Established 1965          

   LARRY GORDON AGENCY, INC                                     Chicago . Milwaukee . Rockford   

LIFE       DISABILITY       LONG TERM CARE       ANNUITIES       ADVANCED MARKETS       UNDERWRITING 
LIFE Lines
ADVANCED MARKETS
Special Tax Withholing

The IRS imposes a Generation Skipping Transfer Tax on certain estates that skip a generation in order to avoid estate tax. Please be sure to advise clients accordingly.

 

 

UNDERWRITING
"I Gotta Guy"


CANCER SURVIVORS
GET A BOOST
Cancer survivors who have been free of certain invasive cancers for ten years, and other specific types of cancers for five years, may be eligible for Preferred underwriting status. Some of the cancers that have been reevaluated include non-melanoma skin cancers, thyroid cancer, endometrial cancer and benign-but-aggressive tumors.

 

 

SEMINAR:
Asset Based Long Term Care

Join us for Conversation & Continental Breakfast!
Asset-Care® 
is life insurance with LTC benefits - issued and underwritten by State Life Insurance Company.

 

 

HEALTH CARE INDUSTRY OFFERS
SALES OPPORTUNITIES

 

The healthcare industry is growing quickly. Use these approach tools as a door opener to offer solutions that address the needs of both healthcare organizations as well as the physicians and other medical professionals who work in what is expected to be one of the biggest growth industries for years to come.



A NEW UL Product to Challenge the Status Quo

All of your clients want to protect the assets they have worked hard to accumulate. Times change, the markets fluctuate, and so do your clients' financial needs...but how and where can they find death benefit protection and access the cash value they need?
LBL Ultra Plus

SM UL Closing 

to Term Conversions

 

Lincoln Benefit Life's Ultra PlusSM UL will no longer be available for term conversions after June 28, 2015.  

Key Dates and Transition Rules

Please take note of the following transition rules and important dates:

  • All Ultra Plus UL term conversion applications in good order dated on or before
    June 28, 2015 and received on or before
    July 10, 2015 will be issued.
     
  • All Ultra Plus UL term conversion applications dated on or before June 28, 2015 and received after July 10, 2015 will be returned. A new application and required paperwork will need to be submitted for an alternate product. 
Following the closure of Ultra Plus UL, the remaining Lincoln Benefit Life products available for term conversions include:
  • Ultra Index®
  • Total Accumulator VULSM
  • Whole Life II