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Simplified Term Programs


Several companies are now offering simplified underwritten or simplified applications for their term portfolios. We have created a quick, one-page snapshot summary of the companies in this marketplace for your convenience. Give us a call to learn more and how these programs can help on your next case.


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This material does not constitute tax or legal advice, and neither Rushing Financial Group nor any of its agents, employees or registered representatives are in the business of offering such advice. It was written to support the marketing of the transactions or topics it addresses.  Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

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Securities offered through The Leaders Group, Inc. Member FINRA and SIPC, 26 W. Dry Creek Circle, Ste. 800, Littleton, CO 80130

(303) 797-9080.  Rushing Financial Group is not affiliated with The Leaders Group, Inc.

Form CRS: https://leadersgroup.net/wp-content/uploads/2023/08/1-CRS-BD-Rev-8-23.pdf

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Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

©2024 BY RUSHING FINANCIAL GROUP.

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