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May 18th Self-Directed Power Lunch Recap

Welcome to the relaunch of our popular Self-Directed Power Lunch (SDPL) meetings. At our SDPL meeting on Thursday, May 18 co-host Peter Holmes CLU, ChFC, RHU, REBC, CASL (Life Insurance Consultant at The Guardian Life Insurance Company of America) did a superb job addressing questions posed and shared a couple…

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Bill to create LTC insurance program is expected in Hawaii

A bill expected to be introduced in Hawaii would create a long-term-care insurance program under which all permanent residents would qualify to receive about $70 a day in benefits for one year. The program would be funded by increasing the general excise tax. Forbes (1/15

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Study: Tech is key for advisers

Study: Tech is key for advisers More than half of U.S. financial advisers lack confidence in their firm’s technology and do not think it creates a strong client experience, according to research from SEI. Firms are not keeping pace with technology innovation because their top priority is managing daily business,…

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MetLife introduces the Promise Whole Life (PWL) Select Portfolio

On April 29th, MetLife will introduce the Promise Whole Life (PWL) Select Portfolio in all states. The Select Series will feature three products with guaranteed limited payment durations. PWL Select 10 (ten pay) PWL Select 20 (twenty pay) PWL Select 65 (paid-up at age 65) The products are designed to…

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