Important News and Developments
Ben Wolzenski, a Fellow in the Society of Actuaries, summarized the differences between the FutureSystem™ Life Model and Variable Universal Life. Ben is a consulting actuary who represents RGA Financial Group as our marketing partner. Review the article, entitled “Beyond the Numbers, the FutureSystem™ Life Model versus Variable Universal Life.” CLICK HERE TO READ ARTICLE -- Febuary 20, 2008
Approximately 30 broker dealers have approved a FutureSystem™ Life Product version for sale by their registered representatives and over 400 have selling agreements. For more information and details contact Rob Thompson of Symetra Financial at 800-706-0700 x68025 or rob.thompson@symetra.com or CLICK HERE to visit their website. -- January 25, 2008
Symetra Complete (an approved FutureSystem Life Model. Patent Pending.) line of FutureSystem™ Life Model products has been approved for use in 45 states. CLICK HERE for details. -- January 24, 2008
Hoon Kang, CPA/PFS, CFP, CLU, ChFC, and principal and founder of Elliott Bay Advisors, has become a FutureSystem™ Marketing Advisor coach and wholesaler for the Symetra Complete line of FutureSystem™ Life Model products. Hoon entered the wealth management profession after a decade as a tax practitioner, and emerged as a thought leader in the financial advisory community for his knowledge in advanced wealth management concepts, teaching and coaching other financial advisors. He is a nationally published author and speaks on occasion on wealth management topics to both professionals and lay people. Hoon also teaches personal financial planning at a local university near Seattle. Hoon’s contact info is 8420 NE 152nd St, Kenmore, WA 98028; (206) 274-5936; hoon.kang@elliottbayadvisors.com -- January 23, 2008
Wealth Pro Solutions, using their unique status as a FutureSystem Coach, recognizing the opportunities provided by the FuturSystem™ Life Model and Planning Process, have built a professional team to assist fee-based, fee only advisors and sponsoring organizations. Wealth Pro Solutions specialize in the high end financial planner and posses considerable expertise and practical knowledge in the FutureSystem Life Model, the Planning Strategies, and Software. Key contacts are Tommy Bernard, Patrick Beale and Bill Campbell. They can be reached at 888-761- 4012 or www.wealthprosolutions.com. --January 10, 2008
The prospectuses for Symetra Financial's FutureSystem™ Life Model product line show many new subaccounts including an ETF family and Vanguard index funds. Also 12 b1 fees have been removed from other funds. CLICK HERE for details. -- December 3, 2007
Comparison Excel Worksheet Developed for Advisor Use illustrating an example of the ultimate difference between a FutureSystem™ Life Model product and an annuity product model. -- September 2007
"New Life for Life Insurance" - Financial Planning September 2007 issue CLICK HERE FOR ARTICLE
Entirely "New Life Insurance Challenges Convention" Unique Wealth Management Solution-- Feb. 22, 2007 CLICK HERE FOR ARTICLE
Bob Veres Inside Information, January 2006 "Here's a product--and the thinking behind it--that could change an industry. More importantly, it might help you provide better planning service." CLICK HERE FOR ARTICLE
McCamish Systems, RGA and Future System Advisors Form Marketing Alliance -- November 17, 2005 CLICK HERE FOR ARTICLE
Companies to Market New Kind of Life Product -- November 17, 2005 CLICK HERE FOR ARTICLE