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3 Mark's Producer Essentials Newsletter

3 Mark Financial, Inc.

April 12, 2023

Join Brad Coffin and Stephen Alloy from Mutual of Omaha for this afternoon's webinar:

Living Benefit Buy-Sell

RESERVE MY SEAT

3 Mark Sales Contest

If you haven't already, check out our sales contest going on through July 31.

Visit the new Securian Sales Strategy Landing Page 

View the updated MassMutual Whole Life Product Spectrum

Access our Disability Insurance Awareness Month (DIAM) toolkit

Check out our new MassMutual DI Illustration Guide available in MMSD University

FlexGuard Life materials updated for April changes

Spotlight: Buffered index strategies in action

Life in the Faster Lane with Columbus Life's rapid issue IUL Indexed Explorer Now

Access our recorded webinar: Speed and Performance with Indexed Explorer Now

Will Your Retirement Income Take a "HIT"? Client Video.

Tax sales ideas to help reduce your client’s taxes

American National’s SGUL may be the solution for your clients nearing retirement age.

See how the GRO Rider can benefit your business clients

No Hidden Caps or Participation Rate Changes With Mutual of Omaha IULs

Set Yourself Apart with IUL Express.

Download the updated Nationwide IUL Accumulator II 2020 Rate Guide showing our increased caps and participation rates effective 4/15.

Clients can download 2023 tax documents at myaccount.protective.com

Manage the Summit Plummet with Accumulation SVUL

Meet Lincoln WealthAccelerate IUL, the new simplified product that offers clients life insurance protection with a streamlined process.

Download the latest Edition of the Lincoln Leader.

Help your clients understand basic financial concepts

Check out our 0% floor visual aid

Help your clients protect their distributions from taxes

Newer RetireStronger.com.

Value+ Protector III with ROP option and improved Caps for S&P 500

MaxAccumulator+ III with improved caps for S&P 500

How to rise above disruption in 2023

Elevate your business with our new campaigns

Develop your social and digital business acumen with our webinars as part of our Digital Marketing Education Series

PL Promise GUL offers the option for chronic illness protection

Leverage Our New Sales Materials

Uncover potential planning opportunities with business clients using life insurance. Take a look at Pacific Life’s recently updated Business Solutions Playbook.

Check out our recently increased income replacement guidelines

Here to help you make more while doing less with our Horizon experience

See how we’re taking a less invasive, more effective approach to underwriting

The LGA Underwriting Superhighway opens opportunities for riskier clients while speeding up the process for instant decisions.

The Employer Retention Credit - Is My Business Eligible for the Tax Credit? Check out our latest edition of Advanced in both print and audio form.

See our capabilities with our Velocity online Part II offering

Check out the Protective Velocity process and digital tools that make protecting your clients’ futures simple, fast, and hassle-free.

Look at the Symetra Preferred Cancer Program, designed to offer clients who’ve been diagnosed with one of seven qualifying cancers up to a “Preferred” underwriting rate.

Agile Underwriting+ (AU+) Landing Page (Fluidless Guidelines).

Cincinnati Life is removing Covid-19 underwriting restrictions (with one modification)

Producer Essential's Underwriting New Business

Help Your Clients Protect Their Business with Symetra’s MultiLife Business Program

Check out the latest Advanced Markets article "Taxes: More Than Just What Your Client Owes on April 15th."

Read: Déjà Vu? Biden’s Proposed 2024 Budget Would Bring Sweeping Changes to 
Estate, Retirement, and Tax Planning

Get our new Sunsetting Tax Provisions flyer

Check out these brand-new resources to help you support your foreign national clients.

Download our guide to help understand how annuity distributions may be taxed, including new considerations for changes under SECURE 2.0

Lincoln Blog: Build your business with foreign nationals

Lincoln Foreign National Underwriting Guidelines.

Register for Estate Planning for Business Owners

Join our webinar to discover the essential role nonqualified plans play in small business success and the differences between qualified and nonqualified plans.

Compare CareMatters II vs CareMatters III

Create more resources for your clients’ future LTC needs

 

Two key improvements to our Care Solutions Underwriting process.

Annuity Care II is now offering more leverage on client dollars with activation of a 6-year Continuation of Benefits (COB) feature.

Reimbursement & Indemnity: A Claims Story.

Tax Planning With Long-Term Care

Download our FAQs to help you put a partial tax conversion into action

Download our partial tax conversion flyer

Offer your clients the option of either fixed or flexible premiums to achieve their specific retirement goals with ASIA PLUS 7 & 10

Tax Impact: Identify Opportunities. How taxes affect your clients' retirement plans and how you can help protect their wealth

How Does Your Money Grow? Client-Friendly Interest Rate Guide .

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