Steve you’re amazing, I want you to know you’ve been a pivotal point in how I run my business. Education and transparency are the two most fundamental core values. Thank you for being a positive mentor in our industry that lacks a lot of the values I look for in you.
I’m an insurance advisor that works in the Medicare field. Do you provide any type of training for advisors that can teach us how to read illustrations, structure policies properly, and sell?
Hi Tyler, thanks for the comment! Yes, we offer a training program for licensed agents. I've included a link to the system below. - www.ilstrainingacademy.com/home
Hi Wei! Good question. Yes, existing policies will receive the current dividend rate. - Example: - Guardian policy started in 2020: - 2020 dividend rate: 5.65% - 2021 dividend rate: 5.65% (Dividend rate applied to policy in year 2) - 2022 dividend rate: 5.65% (Dividend rate applied to policy in year 3) - 2023 dividend rate: 5.75% (Dividend rate applied to policy in year 4)
Steve you’re amazing, I want you to know you’ve been a pivotal point in how I run my business. Education and transparency are the two most fundamental core values. Thank you for being a positive mentor in our industry that lacks a lot of the values I look for in you.
Thank you Bryan! Much appreciated :)
great stuff brother
What principal are these dividends based on? 6.0 percent of what…?
I’m an insurance advisor that works in the Medicare field. Do you provide any type of training for advisors that can teach us how to read illustrations, structure policies properly, and sell?
Hi Tyler, thanks for the comment! Yes, we offer a training program for licensed agents. I've included a link to the system below.
- www.ilstrainingacademy.com/home
Hi Steve, will the existing customers of the whole life get the higher dividend rate with the changes?
Hi Wei! Good question. Yes, existing policies will receive the current dividend rate.
- Example:
- Guardian policy started in 2020:
- 2020 dividend rate: 5.65%
- 2021 dividend rate: 5.65% (Dividend rate applied to policy in year 2)
- 2022 dividend rate: 5.65% (Dividend rate applied to policy in year 3)
- 2023 dividend rate: 5.75% (Dividend rate applied to policy in year 4)