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Webinar August 5, 2015 on Critical Illness Insurance
Paige Price, Regional Sales Coordinator at Assurity, will be discussing the benefits of adding Critical Illness to your book of business! It’s a way to increase your sales and commissions, by utilizing your current book of business, and offering comprehensive protection to your clients.
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Kerry Johnson, MBA, PhD
Best Selling Author-Speaker-Business Coach
Do you ever have trouble getting your phone calls returned? Do you ever feel like prospects or clients ignore your calls? Would you like to stop that forever?
In "The 3 Call Script: How to get your calls returned" you will learn how to:
1- Leave messages that get calls returned.
2- Avoid letting others spin your wheels, and waste your time.
3- Get answers from those who put you off.
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Secret Word
Watch for the secret word to appear in future editions of In The Loop
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Accordia Life
Please read the attached message from Accordia Life President Mike Miller about the transfer of existing business from Athene to Accordia Life. Read More
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Legal & General
LGA's digital tools can save you time and money. View the list of digital tools and processes available for LGA with this one minute video.
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North American
In accordance with Actuarial Guideline 49 (AG49), North American will be making changes to their IUL maximum illustrated rates. Read the details about this and get important dates by clicking here
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Nationwide
Nationwide YourLife CareMatters now has more cash benefit
Learn more.
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North American
Infographic from the Indexed Annuity Leadership Council (IALC)
The IALC created an infographic to highlight millennials’ thoughts related to retirement savings. View it and please share it with your colleagues and clients. Please visit the IALC website at www.indexedannuityinsights.org for more information including videos and calculators to help educate consumers on Fixed Index Annuity products. View infographic.
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Protective
Move the Needle on Life Insurance Sales with Consumer Value
70 million U.S. households don’t own life insurance or say they don’t have enough. What are your agents doing to meet these needs? They should focus on value, not just low cost. Why? Life happens and needs change. That’s why consumers at every income level need flexible life insurance solutions that can change as their needs evolve.
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John Hancock
Case Study Series: Corporate Solutions
With extensive experience in the Business Insurance marketplace, John Hancock specializes in offering a full suite of corporate solutions. From simple to complex, they will work on customized solutions for you and your business clients. Click below to view the second in a series of Case Studies that highlight a real life scenario and a unique, customized solution that can be offered to your business client. Learn More
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SBLI
Great New Underwriting Enhancements
SBLI is introducing several great new underwriting enhancements, including improvements in family history cancer criteria, auto-bind and jumbo limits and a new wellness rewards program called "SBLI Health Credits". Learn More
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Allianz
Help Build Your Business with this Kit
Fixed index universal life insurance is one of the fastest-growing segments in today’s life insurance marketplace. This newly updated Success with FIUL kit can help you prospect for new clients and help educate existing clients about the benefits and advantages of FIUL. Learn More
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Lincoln Financial
Improved Lincoln LifeElements® Level Term rates arrive on August 10. Learn more
UL Illustration Changes
You have probably heard about upcoming changes to the way Indexed UL products are illustrated. This Frequently Asked Questions document will address the questions you may have around what the changes are, how they generally affect the illustrations you create, and how they specifically affect Lincoln Indexed UL illustrations and business submission. Learn More
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Prudential
Resources for Retirement
Your clients need a retirement planning strategy where their dollars can work harder. A retirement planning strategy with life insurance can give them what they need, and more.
This eKit can help you develop an effective, systematic approach to meeting with clients and prospects to guide them into a more effective retirement planning strategy using life insurance. It will help you position yourself to be your clients’ go-to resource for retirement preparation. Learn More
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AIG
Cost-Effective Approach to Chronic Illness Protection
For clients looking for a cost effective life insurance policy with a chronic illness benefit, the Value+ IUL can offer lower premiums than GUL for the same chronic illness protection. Learn More
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AXA
BrightLife Grow SIUL Launch
With BrightLife Grow Survivorship, your clients and their spouses can build more for tomorrow, keep more of the money you earn and live more for today. Because BrightLife Grow Survivorship provides a life insurance benefit for the next generation, your clients will know that their children will be taken care of when they are no longer around.
Client Fact Card
Accumulation Case Study
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ASSET TRANSFER TIPS For all annuity carriers
Transferring assets, or exchanging money via section 1035 of the tax code, may have tax consequences. Any questions regarding taxation should be referred to a qualified tax professional.
1. Call the Financial Institution/Insurance Company to see what they require to transfer the money e. g. some financial institutions, like Fidelity, require a call from the client to release money, others like Northwestern Mutual require their own surrender form to accompany the 1035/transfer form from the company receiving the money.
2. Attach a copy of a current policy/ account statement for the funds being transferred to the 1035/transfer document.
3. Complete the 1035/transfer form carefully and completely. Be sure all necessary signatures are obtained.
4. Send original transfer forms with the application to 3 Mark for processing.
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3 Mark Financial's Annuity Hot List
Click here for the latest version
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Lincoln Financial
Lincoln has redesigned their life application to ease doing business with them. The new application can be used beginning August 10. Click here to learn more.
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AXA
To simplify, organize and streamline your next AXA life application submission please consider using the new fillable PDF checklist.
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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
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Zurich
Effective immediately, Zurich will require a completed and signed IRS easy form 4506T-EZ. Learn More
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Allianz
Illustrating Sales Concepts Helps Tell More Compelling Story
Allianz has added various illustration sales concepts tot he life insurance illustration software for the Allianz Life Pro+ Survivor FIUL, including executive bonus plans, buy-sell agreements, and more. Learn More
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AXA
Introduces BrightLife Grow Survivorship Learn More
IUL Illustration Rate Updates Pursuant Actuarial Guideline 49 (AG 49) Learn More
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Mutual of Omaha
New 10-Year Term Now Available for Term Life Express
A new 10-year term has been added to the Term Life Express portfolio, offering your clients another option for their term life insurance needs. Learn More
Legal & General America
Cost of insurance increase will apply to select inforce universal life plans. Read 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.
Transamerica
Click here to learn more about the Transamerica Insurables-LearnEarn Campaign
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Athene
Leaders of Olympus - Three programs with rewards Click here to learn more, including the Aruba trip.
Forethought
Forth Quarter Sales Incentive Read More
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