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3 Mark's Producer Essentials Newsletter

3 Mark Financial, Inc.

September 6, 2023

Webinar this afternoon, September 6 at 3:00 pm Central:

Foreign National Clients: Expanding Your Markets With Prudential

We have seen a resurgence in travel from overseas and it’s not just people choosing to vacation here. The US government has actively worked on attracting wealthy foreigners to the US including programs such as the EB-5 Visa program. This program allows a path to citizenship for those who start businesses and invest $1.8 million in the U.S. in exchange for a green card. Additionally, US real estate continues to be an attractive investment. Foreign buyers purchased $59 billion of residential real estate between April 2021 and March 2022.  There is meaningful opportunity with wealthy foreign nationals and we want to help you capitalize.

Join Lauren Hicks and Charles Perrault, CFP, CLU, ChFC from Prudential to explore these opportunities and learn how Prudential can help you grow your business.

New life insurance sales can be 90 seconds away...

Find appropriate sales materials – quickly and more easily.

Confused about RMD requirements for inherited IRAs? We can help.

Don’t miss an opportunity to connect with clients. American National’s preapproved social media marketing removes the guesswork.

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

Training Simplified: Life Insurance Awareness Month.

Provide your clients with potentially greater cash value.

September is Life Insurance Awareness Month.

Download our new Life Insurance Awareness Month materials.

Your clients can't afford to wait. See why.

Help your younger clients think about and develop healthy financial habits and tools they can use later in life. See our tip.

View our new client friendly case study to see how a sound life insurance protection strategy addresses your client’s coverage needs today, and through their retirement.

View MassMutual’s comprehensive whole life insurance portfolio with benefits to meet a variety of client needs.

Get to know our OBE story.

Register for a quick 20-minute session with leading experts on how our portfolio sets our IUL apart.

Expand Growth Possibilities w/John Hancock’s new Accumulation IUL.

Explain market losses and gains with our client-approved piece.

Make a splash with our ratings “Scales” fish Video.

Easily manage your business online with Symetra’s partner portal.

Check out our Symetra Surrender Value Enhancement Rider, with early high net cash surrender value and design flexibility

Explore. Innovate. Accelerate.

Managing retirement plans is simpler with the National Life Plan Sponsor Resource Center! With all the tools Plan Sponsors need to oversee their plan, educate, and serve their employees.

One Night in Vegas…“Hey, I know National Life Group. You guys gave me a check!” Read about this chance meeting highlighting our LifeChanger of the Year program's impact across the country.

Visit our site to see how our IUL solution provides your clients benefits in multiple ways…and be sure to check out our client approved video while your there.

Help growth-focused clients weigh their options.

Download the latest edition of the Lincoln Leader.

Effective August 14, 2023, Lincoln WealthAccelerate IUL is available in the state of Massachusetts

Get ready for LIAM 2023...

Read our new Thought Leadership – Goldilocks and the 3 ULs.

Use our Life with Confidence sales tool to see the potential impact of market volatility, and how some features of Index Universal Life (IUL) can help boost confidence as you look forward.

Check out our refresh. See sales concepts under Conversation Starters, Campaign in a box for Consumers, Who do you know? and Advanced Sales links.

Moving Financial Futures Forward.

We provide clarification on previously miscommunicated PLMA guidelines with an easy to digest graphic.

Legal & General America's COO, Michelle Buswell, shares her best practices on KPIs and the three safety checks to ensure they're positioned for success.

Visit to access our tools and other resources to help you during Life Insurance Awareness Month.

Learn about the benefits of benefit restoration.

Help key employees save more for retirement. Help employers get a leg up on the competition by offering them Safe Harbor and nonqualified deferred compensation plans.

Our competitive spotlight highlights the Columbus Life Table Shave Program for Universal Life Plans.

Check out LifeInsight, which will help you prepare for the unpredictable.

PruFast Track makes placing large-premium policies for affluent clients easier.

Underwrite your permanent business at full throttle.

Beginning Sept. 1, 2023, Symetra will match formal or informal underwriting offers from our group of eligible life insurance carriers.

LGA has re-enabled SMS texting in Horizon following confirmation of compliance with some recent changes.

Explore Protective Velocity, our suite of digital tools to support the underwriting process, help streamline your processes to reduce administrative work.

Need A Quick Underwriting Quote? Get One in Minutes.

Help get your clients our best offer.

Producer Essential's Underwriting New Business

Check out our client-facing "Invest in Your Life which summarizes the value of permanent life insurance.

Then take a look at the personalized proposal through JH Solutions to show the competitive rate of return on life insurance. 

From buy-sell planning, and potentially using cross-endorsement buy-sell (CEBS) to help with succession planning, or setting up a supplemental executive retirement plan (SERP) to retain and reward key employees – life insurance can be a crucial component of a financial portfolio.

Check out how healthier employees can lead to a healthier bottom line.

Check out our updated Foreign National Underwriting Guidelines.

Working with High-Net-Worth Foreign Nationals? Check out our High-Net-Worth Foreign National program.

Listen/read Key Person as a Flexible Business Benefit in both print and audio form.

New personal worksheets are available for North Dakota and New York. 

Have the conversation with your clients on the real cost of waiting to purchase long-term care insurance. 

The reality of long-term care services.

Lincoln MoneyGuard: 35 years of unmatched commitment to long-term care protection.

Offer tax-advantaged long-term care and chronic illness solutions to address a wide range of client needs.

Check out our new business interest rates for OneAmerica Care Solutions products effective Tuesday, Aug. 15, 2023.

Dive deeper with care solutions.

Learn about our collection of Annuity campaigns and start prospecting today. Check out 401(K) For Retirement Income - 401(k) . . . It might not be locked away.

Learn about our Fixed Index Annuity designed for accumulation:

Don’t Let the Unforeseen Go Unplanned.

Check out the new Affirm and AnnuityNet E-Sign Capabilities. Once activated, this will allow distributors to securely obtain digital client signatures in-person or remote via email.

Please add and to your address book or safe list to ensure our email reaches your inbox.

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