We make the improbable, probable.

Carrier Update Tag

04 May May Product Update

Posted at 20:40h in Product Update by Sage Miller 0 Comments

0 Likes

Sophisticated insurance design is a practice of constant refinement. As the market landscape shifts, the most effective advisors distinguish themselves by their ability to translate carrier technicalities into strategic advantages. This month, we observe a significant recalibration across the industry. In 2026, waiting for a...

25 Mar April Product Update

Posted at 23:53h in Product Update by Sage Miller 0 Comments

0 Likes

This month’s carrier landscape is marked by a clear shift toward precision: from MassMutual’s fund substitutions to Prudential’s cap adjustments and Nationwide’s significant product transitions. These updates are reflections of a broader industry evolution where speed to issue, jurisdictional flexibility, and technical overfunding strategies are...