Employers fall into 3 categories (as per Mutual of Omaha’s attached Business Owners Guide): • Those, such as C-Corporations, which pay income tax directly to the Federal government. Professional Cor

As reported by the Seattle Times, the State of Washington’s mandatory (0.58%) tax to cover a small amount of LTC withstood a challenge that would have made it voluntary, which would have undermined it

Webinar Recording

IRC Section 101(j) has a direct impact on the taxation of proceeds from employer-owned life insurance policies, often referred to as "Keyman" or "Key Person" insurance. This provision primarily applie

Competition in the Linked-Benefit marketplace is intense. State Life (OneAmerica) is still the go-to insurer for an endless benefit period, for favorable underwriting, and for using an annuity to pay

The meeting starts 2 minutes, 25 seconds into the webinar. Click below: Simplify Long-Term Care Insurance with Quote and Apply The first 17 minutes, Paul Kaplan gives a primer education on Long-Te

In this webinar, you'll learn about how to implement lifetime income solutions with advisory or fee-based clients: Why lifetime income matters for clients approaching retirement or living in retireme

To-Do's exist throughout BOSS so you can create follow ups on appointments, cases, eApps, quotes, and more. For example, when viewing an eApp, you can create a To-Do To-Do creation Create To-Do To-Do

A life insurance Brokerage General Agent (BGA) is an independent agency or individual working for an insurance company, whose main function is to sell life insurance products to independent life insur

Accumulation Annuities Income Annuities

To respect all parties who contribute value by bringing agents onboard to BackNine and servicing them, the following policies are currently in place. Transferring uplines The following is needed to s

1. KaiZen & Premium Financing: 2. Annuity Arbitrage: 3. College Tuition Reimbursement: 4. Section 162 Bonus Plans 5. Life Insurance Loan Rescue 6. Pension Rescue 7. Guaranteed Issue for Corps 8

For SaaS users, the following carriers require the agent's GA code in order to pass validation. Please email your GA code to support@back9ins.com. Banner Life Pacific Life Savings Bank Life Insuranc

@youtube Imagine getting a fact sheet on a fixed-income fund with the following profile: -0% expense ratio -The fund had never had a down year -The fund had trailing returns of 7.5% over the last 3 y

Webinar Video

Allianz's automatic underwriting risk-class upgrades ends on September 30, 2024. If you believe the insured is a Table A, Table B, or Standard NS; Transition rules for the Underwriting Risk-Class

You can manage an advisor's email notification settings by viewing an advisor's Settings > Email. Email settings You can enabled/disable the advisor's emails based on the type of resource. For examp

Quote & Apply has added the following products: Life Insurance Company of the Southwest's Total Secure Whole Life Nationwide's VUL Protector II Protective's Strategic Objectives II New VUL's LSW Tot

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From Paul Pichie, Director of Advanced Markets for BackNine Insurance As a seasoned professional in the insurance industry, I have witnessed numerous changes and developments that impact our field. O

About identity and access management with SAML single sign-on SAML single sign-on (SSO) gives organization owners and enterprise owners using BOSS a way to control and secure access to organization r

Please email your Microsoft Tenant ID to eng@back9ins.com or your marketing manager if you'd like to setup a shared channel between your organization and BackNine.

QUOTE & APPLY TERM CARRIERS Assurity Banner Corebridge John Hancock John Hancock NY Life Insurance Company of the Southwest Lincoln National Life Nationwide Pacific Life – Lynchburg

OneAmerica OneAmerica - LTC Training Webinar Series PRUDENTIAL Monthly Webinar Registration Trimester Education Series NIW Weekly KaiZen Webinar SAGICOR Prospecting Tools SYMETRA Webinar Re

Introduction For advisors that embed Quote & Apply on their website, you can now specify the location of where Quote & Apply is embedded so that Launching Quote & Apply from within BOSS opens your emb

Keep track of an eApp with To-Dos Streamlining Your Tasks like Never Before With many simultaneous eApps pending, keeping tabs on an eApp is paramount to its success. That's why we're thrilled to unv

The best agents are the best "fact finders." Fact-Finding requires you to ask great questions. The top producers ask the best questions. Great questions turn into more opportunity to serve clients and

BOSS's Reports page has been refreshed with an improved look, faster load times, and a new Case Duration report showing your historical average case duration. Reports includes: Annualized Premium App

Follow these tips for more efficient workflows when dealing with phone calls and BOSS. Setup Screen Pop for incoming phone calls. Most VOIP providers such as Microsoft Teams, RingCentral, Fonality,