The latest in Life Insurance and related client solutions.
|
 |
 |
 |
|
|
 | | |
|
|
|
|
|
|
3 Mark Financial, Inc.
June 23, 2021
|
|
|
| |
|
|
Join Mark Phelps, CLU® for
Positioning Lincoln Life Insurance To Wealthy Global Clients
Webinar This afternoon at 3:00 pm central
Please join Mark Phelps for a discussion about how to sell Lincoln life insurance to foreign nationals from around the world.
Mark will provide:
- An overview of the marketplace
- Underwriting tips and guidelines
- Real case studies on how to position life insurance to your clients from Latin America, Mexico, Asia and the Pacific Rim
- Sales ideas for your foreign national opportunities
Join us to explore this opportunity and learn how Lincoln Financial Group can help!
|
|
|
| |
|
|
|
|
|
Principal Business Needs Assessment
This innovative, digital resource allows you to approach more business clients and prospects so they can uncover planning needs. Learn more | Use it today
Death Benefit Only Plans (Life Insurance)
Principal Death Benefit Only (DBO) and Death Benefit Only (Tax Exempt) plans enable businesses to promise select employees that in the event of their death—while covered by the plan—a death benefit will be paid to their beneficiaries.
|
|
|
|
June 15th New Term Pricing
We've made premium rate changes to level term periods for Banner Life OPTerm products only, with improvements targeting competitive positioning in the preferred rate classes in the 10-40 year term durations. Read the announcement.
Embracing Digital Adoption
In support of the industry-wide campaign, #HelpProtectOurFamilies, MDRT has released an article highlighting the value of embracing digital adoption and staying current with technology advances. Read the article.
Summer. Is. Here! Help Your Clients Play It Safe
Whether it’s chilling in the backyard or exploring the deep woods, these simple safety tips will help keep your clients and their loved ones protected all season long. Share our new client-facing flyer.
|
|
|
|
Enhanced Accounts Deliver Strong Customer Crediting Since Launch
Did you know that since their inception in June 2019, our Enhanced Indexed Accounts have returned positive results in every segment? This stellar performance to date has translated to significant value for customers utilizing these accounts, as shown in the attached example. See example.
|
|
|
|
Launching Soon - New IUL Product
Looking for both potential accumulation & death benefit guarantees? Signature Protection IUL is coming soon!
Reprice Effective 7/1/2021
Click here to see the details on the Signature GUL rate increase.
|
|
|
|
Indexed Universal Life 101
Breaking into the indexed universal life market can be overwhelming. With so much to learn like interest rate floors, indexed interest credits and loan options, it can become overwhelming. It’s important to start with the basics — the what, the how and the why. Learn More.
Subscribe to Columbus Life’s Two YouTube Channels Today
Columbus Life is proud to offer a variety of relevant and beneficial video assets to you on our two YouTube Channels. Subscribe to Columbus Life’s two YouTube Channels today. See client-facing content or view producer-facing content.
|
|
|
|
National Life Group’s Comdex Score Increased to 90
Weeks after being upgraded to A1 (Good) from Moody’s and to A+ (Superior) from A.M. Best, National Life has another increased score to add to the list. The increase from Comdex, which is a composite of the ratings a company has received from the four major rating agencies, puts National Life in the 90th percentile of all other rated insurers. Read more.
Intimidated by Social Media?
If you’re active on social media to build your brand, gain customers and interact with your current ones, it can be a little intimidating coming up with new content all the time. Luckily, National Life makes it easy for you with our pre-approved posts, plus our tips for creating your own content. Watch the video.
Social Media Spotlight: Annuity Awareness Month Social Media Posts
Use our newest social posts to spark conversations about using annuities for retirement planning.
|
|
|
|
Important New Business Update: IRC 7702 Tax Limit Changes
As a part of our reconciliation process, impacted customers with a policy effective date in 2021 will receive a letter explaining the new tax limits. To help you prepare for future conversations, please see the following communication, which includes sample letters and other important reminders, including the deadline for backdating exceptions. Learn more.
Updated Performance Insights Are Now Available
The Performance Insight pieces have been updated with information for 1st Quarter 2021:
|
|
|
|
Family Meetings Can Provide Opportunity
As more families are getting together with their loved ones, it’s a perfect time to reach out to your clients and see if they would like to set up some time with you to help them navigate the important discussion of wealth transfer with their family members. Get the Guide.
365 Days of Change = 1 Opportunity for You
We all know a lot can change in a year. Uncover 365 days of change in just three simple steps with our step-by-step guide that walks you through how to do an effective policy review. Download the Policy Review Kit.
Calculate a Client’s Life Insurance Needs
Whether you are getting ready to sit down with prospective clients or existing clients, our life insurance calculator is a great tool to show clients the amount of life insurance coverage they should have. Access our Insurance Need Calculator.
|
|
|
|
|
|
|
|
On the Road to $200 Million in 2021
1Q 2021 continued our unprecedented growth in life insurance premiums at Allianz Life Insurance Company of North America (Allianz). Our year-to-date results in issued premium have driven Allianz to become the #2 fixed index universal life (FIUL) insurance carrier for total distribution as of 1Q 2021 with 82% growth over 1Q 2020.
We stand at a critical point. This rapid growth leads to new challenges to infrastructure, technology, and staffing. Continue reading.
|
|
|
|
Take Full Advantage of Our Variable Universal Life Policy Management
At Nationwide, we are committed to helping your clients take full advantage of their VUL insurance policy. That’s why we offer a wide range of features and services to help you manage and monitor the investments within their policy — and much more. Learn more.
Updated Premium Finance and Case Processing Guidelines
Learn about our updated premium finance guidelines.
|
|
|
|
Easily Explain IULs to Clients with Our New Video
Check out our newest video which is perfect to share the basics of IULs with your clients, and the value an IUL can bring to their portfolio.
We’ve Repriced Again - Check out the new Classic Choice Term
On June 7, we repriced Classic Choice Term to make rates even lower for clients seeking term insurance. Learn more about the reprice, along with key transition rules.
|
|
|
|
Simple Steps for IUL Express
IUL Express provides the protection and flexibility your clients are looking for. With living benefits and cash accumulation, this product is the perfect fit for their portfolio. Learn about the 4 easy steps to selling our IUL Express product.
|
|
|
|
Global Atlantic OnDemand
Find what you need - fast! Every resource for every product—and everything else you need—right at your fingertips: Go to OnDemand.
|
|
|
|
|
|
Symetra Swift Term Life insurance
Life’s not always easy but getting life insurance can be. With Symetra SwiftTerm, your clients can get fast, affordable term coverage through an easy online application process in as little as 25 minutes. View the details.
Symetra Allocation Index (AI) Strategies
Symetra has a new innovative approach to help your clients achieve level policy performance over the long term. Get ready for our game-changing Allocation Index (AI) Strategies (PDF). Available with both Symetra’s Accumulator and Protector IUL products. Learn more.
|
|
|
|
Personalize This Client Flyer
Life insurance can help mitigate the risks of the unknown and help your clients own their future. Download our flyer and make it your own by adding your contact information. Show how early planning with life insurance provides protection during working years and more time for potential cash value to grow.
|
|
|
|
Did you miss “The Washington Update” with Andy Friedman?
Andy shared his thoughts about the current critical legislative and economic initiatives from Washington, including a detailed overview of the Biden tax plan, as well as the likely Congressional additions and changes, likelihood of passage, and the possible effect on the market. Watch the replay here!
Introducing the Market Intel Exchange Digital Chart Pack
The new Market Intel Exchange digital chart pack provides quarterly investment insights designed to help you become stronger consultants to the financial professional. Read Market Intel Exchange.
|
|
|
|
It’s All About the Business
Small businesses. Big opportunities. Explore 20 business-planning strategies integrated with life insurance to help clients accomplish retirement, business, and estate planning goals. Download
Improve Your Social Media Profile
Your profile speaks volumes, intentionally or unintentionally. Learn how to make the best possible first impression and do more with your profile using our tips and tools. Read more.
|
|
|
|
The Top 10 Reasons to Sell SBLI Flex Whole Life
SBLI Flex Whole Life insurance is a competitively designed whole life product suite that provides guaranteed premiums, coverage, and cash value growth for life with the potential to earn dividends. With a suite of products and a wide choice of riders, SBLI Flex Whole Life sets the standard for flexibility, integrity, and guarantees. Here are the top 10 reasons to sell our product.
|
|
|
| | | |
|
|
|
|
|
Customer Access Now Available for Long-Term Care Policyholders
Spread the word. Starting June 14, 2021, Mutual of Omaha's long-term care policyholders will be able to view and interact with valuable policy information via Customer Access. Learn more.
|
|
|
|
Comprehensive, Predictable Coverage
Learn what makes the combination of our Protection VUL and LTC rider such a market standout. Watch video.
|
|
|
|
Long-Term care playbook
Get the ball rolling with these resources to show your clients how to potentially have more money for qualified long-term care expenses.
|
|
|
| |
|
|
|
Legacy Planning with Fixed Annuities. Customize solutions for aging clients and beneficiaries; Step up with Tax and Distribution Planning Strategies that set you apart. View this valuable information and more in our Annuity Planning Options.
|
|
|
|
Fixed Indexed Annuities Continue to Grow in Popularity
Why are retirement experts reconsidering Fixed Indexed Annuities as a key offering in retirement planning? See why and also access the white paper A New Perspective on Fixed Indexed Annuities and Lifetime Income.
|
|
|
|
|
|
The Power to Allocate Less and Do More With Your Client’s Money
Learn more about the benefits of a Power Series Index Annuity issued with the Lifetime Income Choice guaranteed living benefit rider —visit the income comparison tool or read the brochure.
The Power Series of Index Annuities Range of Outcomes Calculator
The new calculator can be used with financial professionals and calculates the hypothetical range of interest outcomes that an index annuity may generate based on index annuity term, number of years of historical S&P 500 returns, and the index rate cap percentage. Visit the calculator.
Help clients build wealth with Power 5 Protector
Adding Power 5 Protector to your clients’ retirement portfolios may help increase performance and provide guaranteed protection for a portion of their principal. Read our sales idea for more information.
|
|
|
| | |
|
|
|
Introducing Interactive Field Underwriting Guide
Download our newly redesigned guide which makes it easy to quickly navigate our underwriting guidelines and requirements.
Enhanced Accounts Deliver Strong Customer Crediting Since Launch
Did you know that since their inception in June 2019, our Enhanced Indexed Accounts have returned positive results in every segment? This stellar performance to date has translated to significant value for customers utilizing these accounts, as shown in the attached example. See example here
|
|
|
|
Go Digital with SBLI: Your End-To-End Digital Solution for Term and Whole Life
SBLI offers a unique end-to-end digital process that guarantees no in-person contact, no fluids and no exam underwriting process, no matter what! Find out more.
Help Your Business Move Fast…Faster…Fastest
In just three simple steps, you can get business done (and get paid) faster with our streamlined drop ticket solution. No meddlesome paperwork, no paramed scheduling, no stress. Learn more.
|
|
|
|
|
|
Faster Decisions with Accelerated Underwriting
Are you looking for 48-72 hour underwriting decisions on your Term Life Answers, Income Advantage IUL and Life Protection IUL cases? Our Accelerated Underwriting program allows for no paramed exams when you use the drop ticket process. Learn more.
|
|
|
|
eDelivery with DocuSign Available for More IUL Policies
Effective June 28, eDelivery with DocuSign will be available for IUL policies where a signed illustration is outstanding at time of issue. Learn more about North American’s suite of eBusiness Solutions designed to make doing business easier and more efficient.
|
|
|
|
More Than Fast Underwriting
Faster underwriting, like PL Swift Sailing, can be integral to the success of your business, but it’s only the beginning of the story. Before you choose a term life insurance product, consider the long‐term value of both the product and the carrier. See this must‐have criteria that Pacific Life has to offer.
|
|
|
| | | | | |
|
|
|
| |
| | |
|
|
