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3 Mark Financial, Inc.
6/8/2016
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Webinar Discussing Protective's Life Check Up Campaign
Later Today At 3:00 PM Central
Topics covered will include:
- How to prospect for new business with your existing clients.
- Mining your filing cabinet for new business
- How to conduct a policy review
- Prospecting Letters
- A review of Protective's marketing materials
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Lower Premiums - Higher Targets
Lifetime Foundation is a product you need to get familiar with if you are selling a lot of GUL or NLG. It offers innovative guarantees for life with great cash value accumulation. Often times premiums are lower and targets are higher. It is a win-win! Check out the attached piece to view our premiums and targets versus some of the other leading carriers out there.
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The John Hancock Vitality HealthyFood White Paper
The HealthyFood White Paper introduces this new feature of the John Hancock Vitality solution and takes a research-backed approach to the importance of healthy eating and its impact on living a longer and healthier life.
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New Video Plus Customizable Sales Ideas for Protection IUL Sales
Our new Value+ Protector is an enhanced death benefit protection IUL with extended guarantees, multiple liquidity options as well as living benefit riders. Learn more.
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Top Clients Get More with LBP Premier Pricing
You provide top service to your top clients. Offer them top pricing with LPB Premier pricing. Symetra UL-G with LPB Premier pricing is designed to provide lower annual premiums for larger cases, with premiums averaging 6-10% less than the No. 2 ranked guaranteed universal life insurance carrier. Read more.
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The Lincoln Leader
Download the latest issue of the Lincoln Leader for updates on a rider approval in New York, Lincoln TermAccel and employer-owned guaranteed issue applications and processes. Read more.
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Get Up to Speed on Accelerated Death Benefits
Our new flyers tell you what you need to know about Chronic Illness and Terminal Illness riders, so you can provide your clients with the information they need.
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Increasing Accumulation Potential with New Interest Bonus
The new Allianz Life Pro+® Fixed Index Universal Life Insurance Policy is here and is loaded with new features, including a new interest bonus. To help accelerate your clients’ cash value accumulation value, we have redesigned our bonus to give your clients even more accumulation potential. View The Brainshark.
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Uncertainty: Where Knowledge is King and Diversification Rules
Join us June 7, 2016 at 2 p.m. EST for a thought-provoking discussion about the economy and ways to help your clients meet death benefit needs and diversify future retirement income with a supplemental, tax-free retirement source. Register here.
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LTC Videos to Help You Educate Clients
A key part of your clients' retirement plans should include long-term care planning. Nationwide's suite of client-approved videos support those client conversations. To view these resources and learn more about Nationwide YourLife CareMatters®, click here.
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Newest Innovation: Crediting Method
Introducing our new crediting method innovation, the Threshold Participation Strategy! Attend this webinar to learn how this competitive strategy offers your clients the downside protection found in a standard Participation Rate strategy PLUS an Enhanced Participation Rate feature to help take advantage of above average index return years. Register.
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Lincoln AppAdvantage - eApp Tool for Annuities
Lincoln AppAdvantage, an e-application, expedites the business submission process, increases in good order submissions, and allows for the use of e-signature. Flyer & Step-by-step guide.
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Video: Annuity e-App
Watch this video to discover how e-App means less paperwork, quicker turnaround and faster commissions.
The Lincoln Leader for fixed annuities. Get the latest Lincoln fixed annuity updates, including details of a new marketing campaign.
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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.
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- 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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Agency Services is Committed to Delivering the Difference
From speedy contracting to paying commissions accurately and on-time, helping you grow your business is what it's all about for North American's Agency Services team. But what drives their commitment to Delivering the Difference for you? Watch their new video to find out.
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New Client Video: Preparing Your Clients for the Underwriting Process
Check out the latest animated client video, “The underwriting process: What to expect when applying for life insurance.” Help prepare your clients for the underwriting process and share this short, informative video. Together, we can help make the process smooth and seamless for your clients.
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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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