April 16th, 2024
This Week's Highlights
The Corporate Transparency Act (CTA), went into effect in January. It captures more information on foreign and domestic individuals with ownership in certain entities.
While the CTA creates a significant reporting burden for legal and tax professionals, the increased transparency in ownership is a great opportunity to offer life insurance.
A US life insurance policy can help to provide liquidity where there is a US tax liability, and unlike residents of the US, nonresident foreign nationals can personally own a life insurance policy outright without it being subject to US income or estate taxes.
The increased transparency in ownership is a great opportunity to offer life insurance!
Upcoming Events
PROTECTIVE WEBINAR - 4/17/2023 2:00pm CT ( THIS AFTERNOON!)
Join Amanda Fleskoski from Protective for: Adding Group Term Carve Out to your Selling Mix
Do you have business owner clients?
Do you want to provide them with a solution they can’t resist…while making a hefty commission?
CLICK HERE to Join Amanda Fleskoski, RVP with Protective Life for our upcoming webinar, to find out how to add ‘Group Term Carve Out’ to your selling mix.
Life Insurance
Protective
Announcing a new way to protect your business clients. Check out Protective Executive 10-Year Term, a group term carve-out solution tailored for executives.
See the updates for our Protective Strategic Objectives II VUL.
Protect NY clients with our latest IUL offering.
Pacific Life
Check out 5 strategies to help connect with clients and grow your life insurance business.
View our April Field News Monthly.
Learn about the $12 trillion financial need you may be overlooking.
Find out how to help your brand and build relationships.
Corebridge Financial
Check out our improved Term rates.
Look...Forbes ADVISOR recently gave 5 Stars to Select-a-Term.
IUL credited rates: Quarterly update.
American National
Download our newly updated Factfinder tool, simplifying the process of collecting critical information from your clients.
Check out sales ideas for small businesses.
Customize your client’s life policy with benefits & riders.
Symertra
Introducing Symetra’s Cancer Care Compass, offering a unique combination of cancer benefits and services to help live longer and healthier lives.
No one can predict what challenges the future will bring, but Symetra’s indexed universal life insurance (IUL) products can help clients prepare for them. Explore our producer guide.
Prudential
Check out our Trimester April Sales Ideas: Estate Planning Opportunities in the Political Debate.
Check out FlexGuard Life (IVUL), an innovative, highly customizable life insurance designed to meet clients’ unique needs.
Check out our cap and step rate changes to FlexGuard Life, effective April 15, 2024.
Mutual of Omaha
See you next time...The shopping trip to our Simplified Issue One-Stop Shop is coming to a close. However, our store is always open.
See why variety is our jam.
Legal General
See the opportunity you might be overlooking.
Principal
Don’t miss this business owner insights webinar.
Check out the new research showing what’s top of mind for your business clients.
Lincoln Financial
Looking for tools to help answer some of the top questions on the minds of investors?
Check out Lincoln’s Chief Investment Officer, Jayson Bronchetti.
View our latest edition of The Lincoln Leader (April 15, 2024).
If you have clients looking for growth opportunities, variable universal life insurance may fit their needs. Lincoln AssetEdge® VUL is a solution that offers more to clients, with investment options and the flexibility they need to reach their goals.
Allianz
Understand the risk that longevity can pose to retirement security.
Share how life insurance can help with tax diversification in our new video.
The 1040 tax return can be a valuable tool for your business, revealing potential opportunities for you to better serve your clients. Find out what you should look for.
Columbus
Turn your client's tax return into a sales tool.
Securian
Could you use a comprehensive hub of ideas to help clients maximize their assets and minimize their taxes? Look no further than securian.com/life-ideas.
Mass Mutual
Join Vern Carlson, MMSD Life National Sales Manager and Mark Drauschke, Head of UL and VUL Product Development, for a deep dive into the new accumulation Apex VUL product.
John Hancock
Tap into the employer market with Premier Benefit IUL.
See how you can use our robust living-benefits portfolio to customize your protection sales.
Listen to the latest episode of Hancock Talks where Mark Berry draws on over 20 years' experience to share how you can prepare clients for what many cite as their top financial surprise in retirement — taxes.
National Life Group
Check out our latest NL Edge Weekly News.
Check out our new Participating Declared Loan (PDL) type, which became available on March 30 (all states except NY).
Market compliantly in the 403(b) marketplace.
Final days to register for the June CPA Symposium. Reserve your seat today.
North American
Reserve your seat for: How the 2024 Election Could Impact Your Client.
Learn how Builder Plus IUL 3 can provide a balanced strategy for life.
Check out the illustrated rate changes for IUL policies.
Underwriting & New Business
Securian
Could you use a comprehensive hub of ideas to help clients maximize their assets and minimize their taxes? Look no further than securian.com/life-ideas.
Allianz
Understand the risk that longevity can pose to retirement security.
Share how life insurance can help with tax diversification in our new video.
The 1040 tax return can be a valuable tool for your business, revealing potential opportunities for you to better serve your clients. Find out what you should look for.
National Life Group
Check out our latest NL Edge Weekly News.
Check out our new Participating Declared Loan (PDL) type, which became available on March 30 (all states except NY).
Market compliantly in the 403(b) marketplace.
Final days to register for the June CPA Symposium. Reserve your seat today.
Prudential
Check out our Trimester April Sales Ideas: Estate Planning Opportunities in the Political Debate.
Check out FlexGuard Life (IVUL), an innovative, highly customizable life insurance designed to meet clients’ unique needs.
Check out our cap and step rate changes to FlexGuard Life, effective April 15, 2024.
Mutual of Omaha
See you next time...The shopping trip to our Simplified Issue One-Stop Shop is coming to a close. However, our store is always open.
See why variety is our jam.
Advanced Markets
Mutual of Omaha
See you next time...The shopping trip to our Simplified Issue One-Stop Shop is coming to a close. However, our store is always open.
See why variety is our jam.
Legal General
See the opportunity you might be overlooking.
Principal
Don’t miss this business owner insights webinar.
Check out the new research showing what’s top of mind for your business clients.
Lincoln Financial
Looking for tools to help answer some of the top questions on the minds of investors?
Check out Lincoln’s Chief Investment Officer, Jayson Bronchetti.
View our latest edition of The Lincoln Leader (April 15, 2024).
If you have clients looking for growth opportunities, variable universal life insurance may fit their needs. Lincoln AssetEdge® VUL is a solution that offers more to clients, with investment options and the flexibility they need to reach their goals.
National Life Group
Check out our latest NL Edge Weekly News.
Check out our new Participating Declared Loan (PDL) type, which became available on March 30 (all states except NY).
Market compliantly in the 403(b) marketplace.
Final days to register for the June CPA Symposium. Reserve your seat today.
Hybrid Products & LTC
Mutual of Omaha
See you next time...The shopping trip to our Simplified Issue One-Stop Shop is coming to a close. However, our store is always open.
See why variety is our jam.
Legal General
See the opportunity you might be overlooking.
Principal
Don’t miss this business owner insights webinar.
Check out the new research showing what’s top of mind for your business clients.
Lincoln Financial
Looking for tools to help answer some of the top questions on the minds of investors?
Check out Lincoln’s Chief Investment Officer, Jayson Bronchetti.
View our latest edition of The Lincoln Leader (April 15, 2024).
If you have clients looking for growth opportunities, variable universal life insurance may fit their needs. Lincoln AssetEdge® VUL is a solution that offers more to clients, with investment options and the flexibility they need to reach their goals.
National Life Group
Check out our latest NL Edge Weekly News.
Check out our new Participating Declared Loan (PDL) type, which became available on March 30 (all states except NY).
Market compliantly in the 403(b) marketplace.
Final days to register for the June CPA Symposium. Reserve your seat today.
Annuity Resources
Mutual of Omaha
See you next time...The shopping trip to our Simplified Issue One-Stop Shop is coming to a close. However, our store is always open.
See why variety is our jam.
Legal General
See the opportunity you might be overlooking.
Principal
Don’t miss this business owner insights webinar.
Check out the new research showing what’s top of mind for your business clients.
Lincoln Financial
Looking for tools to help answer some of the top questions on the minds of investors?
Check out Lincoln’s Chief Investment Officer, Jayson Bronchetti.
View our latest edition of The Lincoln Leader (April 15, 2024).
If you have clients looking for growth opportunities, variable universal life insurance may fit their needs. Lincoln AssetEdge® VUL is a solution that offers more to clients, with investment options and the flexibility they need to reach their goals.
