Entries by Bruce Alfredson, CLU, ChFC

Manulife, Alphabet Venture Launch Insurance Partnership for Diabetics

Manulife Financial Corp.’s John Hancock (Read More) unit will market life insurance to Americans with diabetes that includes a behavior-change program and virtual clinic, in an effort to boost sales by making life-insurance products more user-friendly. Those services, announced today, will be provided through Onduo, a joint venture under way since 2017 between Alphabet Inc.

Why life insurance is the new stretch IRA

Click here to view the article by Ed Slott dated February 6, 2020.

Introducing equitable.com

Click here to view the Equitable Carrier Spotlight dated February 18, 2020.

I’m 38 with $315,000 saved for retirement, but have $30,000 in debt. Should I lower my 401(k) contributions to get rid of that debt?

By Dear Catey, I currently (Read More) have about $315,000 in retirement savings and am 38 years old. I have about $30,000 in consumer debt (this is the only debt we carry, no car payment or mortgage) – about $24,000 of which is an unsecured loan that I’m paying about 10% interest on; the rest […]

Policy Review Playbook is here to assist

Click here to view the February 15, 2020 Carrier Spotlight featuring AIG

Important NAIC Best Interest Rule Update from North American

Hear from Kevin Mechtley, director of Government Affairs and senior regulatory counsel, on an important update on the much-discussed “best interest” rule from the National Association of Insurance Commissioners (NAIC). Watch the Video

Aspire with Vitality – Presented by John Hancock

Click Here to register for the John Hancock webinar scheduled for February 26, 2020 at 3:00 pm central

The Nationwide Competitive Landscape

View the webinar recording of the Nationwide Dated February 12, 2020

In The Loop Newsletter February 12, 2020

Click here to view the February 12, 2020 edition of In The Loop

New transfer for value/reportable policy sale rules

Click here to view the February 11, 2020 Carrier Spotlight featuring Principal