March 5, 2025

This Week's Highlights & Events

Webinar: Expand Your Practice With Annuities

This afternoon, March 3rd at 2:00 pm Central

Join Ronnie Russell, Regional Sales Manager with American National, as he breaks down how to leverage annuities to grow your business and meet client needs. With Baby Boomers holding over 50% of wealth and $2 trillion in annuities coming out of surrender, now is the time to position these solutions effectively.

What You’ll Learn:

  • The growing market demand for annuities

  • How fixed and indexed annuities fit into financial strategies

  • Overview of ANICO’s annuity portfolio (FIA, MYG & SPIA)

  • Best practices for positioning annuities with clients

Life Insurance

Stay In The Loop. Check out our latest edition:


  • We're updating rates on select products

  • Flexible term coverage tailored for clients

  • Keep momentum going as Insure Your Love month wraps up

  • Download 2024 tax documents now — secure, easy and online

Do you have a client with a special needs child? Don’t let them leave the care of that child to chance. Help them plan today for a secure tomorrow. View our white paper on life insurance and special needs trusts.


How do you best help a client who is on a budget but may need lifelong protection? By allowing for a term conversion with our Nautical Term. Set up affordable term coverage today with the option to convert to permanent IUL in the future.

Help clients protect and fund their future at the same time. Give clients a competitive accumulation option they can depend on with our enhanced Eclipse Accumulator II Indexed Universal Life product. It offers immediate protection while keeping charges low to allow for accumulation potential and market resiliency.

Check out the latest Symetra Sales Flash:

  • SwiftTerm ® replaces Symetra Term for lower face amounts

  • Maximize policy growth potential with the help of a globally recognized index

  • Highlighting National Cancer Prevention Month in February

  • Symetra’s high-net-worth foreign national marketplace goes digital

  • Private split-dollar arrangements: An efficient way to transfer family wealth

Guide clients in unlocking the power of cash value life insurance and help them understand how it provides death benefit protection while offering the potential to accumulate cash value. This cash value can increase the death benefit and can also be accessed to help supplement retirement income and cover expenses such as college tuition, health care costs, and more.
Activate your latest sales idea by using the sales kit on the Trimester Sales Strategies site

Fall in love with learning
Register today to maximize the benefits of our comprehensive portfolio. Select sessions are also presented in Mandarin and Spanish.

  • Product deep dives

  • Uncovering sales opportunities

  • Advanced Sales concepts including CPE credit-eligible training

  • Retirement Sales strategies and best practices

  • Running and using illustrations (from basic to advanced design)

  • Field underwriting and best practices for app submission

  • New agent introduction to doing business with National Life Agent Portal

New year, new product, potential for new life insurance needs. It's the perfect time to reach out to clients to discuss life changes or see if you can help upgrade their current policy to one with living benefits. Order postcards from North American with your name and contact information to start the conversation. 

Discover the new, secure process for submitting and retrieving inforce policy documents. This process will protect sensitive information, ensure faster processing, and provide convenient access through the Agent Portal starting March 17. 

Take a look at the latest issue of The Lincoln Leader with the following articles:

  • Lincoln DesignIT Illustration Updates

  • ICYMI: Pricing Update - Lincoln LifeElements and Lincoln TermAcel

  • Enhanced safety measures for Lincoln's websites

  • Updated web content helps clients prepare for 2024 tax season

  • And more...

Underwriting & New Business

Advanced Markets

Join the Advanced Markets team as we talk through RISR - the recently launched comprehensive business owner engagement platform.

Hybrid Products, LTC & DI

Asset Care 2024 in 2025. As your new One America Financial Account Management team we're kicking of the year by making sure all our key distribution partners have all the tools needed while we continue our Asset Care 2024 product rollout.

California Life Training Requirement - New life insurance training is required. Please review the corporate compliance bulletin for details.

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Rates for some OneAmerica Financial company products changed February 15. Review the rate changes that recently took effect.

Annuity Solutions

3 Steps to a Better Retirement Income Plan Guarantee

An important part of the retirement income planning process is to organize thoughts around cash flow needs and whether or not the spending is essential or non-essential. A good place to start with this approach, is by running finances through an income hierarchy chart. This can help map out the different expenses you might expect (as well as those you may not) throughout retirement. Use our guide to help your clients build a better retirement income plan.

Guarantees. Every step of the way.

As you help your clients navigate life's ups and downs, ensuring financial security for their tomorrows becomes paramount. That is why we are proud to present VantagePoint – a multi-year guaranteed annuity (MYGA) product that offers a unique combination of safety and guarantees every step of the way. The VantagePoint MYGA offers fixed-rate returns over multiple years, keeping your clients on track despite any market fluctuations and ensuring a steady income stream. Explore rates and resources.

Simplicity with Upside Potential

American National’s Rate Certainty Annuity focuses on a single index - the S&P 500 Dynamic Intraday TCA Index with 4 accumulation-focused crediting strategies. See how this this product stands apart, with 3 performance trigger strategies using just one S&P Index. Rate Certainty Annuity simply and safely puts your clients in the driver's seat of their financial future. 

3 Mark Financial, Inc.
1600 Highway 6 Ste 400
Sugar Land, TX 77478

Call 888-533-6275

Site: www.3mark.com

Copyright 2024. All rights reserved 3 Mark Financial, Inc.