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Webinar today at 3:00 pm Central 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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Webinar With North American August 13 at 3:00 pm Central
Jessica Lovell-Opdahl, Sales Development Specialist at North American, will be discussing the company history, product portfolio including living benefits as well as sales concepts and tools available to you.
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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
The NAIC has established new guidelines for indexed universal life insurance (IUL) carriers called NAIC Actuarial Guideline XLIX for Indexed Universal Life Illustrations (AG 49) Learn More
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Prudential
An Access Trust is a type of irrevocable life insurance trust (ILIT) that enables the spouse of the trust grantor to receive distributions from the trust during his or her lifetime and as long as the trust is drafted and administered correctly, it will also have the tax benefits of a traditional lLIT. Read more.
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AccordiaLife
Downside Protection and a Dynamic Design
Part of the appeal of Accordia Life’s Lifetime Foundation indexed universal life (IUL) product is the combination of upside potential with the downside protection of the 0% floor, our patented 2% true-up guarantee and a dynamic design. Learn More
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John Hancock
Top 5 Trends in the Corporate Markets
John Hancock is a specialist in the Corporate Insurance marketplace, with extensive experience to offer a full suite of corporate solutions. They recently published highlights of the current trends throughout the corporate market based on their experience. Learn more.
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Minnesota Life
Accumulator UL guaranteed minimum crediting rate change
The lifetime and fixed account minimum guaranteed crediting interest rates will be lowered to 2% (currently 3%) on newly issued Minnesota Life Accumulator UL policies. Existing policies will not be impacted. Learn more.
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Lincoln Financial
The Lincoln Leader
In this week’s version of the Lincoln Leader, gt updates on new MoneyGuard opportunities, new LifeElements Level Term rates and more! View Lincoln Leader.
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Prudential
Underwriting for Diabetes
In 14 minutes or less via on-demand webinars, Prudential shares what you need to know about their underwriting guidelines, case studies, and niches. Each installment focuses on one of the eight topics you told them you want to know more about. Up this week: Underwriting for Diabetes. Learn more.
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Mutual of Omaha
Make Sure to Download "Quotes for Sales Professionals"
This exciting new mobile app allows you to run quotes on the go -- even without an Internet connection. Learn more
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SBLI
Win with SBLI’s Monthly Rates
Do you and your agents quote monthly rates for term business? If so, you may have noticed that SBLI¹s new low rates look even stronger against the competition, given their modal factors! If not, see how much money clients could save versus other competitors monthly rates. Learn more.
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MetLife
QuickPredict: Make it an App with Just a Tap
This first-of-its-kind mobile field underwriting tool can help producers determine early in the fact-finding process whether a client may qualify for an Elite or Preferred rating class, based on 11 key risk factors. After using MetLife QuickPredict and running an illustration based on the indicated possible rating class, producers can provide clients a more accurate individual life insurance policy premium estimate. Learn more.
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AXA
A Better Way to Build More for Tomorrow
Survivorship indexed universal life insurance can be a smart addition to many financial plans for couples who want more ways to protect their legacy, reduce their taxes, and potentially grow their money over time with downside protection. BrightLife Grow Survivorship has been specifically designed for couples who want life insurance for their family and retirement income for themselves. Learn more.
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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, the secret word is AG 49 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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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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Legal & General America
Check out this video on YouTube on eEverything from LGA
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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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Legal & General America
Cost of insurance increase will apply to select inforce universal life plans. Read More
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Zurich
Zurich American Life Insurance Company has enhanced the conversion rights within the Zurich Term product. 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.
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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