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3 Mark's Producer Essentials Newsletter

3 Mark Financial, Inc.

May 3, 2023

3 Mark Sales Contest going on through July 31

Are you up for the challenge?

Take a look at our latest installment of looking Beyond the Illustration, examining the impact linked and unlinked rates can have on a policy over time.

Check out the top ten reasons to use Columbus Life’s newest IUL product

Find out why Columbus Life's ADBR is unique & can make all the difference when clients need to access their living benefits.

See how the new AG 49A update will impact our illustrated values

Add Life to Their Retirement (Resource Suite)

See why Symetra is your one-stop shop for term

Follow our Individual Life LinkedIn page to stay on top of the latest life product news, innovations, updates and more

Bypass uncertainty with Signature Guaranteed Universal Life Insurance

Find out how our IUL indexed loan feature can benefit your clients

Use our high-level overview of all of our simplified issue life products to understand which may be the best fit for your client

Our IULs Remain Compliant

Check out VUL Survivor, a second-to-die policy designed to give clients life insurance coverage that can grow & fit their changing needs

VUL Defender will have new and improved pricing in many cells with improvements that can make it an attractive option for clients looking for lifetime guarantees effective 5/1/23.

  • Repriced to be more competitive in short and lifetime pay designs.
  • New non-tobacco plus UW class
  • Changes when including No Lapse Guarantee Agreement

New minimum face amount for our Whole Life 10 & 12 Pay will be $25,000 for newly issued or reissued policies beginning on May 20, 2023

Give the Gift of a Lifetime with MassMutual Whole Life

As Disability Insurance Awareness Month begins, celebrate those who understand the value of protecting their income

Check out our new sales strategy: Comparing market-linked life insurance – A risk-tolerance and history approach

Effective Monday, April 24, 2023, California state-specific forms will be implemented, in response to a state regulatory alert requiring a change to the Fraud Warning language.

Check out our updated Term + Perm

Download our White Paper, Mechanics of an Internally Split 1035 Exchange

Help your clients know the warning signs of high financial stress & also serve as a help line for dealing with it 

Join us for guidance on the changes brought about by AG49-B and how North American is responding

Inspire confidence with North American

Check out Corebridge's IUL product changes for revised AG 49-A rules

Missed our webinar where we show you how to run your own marketing campaign with minimal effort? Watch the recording

Life insurance in the U.S. is not one size fits all & depending on each policyholder & advisor, there may be something just right

Learn about our Fertility Journey Rider which could ease couples' financial burdens during reproductive challenges.

Take a look at our repriced Classic Choice Term

Visit our website to learn about our two new funds available with Protective Strategic Objectives II VUL

Join us on Thursday, June 1 for our latest Protective University webinar, featuring speakers from both Protective and Invesco to walk you through our new VUL funds

Check out the April edition of Advanced Markets News

AG49-A Update Deadline Reminder

Now showing: What is John Hancock Vitality?

Manage the Summit Plummet with Accumulation SVUL

View the the latest issue of The Lincoln Life Leader

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

Help businesses recruit and retain top talent

Check out Principle's New GI Term Ii Product For Multi-Life Business Cases

New Thought Leadership: Trends from the Principal Financial Well-Being Index

Listen to our Life Podcast where we tackle listener questions focusing on simple strategies involving life insurance

Check out PL Promise Conversion UL

Encourage Positive Behaviors with an Incentive Trust Using Life Insurance

See how LGA’s COO, Michelle Buswell, and her team are working on enhancing and streamlining our processes to best serve you and your clients effectively

Watch the second installment of Underwriting Unfiltered, direct from Virginia Craig.

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

Producer Essential's Underwriting New Business

As you help clients plan and prepare to file their taxes again next time, keep our 1040 Planning Guide close at hand.

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

First premium payment methods are changing - read about our recent options update, effective June 28th, 2023

Join us in making an impact by sharing Great Wealth Transfer video to raise awareness with clients, prospects, and COIs around the qualified funding opportunities available at OneAmerica.

Check out our webinar recording to learn about the guarantees built within Asset Care and the Return of Premium funding options available at OneAmerica.

Learn about 3 essential features of SecureCare III in our short video

Provide clients with options from companies that have a long history of strength, security and stability

Check out our quick guide to see how we underwrite the most common health conditions

Help your clients stay in their homes with Mutual of Omaha's long-term care insurance products

Did you know Tax-free benefits, tax-deductible premiums and out-of-pocket expenses are all deductible?

Don’t allow your client to be caught off guard, instead offer your clients the certainty of a fixed rate with Palladium Multi-Year Guarantee (MYG) Annuity

Help clients face retirement fears with Palladium SPIA

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

Download our partial tax conversion flyer

Take a look at our new infographic to start a conversation about alternative fixed income approaches in a rising rate environment — including how an annuity might help round out a portfolio

Don't let the unforeseen derail your annuity sale. Take advantage of our marketing campaign designed to help you reach your prospects and generate sales.

In addition to our traditional annuity benefits (principal protection, guaranteed income, up to 10% annual free withdrawals, etc.) Our EstateShield 10 (EstateShield 9 in California) fixed index annuity offers 12 index linked crediting strategies to help grow a client’s Benefits Account Value

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