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May 19, 2020
Life Essentials

Demystify Estate Planning with Our New eKit

Share this new eKit with your financial professionals so they can drive impactful conversations with clients and help them create an estate planning strategy.

Get the eKit

Marketing & Sales Concepts

Join us for a Prudential webinar: Demystifying Estate Planning to Grow Your Practice

Register now to learn how you can help clients build an estate plan that’s right for them.

Register →


IUL Index Account Updates – June 2020

Due to the low interest rate environment and impacts of market volatility, IUL index parameters will be adjusted. The new caps and spreads for impacted accounts will be effective for segments starting June 15.

Learn more →

Newly Available Marketing Materials

Six Steps to Success with Life Insurance and the BenefitAccess Rider

Use this step-by-step plan to discover new life insurance opportunities and grow your business.

Download this flyer today →

Regulatory & Compliance Policies & Procedures

New Jersey Customer Rights Under Life/Annuity Contracts Related to COVID-19

A recent Executive Order issued by Governor Murphy, together with recent amendments to the insurance and banking regulations issued by the State of New Jersey Department of Banking & Insurance, extends grace periods and gives New Jersey (NJ) customers other rights under their life insurance policy and/or annuity contract if they can demonstrate financial hardship as a result of the COVID-19 pandemic. As part of the Executive Order, Prudential is required to notify all NJ customers of these rights. Letters will be sent starting this week to meet this requirement.

Click here to view the letter →

Tools & Resources

2020 Life Resource “eBook” Guide

Doing Business with Prudential – Life Business Resource Guide Spring 2020. Find what you need to help you do business quickly and easily in this changing environment.

View the eBook →

Underwriting & Service

Revised Survivorship Instructions Effective Monday, June 15, 2020

The Instructions for Completion of Application for Life Insurance Survivorship Life (ORD 96200SURV INST 2020) will be updated to include clarification of capturing the CVAT or GPT selection on the Survivorship Application.

Updated Funds Listing Effective Monday, June 15, 2020

The Suitability and Funds Listing (ORD 86218 0620) will be updated to remove the fund Fidelity VIP Index 500 (FVIP) from the Survivorship Variable Universal Life Protector (SVULP) product.

Life insurance is issued by The Prudential Insurance Company of America, Pruco Life Insurance Company (except in NY), and Pruco Life Insurance Company of New Jersey (in NY). Variable universal life policies are offered by Pruco Securities, LLC. All are Prudential Financial companies located at 213 Washington Street, Newark, NJ.

This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any clients or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing clients’ retirement savings. Clients seeking information regarding their particular investment needs should contact a financial professional.

© 2020 Prudential Financial, Inc. and its related entities.
1011225-00005-00  Ed. 05/2020  Exp. 04/01/2022