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Actuarial Guideline 49 and it's impact on Indexed Universal Life
Live Webinar Wednesday August 26, 2015 at 3:00 pm Central
Please join Christian Kaplan, CFA Vice President of Speciality Markets and EPG Sales at AXA for this must attend webinar for those with and interest in the fastest growing product segment in our industry, Indexed Universal Life.
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Secret Word
Watch for the secret word to appear in future editions of In The Loop.
Be the 4th person to email bruce.alfredson@3mark.com with the correct secret word and receive a $100.00 Amazon gift card.
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AXA
Video: Introducing Specialty Markets from AXA
You’re running a successful life insurance business, but you know the key to elevating your game is unlocking new opportunities. But it can be hard to know where to start. Which opportunities should I pursue? Which companies should I work with? What product solutions fit best? Watch Video
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John Hancock
Staying healthy is a number one concern for your affluent clients and their families. This video demonstrates how the new John Hancock Vitality solution is a natural fit for this market, as affluent buyers are typically committed to fitness, like to save money, and are more likely to participate in a rewards program. Watch Video
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Symetra
Symetra-Sumitomo Life transaction information can be found on this website.
Symetra UL-G Update
To maintain and strengthen their leadership position in the GUL marketplace, Symetra recently announced some exciting enhancements to their flagship no-lapse-guarantee product, now known as Symetra UL-G. Learn more.
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Lincoln Financial
Improved Level Term Pricing
New, improved premiums on current pricing. Premiums have either been reduced or stayed the same with the goal of solidifying key competitiveness at ages 45+ with face amounts of $500,000+. Learn more.
Better Options to Reach More Clients
Lincoln is opening up additional age, rider and inflation combinations for Lincoln MoneyGuard II. Clients who fit the expanded opportunities will enjoy the same benefits as those currently covered by Lincoln MoneyGuard ll. Learn more.
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Legal & General America
Video: New Low Term Rates
Watch this 1 minute video and share. New OPTerm rates effective August 10. No increases. Watch Video
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North American
Life Insurance for Income Protection
Income Protection lies at the heart of what life insurance is all about. And yet, with today's busy lifestyles, ensuring that income protection needs are met can sometimes be overlooked. This sales kit provides you with the tools you need to help your clients provide income protection stability for their loved ones. Learn more.
Your Action Needed
Financial professionals like you have an important part in helping clients grow their savings and achieve a financially secure retirement. But a new proposal from the Department of Labor (DOL) would impact millions of American retirement savers and their relationship with their financial professionals. Learn more.
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John Hancock
Special Issue of The Journal: John Hancock Vitality Solution
This special Journal issue provides an in-depth look at John Hancock's new Vitality solution. It covers the strength of their partnership with Vitality, the scientific proof behind the success of this program, the increased competitive positioning of their products, as well as sales tips and success stories. Learn more.
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Nationwide
Nationwide YourLife CareMatters Enhancements Include Cash Indemnity Design
Nationwide YourLife CareMatters now offers a larger cash benefit pool! Their cash indemnity design provides maximum flexibility for your clients' use, without submitting monthly bills or receipts. If you've been looking for more value for clients seeking long-term care coverage, this is it. Learn more.
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Accordia
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, their patented 2% true-up guarantee and a dynamic design. Learn more.
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Allianz
Allianz Life Pro+ Survivor FIUL Policy
Designed for clients who are seeking affordable life insurance coverage with flexibility for the future, Allianz Life Pro+ Survivor offers double protection +. Learn more.
How does Allianz Life Pro+ stack up to the competition?
This new flyer discusses Allianz’s competitive advantages against a top competitor in the FIUL market. Learn more.
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AXA
BrightLife® Grow and BrightLife® Grow Survivorship are for clients seeking more efficient, reliable and flexible ways to accumulate wealth, produce retirement income and secure the death benefit they need.
Watch this video to view the case for BrightLife® Grow Survivorship.
BrightLife Grow Survivorship Producer Guide
BrightLife Grow Survivorship Product Guide
BrighLife Grow Survivorship Social Security Bridge
BrightLife Grow Survivorship LTCS Bundle
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MetLife
3 Minutes to Faster, Simplified Underwriting
The worst part about selling and buying a life insurance policy is how long it takes to place. And the typical process can last more than a month. That's why MetLife offers Enhanced Rate Plus (ERP) to qualified clients. ERP cuts the process from more than a month to about a week while boosting the client's rating from standard to best possible. In fact, over the past six months, the average time it takes for underwriting to reach a decision is 6 days! See for yourself how ERP can eliminate the wait. Watch video.
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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 the secret word is AG 49 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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ExamOne
To Fast, or Not to Fast? Read the fasting white paper from ExamOne by clicking here.
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W&S Financial Group
New Processing & Paperwork Updates Click here to learn more.
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MetLife
Underwriting Alert: Asthma
Revisions to medical underwriting guidelines for asthma could result in more favorable offers. Learn more.
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Voya
Updated HIPPA Form now required
Voya Announcement
New Authorization for Release of Health-Related Information (HIPAA)
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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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AIG
AIG announces underwriting changes. Learn More
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Allianz
Illustrating Sales Concepts Helps Tell More Compelling Story
Allianz has added various illustration sales concepts to the 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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Nationwide
Product Update from Nationwide 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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