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February 22, 2021
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Help Clients Avoid a Surprise Tax Bill in Retirement
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Take the Tax Challenge with clients and help them put the power of life insurance to work. Look at clients’ retirement portfolios and make sure they are diversified from a tax perspective. The popular Tax Challenge flyer has been turned into an online experience and is client-approved. Go see for yourself, and then share it with clients.
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Dr. Quincy Krosby: Navigating the Recovery
Register for this timely webinar on Thursday, February 25, at 2:00 pm ET. Dr. Krosby will discuss the economy, interest rates, COVID-19, inflation, and the Federal Reserve. Don’t miss it!
Register today
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Repricing Coming to Term Essential® and Term Elite®
In response to the continued low interest rate environment, effective February 22, 2021, our rates for Term Essential and Term Elite will increase for all term durations.
Learn more
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New Fund Name Effective February 22
Effective February 22, the AST J.P. Morgan Strategic Opportunities Portfolio will change to AST J.P. Morgan Tactical Preservation Portfolio. This is applicable to PruLife® Custom Premier II, VUL Protector®, and PruLife® SVUL Protector. Updated marketing and other materials are being made available. Please contact your Life Wholesaler with any questions.
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SUL Protector Price Change – Effective February 22
In response to the persistent low interest rate environment, effective February 22, 2021, our rates for SUL Protector will be increasing.
Learn more
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COVID-19 Underwriting Guidelines—All in One Place!
If you are looking for Prudential’s underwriting guidelines related to COVID-19—look no further. These are not new guidelines, but the information is condensed all in one place to make it easier to find.
Learn more
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Informal Inquiry Process Update – Effective March 1, 2021
In order to continue to provide strong service on large informal cases as well as your formal applications, effective March 1, 2021, we are updating our informal submission guidelines.
Learn more
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Coming Soon: eInterview for FastApp!
Work is underway to expand the eInterview experience to the FastApp submission process. Please reach out to your case manager to be notified of upcoming opportunities to preview the process and learn which case scenarios will be eligible for eInterview. We’ll share additional details regarding the rollout in an upcoming communication.
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Newly Available Marketing Material
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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. |
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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC.
© 2021 Prudential Financial, Inc. and its related entities.
1011225-00005-00 Ed. 05/2020 Exp. 04/01/2022
UNSUBSCRIBE CONTACT US
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