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3 Mark Financial, Inc.
3/16/2016
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Join Jackie Baker from Berkshire Advisor Resource as she Discusses What is Multi-Life or Simplified Disability Income
Webinar later today at 3:00 pm Central
Topics covered include:
- What is Multi-Life and or Simplified Disability
- Who are good prospects?
- Do discounts apply, and if so how much?
- Case Design Tips
- Case Study Examples
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Our Next Webinar is March 23, 2016 with John Hancock
Join Joey Ussery, as he discussed John Hancock's LifeTrack an optional billing service that keeps your clients on track with their stated insurance coverage objectives by automatically adjusting the LifeTrack Premium each year based on actual policy experience.
Look for an email with registration details within the next day or two.
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Symetra
Enhancing our Market Leading GUL Product: Introducing our New Return of Premium Rider and Rolling Targets
For the past two years, Symetra Life Insurance Company has been consistently regarded as a price leader in the guaranteed universal life marketplace.1 To maintain and strengthen our leadership position, we are pleased to announce exciting enhancements to our flagship no-lapse-guarantee product. Read More
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Rates
OneAmerica
Principal
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AIG
2016 Annuity Webinar Calendar
Join AIG for a series of webinars on a broad range of topics, including American PathwaySM Deferred Income and Income Annuities, information on the Qualified Longevity Annuity Contract (QLAC), and Social Security Savvy. American General Link
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Annuity Fact Finder
Click here for a great Annuity Fact Finder
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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.
- 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.
- Attach a copy of a current policy/ account statement for the funds being transferred to the 1035/transfer document.
- Complete the 1035/transfer form carefully and completely. Be sure all necessary signatures are obtained.
- Send original transfer forms with the application to 3 Mark for processing.
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Protective
Updated Underwriting Guidelines
Protective Life Insurance Company is announcing updates to our underwriting guidelines regarding Foreign Travel & Foreign National Guidelines. The new guidelines will be applied to applications received March 1, 2016 and after. Read more.
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Symetra
Updated Foreign National Underwriting Guidelines
Click here to download the Symetra Guide
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Mutual of Omaha
Trial Program Modifications
Mutual of Omaha's goal is to provide you with prompt service, competitive quotes and dedicated underwriting support. Due to our great partnerships in 2015, we had a record breaking year and 2016 is off to a fantastic start!
This success has allowed us to look at our processes to determine how to serve you more effectively with both formal and trial applications. Effective February 8, 2016 we will adjust our trial applications to line up with the program we announced last year. The number of trial applications you can send is all up to you and will be dependent upon the amount of formal business your office sends to Mutual of Omaha. Learn more.
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SBLI
SBLI’s Fast Cases/Fast Money Bonus Program could earn agents $500 or more
in American Express gift cards – up to $5,000 total per agent! For every five term or whole life policies submitted through SBLI’s ZipApp™ (Applicint on the 3 Mark website) Learn More
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North American
Effective February 9, 2016, SimpleSubmit e-app is available for Indexed Universal Life products. Learn about some of the benefits of SimpleSubmit by clicking here.
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AIG
Overnight Addresses for Annuity Premium Updated
Lockbox addresses have been revised to accommodate character limitations through certain parcel carriers. Effective February 17, 2016, we implemented new mailing addresses and lockbox information for paperwork with premium (check) and wiring of funds for our suite of fixed, income and index annuities. Read more.
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