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Join us July 8 at 3:00 pm central for a webinar with American National on Living Benefit Riders.
One of the newest and most welcome addition to today's insurance contracts are accelerated benefit or living benefits riders. Join Ronnie Russell from American National and Bruce Alfredson as they discuss why consumers are anxious to learn more about living benefits for permanent or term life insurance policies.
Please note that 3 Mark Financial will be closed on Friday July 3, in observation of Independence Day.
We hope you and your families enjoy a memorable and safe Independence Day celebration.
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Secret Word
Watch for the secret word to appear in future editions of In The Loop
We want to thank all readers who submitted entries in the secret word contest and encourage you to continue reading our weekly newsletter, you may be the first to find the Secret Word in a future issue and win an Amazon Gift Card. Congratulations to Keith Huff last week's $100.00 Amazon Gift Card Winner.
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VOYA
Coming Soon: New Indexed Universal Life Illustration Guidelines from the NAIC
Over the past 18 months, the National Association of Insurance Commissioners (NAIC) has been discussing and debating the guidelines for illustrating indexed universal life products. As a result, future changes to the guidelines will be implemented in the coming months. Learn more about these changes and information on how Voya is positioned to continue providing your clients with exemplary products and services to help them grow, protect and enjoy their retirement savings. Read more
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Minnesota Life
Beyond The Basics
Strategies From Advanced Marketing
Executive Bonus
How executive bonuses work
1. A company pays a bonus to the employee.
2. The employee takes out a personal life insurance policy and pays the premium with the bonus
3. The employee controls the policy cash values and beneficiary
Download the materials below to learn more:
Executive Producer Guide
Executive Bonus Case Study
Executive Bonus Client Flyer
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AIG
Solutions to Top 3 Retirement Concerns
Generally speaking, there are three big risks people are trying to prepare for prior to retirement. They want to make sure their mortgage gets paid off. They want to ensure their children will have the opportunity to go to college. And if an income earner dies prior to retirement they want to make sure their surviving spouse and family has the income they need to continue to live the life they expected. But there are 3 additional risks retirees don’t often consider that modern life insurance can help address. Watch Video
Lincoln Financial
Higher Return Potential for Conservative Investors
As interest rates continue to remain historically low, retirees and risk adverts clients are looking for ways to earn more. If your clients want to earn more than traditional deposit account interest and have financial protection from losses, the Lincoln OptiBlend fixed indexed annuity may be one of the solutions. Learn More
Mutual of Omaha
Use the Guaranteed Refund Option Rider for an Alternative to ROP Term
If your clients like Term Life Insurance with a Return of Premium option, they may like Guaranteed Universal Life with a Guaranteed Refund Option rider even better. Learn More
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John Hancock
Introducing a Quick and Easy Solution to Managing Clients’ Policies
John Hancock is pleased to introduce LifeTrack - an industry-first policy management solution that help your clients stay on track to meet their insurance goals. Learn More
AXA
The Section 79 Alternative
Do you have business clients looking to provide benefits for themselves and selectively reward other key employees? With 2 major carriers suspending Section 79 sales due to IRS audit activity, now’s the time to consider this simple, flexible approach to provide life insurance to key persons and business owners. Learn More
Accordia
Wellness for Life
Accordia Life brings a long history of wellness expertise to their customers. Their Wellness for Life rider was an industry first. Your customers can save on their insurance costs and build greater cash value over time, simply by demonstrating they care about their health. Learn More
MetLife
See Life Differently in 3 Minutes
Watch this short video on MetLife’s newest product, Premier Accumulator Universal Life to learn how MetLife is challenging the status quo and you’ll see Life Insurance differently. Watch video.
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4 Ways to reach More, Sell More
Based on a recent Deloitte research, insurers should be doing these four things if they expect to consistently increase their annuities market penetration. Read More
AIG
New York REG 60 Processing Form Revisions Read More
Rates
W&S Financial Group Distributors
Protective
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Symetra
Studies have proven that people who live a healthy lifestyle and who are generally fit, live longer-even if they have minor health issues. The Symetra Good Life Rewards program is designed to reward those clients.
Good Life Rewards
Good Life Rewards FAQ
Accordia
Have you heard about Accordia Life Credits, a new approach to underwriting at Accordia?
Voya
As previously announced, all application packages have been updated with form #128274 Authorization for Release of Health-Related Information ("the HIPAA form"). After June 30, 2015 we will only accept form #128274. Please destroy or remove any existing HIPAA forms and use the form contained within the updated application packages available from the Forms Wizard on the Voya for Professionals website. Please see our recent HIPAA Form Tips information as well.
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Lincoln Financial
Coming Soon: External Term to Lincoln Perm Special Exchange Program
If your clients want more than what their term policies offer, now’s a great time to step up to Lincoln. For a limited time only and beginning July 1, they can exchange their qualifying external term policies from a wide variety of carriers to a Lincoln Universal life, indexed universal life or variable universal life insurance policy. Learn More
Improved processing and turnaround time with new Electronic Inspection Reports
Protective
Updated Guidelines for Foreign Travel and Nationals
Protective Life Insurance Company is pleased to announce two enhancements to their underwriting guidelines for foreign travel and foreign nationals that they believe will streamline the risk selection process and provide a more competitive approach for many cases. Learn More
Mutual of Omaha
FIT Your Clients into Lower Rates
Get the best rates for your clients with the FIT credit program, which can improve your clients rating by up to two tables. Learn More
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National Life
In the ongoing effort to strengthen the National Life Group (National Life) brand across distribution, we have some exciting news to share. Read More
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Lincoln Financial
External Term to Lincoln Perm Special Exchange Program
If your clients want more than what their term policies offer, now’s a great time to step up to Lincoln. For a limited time only and beginning July 1, they can exchange their qualifying external term policies from a wide variety of carriers to a Lincoln Universal life, indexed universal life or variable universal life insurance policy. Learn More
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American National
iPad Air 2 Contest - Qualify with as few as 9 life sales through iGO eapplictions from iPipeline. Click here to learn more. Contest runs 5/1/15 to 8/31/15.
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Athene
Leaders of Olympus - Three programs with rewards Click here to learn more, including the Aruba trip.
ExamOne
ExamOne wants to help you grow your business with an opportunity to receive free life insurance leads. Chick here to read the details.
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