New Survivorship Guaranteed Purchase Option
Announcing the new Survivorship Guaranteed Purchase Option (SGPO), now automatically included on qualifying survivorship policies issued between June 3 – December 31, 2024. This innovative option allows clients to purchase a new survivorship life insurance policy between January 1 – June 30, 2026, without additional proof of insurability in preparation for anticipated tax law changes.
Resources
- Survivorship Guaranteed Purchase Option flyer (advisor)
- Survivorship Guaranteed Purchase Option flyer (client approved)
- 6 before ‘26 (blog)
- Consider acting now before estate exemptions go down (blog)
- Commitment to survivorship (blog)