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Industry News & Carrier Updates

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Home Learning Center Industry News & Carrier Updates

Integrity: New Processing & Paperwork Updates

By Alice Jacobberger | Industry News & Carrier Updates | 0 comment | 20 August, 2015 | 0

Reps must now complete the Certification Form for Sales to Applicants Outside of Their Resident State (EF-054) if an applicant is buying a life or annuity contract outside the applicant’s primary residence state. See the instructions for how/when to complete it. (CLICK TITLE TO READ MORE)

Changes to IUL Illustration Regulations

By Alice Jacobberger | Industry News & Carrier Updates | 0 comment | 3 August, 2015 | 0

In an effort to standardize how Indexed Universal Life (IUL) policies are illustrated and compared, the National Association of Insurance Commissioners (NAIC), the U.S. standard-setting and regulatory support organization, has recently adopted Actuarial Guideline 49 (AG49). The first phase of requirements will be effective September 1, 2015. (CLICK TITLE TO READ MORE)

Testimonials

I first met Mark Jacobberger a few years ago when my day-to-day business turned up an obscure question regarding the legal components of a life insurance policy. I ran the question by a colleague who told me that I should call Mark, "because he would know the answer, or find it." Truer words never spoken. Not only did Mark research the answer, he impressed me with his sincerity and genuine interest in finding ways to make my practice more profitable. All this before I submitted my first piece of business through the PFN shop. PFN feels small and accessible. It's easy to get to know the crew and everyone puts the broker's needs on the top shelf.

Verl Holmes
CLU ChFC

I have been working with Producers Financial Network for many years. The customer service is second to none. With my business it is important to stay on top of new sales ideas. The folks at Producers are on top of their game. They call and email with new sales ideas. They also alert me to product changes. I can honestly say that with almost 30 years in this business they are truly one of my best assets. I would recommend their services to everyone.

Dave Marantette

Producers Financial Network has been a cornerstone in our firm's success. Their commitment to providing fresh, cutting-edge ideas helps us serve our clients and create a product base that is superior to what's typically offered on the market. They understand our goals and contact us on a regular basis to offer assistance and guidance. With a knowledgeable and professional staff, PFN is an organization that reflects integrity and outstanding service.

Dominick Paoloni
CEP, Agency Owner & Investment Advisor

Mark and the PFNCO Staff have been great to work with. Mark has helped tremendously with getting started with fee based accounts and Direct Investments. The sharing of ideas and providing alternative solutions to help me and the client have been extremely valuable. I can be assured when submitting a case that the follow-up will be provided by the staff. That quality service is what I am looking for in a marketing organization and PFNCO provides it with AAA rating.

Jon C Boyd
CLU ChFC LUTCF

I appreciate PFN's attention to my needs as a broker. Almost every time I talk with Mark Jacobberger, he gives me an idea that makes me money. PFN makes it easy to want to do business with them. I am looking forward to PFN's new website. I am sure that it will improve my ability to get the necessary work done in a quick and efficient manner.

Dale Anderson
CFP

Producers Financial Network, LLC is a full service insurance marketing organization providing Life, Annuity, LTC and Asset Based Long Term Care products based in Colorado Springs.
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