Keep up with the latest CSO compliance news!

Nov 08, 2019

All U.S. life insurance carriers are required to transition their life insurance products to the 2017 Commissioners Standard Ordinary Mortality tables (CSO) and hold reserves calculated in compliance with the Principle-Based Reserving (PBR) regulation by January 1st, 2020. Many carriers are updating their current products and/or discontinuing products. We want our agents to be up-to-date with the latest compliance news. That’s why we’re offering a complimentary CSO/PBR Guide. This guide will be updated as carriers continue to announce CSO updates into the new year.*

Please give one of our Brokers Alliance Agent Relationship Managers a call and request a copy of the CSO/PBR Compliance Guide at480.296.0169.

guide book.png

*In some cases, products listed as sunsetting will not be replaced by a new, compliant product. In others, a replacement is in the works, but is likely not going to be available until some time later in 2020. This guide is not all-inclusive. Please reach out to your Brokers Alliance Agent Relationship Manager for details on carriers/products not listed in this guide. For informational purposes only.




Category: Life Insurance


Category List


Tag List

Brokers Alliance (8)
Annuity Update Show (11)
PPC (2)
Product Updates (1)
Marketing (14)
Compliance (1)
business planning (6)
Quoting Tools (1)
buy sell agreement (1)
Content Building (2)
Looking Forward, Giving Back (1)
Tax Benefits (2)
Life Insurance Brokers (6)
Fixed Indexed Annuities (2)
Financial Legacy (6)
hiring (6)
sales kit (2)
Millennials (6)
business (1)
Premium Finance (5)
Featured MAC App (2)
term (6)
final expense (1)
Long-Term Care Awareness Month (1)
Brokers (2)
guaranteed universal life (1)
Breast Cancer Awareness Month (5)
presentations (3)
Brokers Alliance Open (1)
Charity (2)
BlackRock (1)
Life Quotes (4)
Life Insurance Awareness Month (6)
FIA (1)
Annuities (36)
Annuity (3)
Interest Rates (1)
non-med (3)
PBR (1)
business owners (4)
living benefits (8)
Donation (1)
savings (1)
guarantee (1)
Deferred Fixed Annuities (1)
quoting (1)
indexed universal life (1)
LifeBrain (1)
Death Benefit (2)
Alternative Investments (2)
MAC App Feature (1)
private pension funding (1)
Waste Management Open (1)
Required Minimum Distribution (1)
Insurance (21)
Best Rates (1)
training (9)
MYGA (10)
term life (10)
life insurance awareness (1)
Retirement (13)
Media (2)
gul (4)
products (5)
Fixed Annuities (9)
Clients (2)
business solutions (4)
virtual sales (3)
march madness (1)
Market Exposure (1)
digital tools (1)
Annuity Concepts (13)
Pitch (1)
Health Care (2)
Income Planning Academy (1)
Inflation (1)
Life Insurance (96)
Executive Bonus Arrangement (1)
funeral (1)
2019 (1)
Life Insurance Check Up (7)
life happens (1)
E-App (1)
Cash Value (1)
PIA (2)
business owner solutions (1)
Brand Values (1)
Index Universal Life (1)
Financial Planning (20)
injury (1)
Long Term Care (5)
Charitable Giving (3)
Market (1)
resources (2)
agent resources (1)
Retirement ACE (1)
Income (1)
Roth (1)
Benefits (1)
Healthy Living (1)
review (2)
online resources (1)
consumer marketing (8)
tools (2)
Mobile App (1)
Baby Boomers (1)
selling (1)
Retirement Planning (24)
Immediate Fixed Annuities (1)
Sales Concepts (17)
Video On-Demand (2)
Webinar (4)
life 101 (2)
advanced markets (1)
Life Insurance Trends (21)
Illustrations (1)
illness (1)
end of year (1)
Breast Cancer Research (1)
permanent life insurance (4)
Legacy (1)
advanced planning (2)
Production (1)
Economy (1)
social security (2)
earning opportunities (1)
analysis (1)
CSO (1)
networking (1)
underwriting (1)
IRA (1)
Hybrid Products (1)
Protection (2)
Alternatives (5)
sales presentations (2)
key person (1)
Social Media (8)
Sales (25)
Financial (4)
Social Optimization (3)
MAC (4)
Retirement Strategy (4)
myAdvisorCloud (4)
Variable Annuities (1)
life insurance quotes (1)
Quotes (1)
Generation Y (1)
Indexed Annuity (3)
Universal Life Insurance (4)
Prospecting (6)
Leaderboard (1)
Life Insurance Update Show (9)
trends (1)
Retirement Investment (3)
industry trends (1)
Training Event (1)
Additional Earning (1)
Beneficiary (1)
Facebook (2)
Asset-Based LTC (1)
Advice (1)
rates (1)
estate planning (2)
RMD (1)
Life Insurance Evaluation (8)
Gift (1)
Investments (2)
premium deposit account (1)
Gender Gap (1)
Life Insurance Broker (15)
IUL (14)
Tips (4)
Star Wars (1)
Legacy Planning (1)
leads (6)
case studies (3)
DOL (2)
life concepts (1)

Tag Cloud

Life Insurance Check UpProtectionSales ConceptsAlternative InvestmentsDeferred Fixed Annuitiesbusinessfinal expenseAdviceBreast Cancer Awareness MonthLife Insurance Brokerlife 101MACestate planningComplianceresourcesbusiness planningSalesillnesskey personLife Insurance Awareness MonthLife Insurance BrokersPBRMarketBrokers AllianceFacebookpermanent life insuranceAsset-Based LTCAnnuity ConceptsguaranteeWebinarE-AppQuotesInflationMarketingproductsFeatured MAC AppMillennialstrendsFIAEconomysales kitterm lifeDonationAnnuitiesInsurancetrainingonline resourcesExecutive Bonus ArrangementIndex Universal LifeInterest RatesRetirement InvestmentBeneficiaryIllustrationsleadsconsumer marketingLong-Term Care Awareness Monthmarch madnessreviewpresentationstoolsHealthy LivingCash ValueIncomeProspectingClientsBrand ValuesIULBlackRockLife QuotesFinancial PlanningTipsGiftPitchRetirement PlanningIndexed AnnuityLegacy PlanningRetirement StrategyanalysisProductionFinancialContent BuildingBrokers Alliance OpenVideo On-Demandvirtual salesWaste Management OpenBenefitsPremium FinanceAlternativesnetworkingBest RatesGeneration Ysocial securitylife insurance quotesFixed AnnuitiesLong Term Careindustry trendsbusiness ownersLife Insurance TrendsCharityLifeBrainMobile Applife happensunderwritingPIA2019life insurance awarenesslife conceptsIncome Planning AcademyProduct Updatesagent resourcesDOLguaranteed universal lifefuneralPPCtermadvanced marketsDeath BenefitVariable AnnuitiesLeaderboardCSORMDmyAdvisorCloudsellingnon-medMAC App Featureindexed universal lifepremium deposit accountbuy sell agreementHybrid ProductshiringCharitable GivingLife Insurance EvaluationAnnuity Update ShowRetirementearning opportunitiesInvestmentsbusiness solutionsImmediate Fixed AnnuitiesLooking Forward, Giving BackinjuryTraining Eventdigital toolsBreast Cancer ResearchSocial OptimizationLife Insurance Update ShowStar WarsLegacyRothGender Gapadvanced planningTax Benefitssavingsprivate pension fundingMYGAUniversal Life InsuranceRequired Minimum DistributionFinancial Legacyend of yearcase studiesLife InsuranceSocial MediaAnnuityBrokerssales presentationsbusiness owner solutionsratesgulquotingIRAHealth CareBaby BoomersQuoting ToolsRetirement ACEliving benefitsFixed Indexed AnnuitiesMediaAdditional EarningMarket Exposure


Archive