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3 Mark's Producer Essentials Newsletter

3 Mark Financial, Inc.

May 24, 2023

Webinar this afternoon:

Start from the Middle: Explore the untapped middle market

Join Kaleisha Thody, MBA, ChFC, CLU, CRPC from Allianz, this afternoon, as we cover:

Who is defined as middle market Case studies
Positioning IUL How IUL is an under-utilized tool
Data points from a study done of middle Americans  

3 Mark Financial and RGA have partnered to enhance underwriting efficiencies!

This exclusive program allows 3 Mark producers to work directly with the world's leading facultative reinsurer to collaborate on offers on impaired risk cases. RGA has several underwriting niches which can be leveraged to secure offers which may improve the ability to place more cases.

Download the flyer and watch the recorded webinar where we took a deep dive into the program, to see how you can leverage this program to grow your business.

"Did you know...?" section now live on 3mark.com. You can't miss it at the top of the Advisor Welcome. Visit 3mark.com and log in to check it out.

Help prepare your client for the future with protection from downside risk, using our enhanced Signature Performance IUL

Discover how the Signature Guaranteed Universal Life Cash-Out Rider can help clients with mortgage protection

Use our signature LIFT strategy, which uses life insurance cash value to supplement retirement distributions, & can result in a lower tax rate in retirement

Securian Financial’s newest life insurance option, Variable Universal Life (VUL) Survivor, is now available for sale

Have your financial professionals considered DI for their STEM clients?

Are your clients prepared to weather changing market conditions? See how limiting losses can help clients recover faster after a downturn

Check out our fund merger effective June 2, 2023 

Check out the latest news and updates from John Hancock in Spotlight

Go Beyond the Illustration - watch our short animation to help understand our approach to product design.

Use Index Lock and Auto Lock - now easier than ever, with the new auto renewal option

Check out our new versions of Symetra Accumulator Ascent IUL and Protector IUL, effective April 28, 2023.

Take a look at our instant-issue SwiftTerm

Use PL Promise GUL with a guarantee to age 90 for affordable premiums and flexibility to extend to age 100, as needed

Life insurance with living benefits could help address needs while living in addition to leaving a legacy - see our Living Benefits Campaign

Help clients plan for the Long-term care needs with life insurance

Help clients respond to changing markets with Protective Strategic Objectives II VUL's new fund options

Learn about the new buffered funds now available for Strategic Objectives II VUL

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

Download this week's edition of the Lincoln Leader

Share the power of the floor

Reminder of Waiver of Surrender Charge on outgoing 1035 exchanges

Build your own customized campaign with Corebridge's Campaign in a Box

Join us on Wednesday, May 24, to learn about the benefits of our term riders and multiple policy options when using our digital application platform

Count on us anytime

Read "Three Things to Watch This Spring" by Mark Holweger, President and CEO of LGA

 

Help businesses recruit and retain top talent

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

Visit securian.com/life-underwriting to learn about our underwriting approach and prepare yourself for your clients' underwriting journey

Easily identify upcoming illustrated actions to help keep customers’ policies on track with our digital experience

Check out our extra coverage program up to a million permanent insurance with no additional underwriting

You can now submit a term conversion application digitally through our Velocity EZ-App platform

Check out our new LTC rider underwriting guidelines

Check out our updated Underwriting Field Guide, which can help you streamline the underwriting process for you and your clients

Producer Essential's Underwriting New Business

Help business owners recruit and motivate top talent – with life insurance

Check out the May edition of Advanced Marked Sales Kit - Minimizing Taxes in Retirement

Check out "The Value of Whole Life Insurance in Your Overall Financial Strategy" client presentation, now available through Simplify, a powerful, case design presentation tool

Help your clients protect their business

Check out our newly released sales idea: Repurpose Inherited IRA Funds

In March, an industry thought leader quoted our long-term care study in Kiplinger - check it out

Learn the basics of our Care Solutions products with free training webinars every other Friday

Make sure you have our updated Long-term Care underwriting guidelines

Help clients understand that long-term care insurance offers multiple care options to meet their individual needs, including home healthcare support

Where Long-Term Care protection fits in a retirement portfolio, and why it matters

Help Your Clients Get Back On Track Toward Retirement with Global Atlantic's toolkit focused on thinking Beyond 60/40

Waiting a few years to purchase an annuity can make a huge difference. Check out our client-friendly flyer which provided a look at how two hypothetical retirees approach their annuity purchase timing, and the impact it has on how they reach their goals. It’s a great way to discuss the power of early planning with your clients. 

 

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