PRODUCER ESSENTIALS

May 21, 2025

This Week's Highlights & Events

Webinar:

Income, Legacy, Flexibility

Discover how North American’s new Protection Builder IUL 2 is more than just life insurance — it’s a tool for growth, flexibility, and long-term client value. With guaranteed death benefit protection to age 120 and strong cash value accumulation potential, this next-gen IUL is designed to meet today’s planning needs.

Whether you're looking to maximize protection, generate income, or unlock new sales conversations, this webinar will give you practical insights and producer-ready case studies to put into action.

Webinar:

Sales-Driven Strategies for Today's Whole Life Market

RESERVE MY SEAT

Looking for new ways to grow your life insurance business? Join us for a high-impact session, where you’ll walk away with sales ideas you can use right now. These strategies are built around two new Whole Life products from Assurity that offer flexibility, strong guarantees, and competitive pricing—designed to meet the evolving needs of your clients and help you grow your business..

Life Insurance

Learn about Endangered Species Day 2025: May 16th...

This summer, help your clients give the kids they love a lifetime of protection with Children's Whole Life.

The new FlexLife launches May 31, 2025.

Elevate Your Skills: Join National Life's May Training Webinars

Unlock new knowledge with National Life's training opportunities. Register today to maximize the benefits of their comprehensive portfolio:

Product deep dives
Uncovering sales opportunities and the art of the sale
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 & the Agent Portal

Share our new educational video with your network to help start the life insurance conversation in a whole new way and help influence how your clients think about their financial future.

North American Chief Distribution Officer, Jared Gwin, was recently featured in Aspire Magazine sharing his valuable insight around the growing interest in life insurance among Gen Z, emphasizing the need for financial professions to adapt their strategies to engage this tech-savvy audience. Check it out.

Run illustrations quicker and easier...

Take a look at the latest issue of The Lincoln Leader featuring:

Now available: Lincoln WealthBuilder ECV IUL
Indexed Account Analyzer Tool now available for Lincoln WealthBuilder ECV IUL
Now available in Montana: MoneyGuard Market Advantage
ICYMI: Lincoln VUL and MoneyGuard Market Advantage investment option updates
Lincoln MoneyGuard online interview process updates
Term integrator replacement workflow updates
The Lincoln Playbook
New business form updates

See how our business solutions just got faster, simpler, better.

Based on industry trends and your feedback, we've made enhancements to our business-owned term life insurance offerings, making it easier for you and your advisors to help clients meet their ambitious goals. Register for our webinar on Tuesday, June 3, as we dive deeper into business cases.

Compete to earn more this June with Protective Classic Choice term. From June 1-30, 2025, take advantage of an exciting opportunity to win cash prizes for your Protective Classic Choice term sales.

Discover the latest Protective Classic Choice term enhancements.

What challenges are your Business Clients facing?

Discover PL Promise GUL and see what Promise GUL can do for your clients.

Understanding women’s unique needs and perspectives can be key to unlocking more sales opportunities. Don't overlook this growing group of financial decision-makers.

Navigate market uncertainty with Allianz.

Retirements are changing. The financial industry is changing. What about you?

Partner with a carrier that covers the board when it comes to real products … real support … and real strength. See how with our 12-point, easy-read, support piece.

View a new video that showcases 5 fast retirement facts. Share it with clients to kick-start retirement planning conversations.

Corebridge’s Underwriting Sweet Spots – More Clients May Qualify for Best Class.
Looking to secure better offers for your clients? Corebridge has flexible underwriting sweet spots that can help you do just that. From more lenient treatment of family history and cholesterol to favorable consideration for mild anxiety, pre-diabetes, and even occasional cigar or marijuana use—your clients may qualify for best class rates even with common impairments.

👉 Explore the full list of sweet spots and get ahead in your next case.

Watch for Corebridge at the 107th PGA Championship.

Show clients how life insurance can help with medical expenses.

Help clients protect their retirement distributions from taxes. Walk your clients through The Tax Dilemma flyer to help them see if adjustments can help provide greater control of the taxes they'll pay.

Check out our SIWL Bonus video.

Check out the latest Spotlight: The latest news and updates from John Hancock Insurance.

Learn how your eligible John Hancock Vitality members can access special discounts on a Nutrisense membership.

Unlock greater value with LifeCare’s higher benefits.

Elevate your clients' financial planning with our multi-pay hybrid solution.

Optimize performance with built-in diversification and overweighting.

Volatile markets? Don’t sweat it...

Elevate your clients’ overall financial strategy.

Variable product fund substitutions and other changes April 25-28.

~~Take a look at our new educational tool: What’s behind the “I” in IUL?~~

Check out our latest Sales Flash featuring:

SwiftTerm ® reprice: New season, new rates
Two more reasons to choose Accumulator Ascent IUL
Your one-stop shop for term
Is it time for a policy review?
Updates to Symetra’s GoodLife Rewards program

Discover 10-minute takeaways to grow your business.

Here’s what’s new this week in Life Essentials...

May Trimester: Estate planning—What’s on the Horizon?
Advanced Planning Insights: Understanding Cross-Purchase Arrangements using an ILLC
A new era in tax planning is on the horizon
New Blueprints materials on Generational Wealth available now
einterview reminder emails
Speed up ExamOne life insurance applications with text messaging

Help Business Owners Stay Ahead of the Curve - Principal's Business Owner Insights 2025. Principal’s 2025 Principal Business Owner Insights survey revealed compelling data that can help you guide your discussions with Business Owners.

Check out the latest Principal Product and New Business Underwriting News.

Underwriting & New Business

Looking to secure better offers for your clients? Corebridge has flexible underwriting sweet spots that can help you do just that. From more lenient treatment of family history and cholesterol to favorable consideration for mild anxiety, pre-diabetes, and even occasional cigar or marijuana use—your clients may qualify for best class rates even with common impairments. Explore the full list of sweet spots and get ahead in your next case.

MassMutual Underwriting now using Swiss Re Life Guide....

Let us be your go-to for large case underwriting

Advanced Markets

With potential tax changes on the horizon, now is the time to talk to clients about evergreen estate planning. The Tax Cuts and Jobs Act of 2017 introduced temporary benefits, but with the current legislative activity, it appears that an extension or enhancement of these advantages is likely. Help clients capitalize on the current landscape while preparing for future shifts.

To differentiate employers in attracting, retaining, and motivating top talent, life insurance can be a valuable incentive for key employees. Join us for a discussion of two popular strategies for deploying life insurance as a compensation tool: Key employee bonus and split-dollar: Compensation strategies using life insurance.

Hybrid Products, LTC & DI

Use our 2025 Cost-of-Care Brochure as a conversation starter, a planning guide, or as part of your full presentation toolkit.

Use Mutual of Omaha's Cost-of-Care Calculator Empower your clients with knowledge-start the conversation with the right tools.

May is Disability Insirance Awareness Month: Disability insurance is often overlooked, but it plays a critical role in protecting income and providing financial stability when illness or injury strikes. NorthCentral DI highlights why this coverage matters—and how you can help clients identify potential gaps in their protection.

Annuity Solutions

Want to know how top producers are closing more annuity business? Check out the simple allocation strategy top producers are using. It comes down to a simple and strategic allocation that’s driving real results. By blending Lincoln’s Trigger and Participation accounts, advisors could have averaged 6.8% returns over the past 15 years—a compelling story that’s helping them win more clients..