Data Release Notes for July 2, 2020

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


  • American General Rates Updated
    American General SLGUL III rates updated. May 29th
  • American National Waivers Removed
    American National waiver of premiums removed in California for all products. June 1st
  • North American/Midland National Rates Updated
    GUL rates updated for North American and Midland National. June 3rd
  • Principal Life Rates Updated
    Principal UL Protector V rates updated. June 6th
  • Banner/William Penn Rates Updated
    OP Term rates updated for Banner and William Penn. June 10th
  • Assurity Issue Ages Limited
    Assurity rates limited to below age 70. June 17th
  • Zurich Rates Added
    Zurich rates added to the IXN platform. June 24th
  • American National Rates Updated
    American National SGUL rates updated. July 1st


  • American General Form Updated
    Form AGLC0335-46 Rev0120 updated. June 1st
  • Lincoln Forms Added
    Forms LF12074 and LF12075_6-20 added. June 13th
  • AXA Forms Updated
    LTCSR Checklist, Section C Long Term Care Questionnaires, Senior counseling Contact Sheets, Personal Worksheets, Outline of Coverage and New- Rebranding Buckslip forms updated. June 16th
  • North American Form Added
    Form O-1996RI added. June 17th
  • John Hancock Forms Updated
    Forms NB5124FL, NB3497FL, NB5025FL, NB5211FL, NB5226FLKIT, PS5112FL, and NB5019US updated. June 29th
  • Transamerica Form Updated
    Form 4506-T updated. June 29th
  • Lincoln Form Removed
    Form UW-TAX-LTR001_Z02 removed. June 29th