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3 Mark's Producer Essentials Newsletter

3 Mark Financial, Inc.

November 29, 2023

Don't forget about these carrier programs to help finish the year strong!

Symetra:

Allianz: Risk-Class Upgrade Program

Prudential: Comprehensive Physical Program

Nationwide: Competitor Match program

Transamerica: TransMatch Program

Did you know, that by 2030, women will control $20T in assets? Learn why the women’s market is an area of opportunity for life insurance sales.

Check out Prudential’s new “Blueprints to Black Wealth” microsite.

Fortify clients’ financial strategies with life insurance to give them options not available with other financial vehicles. 

Take a look at the top 3 reasons to check out Eclipse Accumulator IUL.

Discover the power of Living Benefits when it comes to prospecting.

Do you know the three areas that can help determine an effective IUL policy?

Check out our case study created by LifeYield in partnership with Allianz, demonstrating in real numbers how the Social Security+ tool is helping clients enhance their benefits.

When it comes to developing an overall retirement strategy, knowledge really is power. Access our resources to help clarify your clients' needs and goals.

 

What really works better long term?

Download the latest edition of The Lincoln Leader.

Check out Lincoln AssetEdge VUL, now offering four optional riders — each with a unique and targeted objective — to give your clients multiple solutions for meeting multiple planning goals.

 

Choose Select-a-Term on the new SimpliNow Choice platform with tailored coverage, an instant underwriting path, and a streamlined process.

Check out Value+ Protector III IUL, a life insurance policy that can adapt over time to your clients' changing needs.

Check out the top 6 reasons to work with Pacific Life.

An opportunity to offer life and long-term care protection in the workplace...

Tune in to hear a discussion on the importance of taking a proactive approach to extended-care planning.

Check out our living benefit options for protecting the future.

Help clients reduce the DI Gap.

See how  customers can get term life insurance coverage online in as little as 18 minutes if they qualify.

IULs can provide LTC solutions for your clients - learn how.

If you have clients who are purchasing life insurance and are grandparents, make sure they know about the products we offer that can also set up a financial foundation for their grandkids.

Check out Protective Classic Choice term - more affordable for them, easier process for you. 

Our IUL is repriced and ready to perform...take a look.

Take value up a notch.

Join us...

Explore our comprehensive Signature Performance IUL guide, developed to provide you with a clear understanding of its features and benefits.

Build a brighter future with LGA.

Help service members secure protection for their loved ones.

See our tips to provide clients with benefits their employees really want.

Help clients prepare for a smooth business transition with a buy-sell strategy.

Securian Financial now offers a digital way to complete life insurance new business forms on eApp including eSignature.

Check out our Expanded Standard program for applicants age 18-70, allowing product pricing to encompass Table 1 and 2 under the Standard class (page 7).

Foreign National update: Power of Attorney form available for delivery requirements.

Learn how our new Accelerated Underwriting Express path can put clients on the fast track.

Let eReview with PruFast Track work for you.

Check out LifeInsight - our digital experience.

Introducing eSign for revised illustrations...

Discover the exciting updates to our Horizon Experience.

Are clients ready for the future?

Producer Essential's Underwriting New Business

Join the Advanced Markets team on December 13 for their final webinar of 2023, 2024 Tax Updates.

Check out our latest article in both print and audio form: "Simplifying the Valuation Discussion."

Learn how life insurance can be used for estate equalization when not all the children/heirs are active members of the business.

Strategize with split-dollar life insurance.

Discover our robust suite of sales tools.

Check out our new limited power of attorney agreement that makes it easier for clients to do business with us. 

Chasing the Sunset Series: Estate Planning Considerations to Make Today.

Life Insurance and Estate Planning go together like peanut butter and jelly. Register now to learn more.

Did you miss a 10-minute Monday. Watch previous session: Sunsetting Tax Provisions and Flexible Estate Plans.

Do you have complex questions regarding your business? Look no further than the Advanced Markets Q&A book.

Working with High-Net-Worth Foreign Nationals? See how we can help.

Help your clients protect their business with Symetra’s MultiLife Business Program.

Join us on November 30th as we take a look at best practices when presenting MoneyGuard Fixed Advantage.

Help your clients gain more control, flexibility and options with Lincoln MoneyGuard's Benefit Transfer Rider. 

You've started the conversation - now keep it going!

Finish AND start strong with Care Solutions.

Discover new buying signals.

View our sales tool and showcase to your clients how they can secure stability, while allowing for liquidity.

Learn about 3 steps to a better retirement plan, a worksheet that helps collect and categorize expenses in retirement..

Do you have clients who could benefit from adding an annuity to their portfolio? MassMutual Ascend, offers a broad range of annuities to help meet your clients' unique financial needs. 

Turn E-Apps into easy money with EquiTrust.

Review each carrier's year-end guidelines by clicking the name of the carrier:

Allianz North American
Cincinnati Life Pacific Life Promise
Corebridge Principle
John Hancock Protective
Legal & General Prudential
National Life Group   Symetra 

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