April 16, 2025
Webinar:
The Truth About Social Security: 10 Common Misconceptions
Social Security is a critical and complex program…paying out more than $1 Trillion in benefits annually to over 70 million Americans. Given Social Security's importance, concerns about its current and future state are understandable and misconceptions about how it works or how benefits are paid are unfortunately widespread. Join us to learn the facts behind 10 of the most common Social Security misconceptions.
Webinar:
Joe Ross presents Conversation Starters
Want to spark more meaningful conversations with your clients? Join us for a dynamic session with Joe Ross of Corebridge Financial as he shares 7 powerful “opening stories” designed to grab your client’s attention and naturally lead into impactful life insurance discussions. Whether you're looking to increase client engagement, build trust faster, or simply get your foot in the door—these proven conversation starters are the “table stakes” you can’t afford to skip.
Beginning April 28, fund changes will impact our life insurance, worksite, and institutional products before May 1 and require new materials. Read about our product fund changes effective prior to May 1.
Check out our enhancements to Accumulator Ascent IUL.
S&P 500 Index with Bonus: 9.5% cap with .75% bonus
Nasdaq-100 Index with Bonus: 9.5% cap with .75% bonus
Discover 10-minute takeaways to grow your business.
Introducing the Dual Directional Index Strategy for FlexGuard Life
Newly redesigned: SLAT brochure
Empowering Black Families: Breaking taboos and building wealth through open conversations
Prudential FlexGuard Life IVUL—Available in Indiana
Life Case Tracker enhancements
And more...
American National Discontinuing Life Insurance Sales. American National announced that they will stop writing new life insurance business to focus on annuities or other lines of business. Formal applications will be accepted through May 31, with July 31 as the last day to place policies in force. Please see their recent Agent Alert bulletin for key dates and details.
Help clients choose protection to fit their personal needs
IUL Express offers permanent life insurance with growth potential and a simplified issue process.
Check out our flyer to learn more about the ideal IUL Express client.
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
Whether waiting to buy their first policy, or holding off on converting to a permanent product, all of that waiting could end up costing your clients more money in the end. Show your clients the risks of waiting.
Empower your clients to discover the true value of life insurance.
North American offers two top-ranked indexed universal life (IUL) insurance products that lead the industry in competitive performance. Discover how each one can meet the different needs of your clients!
Take a look at the latest issue of The Lincoln Leader with the following articles:
Now available: Lincoln WealthBuilder IUL
Automatic notification or premium due and policy lapse pending
Updated web content helps clients prepare for the 2024 tax season
Guidance for Life and MoneyGuard underwriting quick notes
Let’s face it. Some people don’t like surprises, especially when it comes to a premium increase. Instead, they’d rather have a recurring payment schedule so they can build their budget and stick to it. That’s why Protective Lifetime Assurance UL delivers stable, predictable level-pay premiums, ensuring both you and your clients know what to expect from the policy — both now and down the road. See how Protective Lifetime Assurance UL can deliver permanent protection on a budget.
Wondering how to use PL Promise' life insurance products with your clients? Here's a sales idea you can put to work today to help grow your client relationships and unlock new opportunities.
Discover the power of implementing a more subtle sales approach.
Looking for Comp Down the Road? Real stability is fueled by a comp plan offering income … for life. Columbus Life comp includes lifetime payouts including trails on all in-force policies for life. Plus, beneficiary payouts and much more. It’s a great way to ensure income down the road.
Do you have a client with a special needs child? Help them plan today for a secure tomorrow. View our white paper on life insurance and special needs trusts.
Small and midsize businesses are an important part of their communities and play a key role in strengthening the U.S. economy. While business and financial planning may not always be top of mind, putting the right plans in place might be easier than you think.
We know business cases come with complex financial requirements. Discover our enhanced financial underwriting guidelines to make the process clearer and more efficient for you and your clients.
Introducing MassExpress, MassMutual's expanded accelerated underwriting program.
Now up to $2 million in coverage, MassExpress, MassMutual's Accelerated Underwriting Program, expedites the application process for qualifying clients by eliminating medical exams and labs, creating a streamlined experience.
What if a longtime client receives an offer for their business to be acquired and they come to you for advice—what might be their next step? Join North American and Marshall & Stevens, Inc., to learn how you can be an asset to your clients as they navigate mergers and acquisitions.
Diabetes is a significant condition that impacts underwriting decisions. However, with proper management, individuals with diabetes can still access coverage options at favorable rates. Understanding the nuances of diabetes types, treatments, and the timing of diagnosis is essential in navigating the insurance landscape effectively. For a more in-depth look at how diabetes is handled in insurance underwriting, be sure to check out our new
Condition-Related Marketing Flyer on Diabetes.
Many business owners prioritize life insurance to protect their families, but often overlook the importance of a Disability Buy-Sell Agreement (DBO), which ensures business continuity if a key owner becomes disabled. Learn how DBO insurance provides necessary funds for remaining owners to buy out a disabled owner's interest without straining business cash flow, safeguarding both the company's future and employees' livelihoods.
EquiTrust has made additions and enhancements to their fixed index annuity (FIA) portfolio to help you better meet client needs. Learn more about these new products and enhancements.
Do your clients have a Healthcare Cost Gap? Unexpected costs can pose a significant burden for may individuals and their long-term income strategy. This variable is a driving concern for 80 percent of near retirees who face a Healthcare Cost Gap. Do your clients have a healthcare cost gap? Help them identify these potential gaps when building out a retirement portfolio.
3 Mark Financial, Inc.
1600 Highway 6 Ste 400
Sugar Land, TX 77478
Call 888-533-6275
Site: www.3mark.com