Securian

Check out this video from our carrier North American!

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We understand the woes of adding life insurance to your platform. Check out this video from our carrier North American on how we’re staying ahead of the game to make your application processing quick and efficient!

 

Call us with questions or to get a quote!

585-203-1206

 

Video

Do you know all there is about Indexed Universal Life Insurance? Check out this video from our carrier Securian!

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24.07.17

Do you know all there is about Indexed Universal Life Insurance? Check out this video from our carrier Securian! Call us with questions or to get a quote!

585-203-1206

 

Video

A quick word from our carrier partner regarding their product change.

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A quick word from our carrier partner regarding their product change.

Give us a call at 585-203-1206

Symetra Survivorship UL-G Product Update

July 6, 2017

As you are aware, earlier this year we implemented a series of actions on our Survivorship SUL-G product. At that time, we communicated that we would continue to review our guidelines and monitor economic conditions.

As a result of market dynamics that disproportionately impact our survivorship product, today we are announcing that we are temporarily suspending the sale of our Survivorship SUL-G product.

Please see important deadline dates and transition rules below.

Important dates

By July 27, 2017, all formal Symetra SUL-G 2.0 applications must be received in good order (fully completed, signed and dated application by both the insured and owner). 

  • For all trust-owned cases, we will require that the trust is in place, established and signed by the trustee.

Any applications received after July 27, 2017, will not be accepted (regardless of signed date).

Symetra Life Illustrator and Winflex illustration systems will be updated, and Symetra SUL-G 2.0 will no longer be available to illustrate. Symetra’s Life Sales Desk will provide illustration support for applications that have been submitted prior to July 27, 2017.

September 15, 2017, is the final date Symetra SUL-G 2.0 policies must be issued and paid. For 1035 exchange cases, the deadline will be extended if the only outstanding requirement is the receipt of 1035 funds.

We understand this change may cause disruption, and we appreciate your patience. We remain committed to providing you and your clients with products that are sustainable in the long-term.

If you have any questions, please contact your Regional Vice President or the Symetra Life Sales Desk at 1-877-737-3611. We appreciate the business you have placed with us in the past and look forward to continuing to meet your life insurance needs in the future.

http://www2.symetra.com/webmail/226602/50704577/0e8f95526ea2b384878360096368c57e2ac98d80f626e9616dc5f68504f45005

OneAmerica and JMB Present Harley Gordon!

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Please join us on Tuesday June 6th at the Hilton Boston/Dedham as OneAmerica and Jurs Montgomery present a morning with Harley Gordon. You can see Harley’s bio HERE. Breakfast at 7:30am with the meeting to start promptly at 8:00am. Stay tuned for more details to come!

New Pittsford Office Location

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Please note that effective April 17th the Pittsford office has moved to:

 

Jurs Montgomery Brokerage

1159 Pittsford-Victor Road, Suite 125

Pittsford, NY 14534

 

Our fax and phone numbers have remained the same. Thanks!

 

SwiftApp with JM Brokerage!

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We are very excited to introduce SwiftApp to JM Brokerage producers!

SwiftApp allows life insurance producers the ability to run quotes with the industry’s leading term and GUL carriers, and submit orders straight from a smartphone, tablet, or computer.

  • Producer simply submits the client’s basic contact information to place the order (less than 10 brief inputs), and then the their job is done
  • Client will then get a call that same day, or at most within 24 hours, to take the application over the phone and set up an exam
  • Once everything is completed, the JMB will receive a 100% In Good Order formal application ready to submit to the carrier

 

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