Data Release Notes for August 13, 2019

This includes updates and information about our Carrier rates and forms.

Rates

  • Royal Neighbor Rates Added
    Royal Neighbor final expense rates added to platform. July 10th
  • State Added to John Hancock Rates
    California added to updated Vitality Term rates. July 9th
  • Lincoln Rates Updated
    Lincoln LifeGuarantee UL rates update. July 12th
  • Lincoln Rates Updated
    Lincoln TermAccel and LifeElements updated. July 15th
  • Prudential Rates Updated
    Prudential Term Essential and Term Elite rates update. July 15th
  • States Added to Pacific Life Rates
    All states now available for Promise Term update. August 5th
  • Protective Rates Updated
    Protective Classic Choice Term rates updated. August 12th
  • State Added to Cincinnati Rates
    CA added to Cincinnati ROP Term update. August 12th
  • Nationwide Term Rates Added
    Nationwide term rates added to platform. August 13th

Forms

  • Mutual of Omaha Forms Updated
    Forms L8578_CA, L8578_CT, L8578_IC, L8578, ICC16L660A, T132LCT16A, T134LDC16A, T136LFL16A, T128LNA16A, and T130LCA16A updated. July 10th
  • Lincoln Form Updated
    Form LTC11786 updated. July 12th
  • Principal Forms Updated
    Forms DD1579-4 and MM9876RNQ-0 updated. July 15th
  • Lincoln Forms Removed
    Forms LFF10878B-26 and LFF10878A-26 removed. July 15th
  • Protective Packets Updated
    Guaranteed Income Indexed Annuity packets, EZ worksheet, B-8183-NY, and Indexed Annuity II packets updated. July 19th
  • Principal Forms Updated
    Forms MM1542A-34, MM2580-9, and MM2675-4 updated. July 22nd
  • Prudential Forms Added
    Part B forms added. July 22nd
  • Protective Form Updated
    Form U-664_for_CT updated. July 26th
  • Principal Forms Updated
    Forms DD9206-3 and DD2656-8 updated. July 29th
  • North American Forms Removed
    Forms L-2766, L-3208ACRT, L-3188ACRT, and L-3188ADC removed. August 5th
  • State Removed form Lincoln Forms
    Hawaii removed from Lincoln forms ICC15LFF11171 and ICC15LFF10987 for products VUL One (2014), VUL One (2019). August 13th