PRODUCER ESSENTIALS
June 18, 2025
This Week's Highlights & Events
Webinar:
A Fresh Way to help your Clients Create Tax-Free Retirement Income
Tomorrow, Thursday, June 19 at 2:00 pm Central.
Looking for a fresh way to help your clients create tax-free retirement income? Join us for a quick, high-impact webinar, where we'll introduce the Stream Plan, a powerful strategy using OPM (Other People's Money) to fund life insurance and build tax-free income streams for your clients.
Life Insurance
Unlock faster, easier wins on complex business cases.
The youngest generation of life insurance customers doesn’t just have a different set of financial goals. They have a completely different language. Our campaign helps you speak on their terms about term life. Check out our Dispel Millenial Myths Campaign in a Box.
Limited-time offer to earn gift cards and chances to win one of three $1,000 prizes. Compete to earn more this June with Protective Classic Choice term.
Discover the latest Protective Classic Choice term enhancements.
Help non-U.S. citizens secure their future and protect their loved ones with life insurance.
Market drops don’t have to affect your clients. Make sure your clients (and prospects) know about our powerful feature made for markets like this.
Grow your business in multicultural markets. At Allianz, we offer a suite of resources targeted to multicultural communities, a call center offering support in over 200 languages,1 and translated product and company materials.
Check out our exciting new sales concept for protection IUL.
See how policy delivery for foreign national clients is now easier...
Retirement Conversation Starters for Millennials, Gen X, and Baby Boomers.
Low charges. Higher opportunity. How Eclipse Accumulator II IUL can benefit your clients.
What’s a good way to pass an IRA to the next generation? Clients don’t need their IRA distributions? Nice problem to have. Help them pass it to the next generation tax-free.
Discover the secret to amplifying your clients' charitable gifts.
New version of Accumulator Ascent IUL coming soon...
Speed up your life with SwiftProtector.
👀🔥Hot Summer Bonus: Boost Your Earnings with SwiftProtector!
This summer, writing SwiftProtector with Symetra just got even more rewarding.
From May 1 through August 31, 2025, you’ll earn a 10-point marketing allowance bonus on every paid SwiftProtector policy, based on the annual first-year target premium.
Time’s ticking! This limited-time bonus ends August 31, so now’s the moment to accelerate your SwiftProtector sales and cash in.
Your sales idea for June is here: High-net-worth clients’ unique challenges need suitable strategies. For these clients, life insurance can play a powerful role in helping provide
financial protection. It can be a valuable addition to their overall financial
plan by offering them death benefit protection and the versatility to help them
achieve other key planning goals. Activate this sales idea by using the sales kit on our
Trimester Sales Strategies site.
Our Simplified Issue insurance products are exactly that – simple. They offer streamlined underwriting and application processes, which means policies are issued faster, and you get paid sooner. It’s a win-win — helping you cover more bases in less time. Step up to the plate.
Head to mutualofomaha.com/simple and start selling now.
Check out North American's June newsletter featuring:
Non-underwritten conversions now available on SimpleSubmit
Competitive products, winning offers
Are you missing out on high-net-worth sales?
Can't miss webinars
5 reasons life insurance is essential for women
Take a look at the latest issue of The Lincoln Leader featuring:
Extended: Lincoln VUL Dollar Cost Averaging 8% Fixed Account Rate Program for Lincoln AssetEdge VUL Suite
Coming Soon: DCA 10% Fixed Account Enhanced Rate Interest Rate Program for Lincoln MoneyGuard Market Advantage
Access Your Client Correspondence Online
Read the latest Principal Product and New Business Underwriting News.
Term Product Change: For clients age 65 and above, our term insurance now requires a minimum face amount of $1 million. However, we understand that certain situations, such as buy-sell arrangements, may require lower face amounts. For these cases, check out our exception process in place to accommodate your clients' specific needs.
Business protection remains the #1 priority for business owners, with 58% having a plan in place
Key employee benefits has dramatically risen from 7th to 3rd most important priority
65% of owners want to add more key employee benefits
Underwriting & New Business
Advanced Markets
Are you working with or have referrals for high-net-worth foreign national (HNWFN) clients? Don’t miss the recent updates we’ve made to our HNWFN market program, including:
New minimum policy size for term: Symetra Term’s minimum face amount is now $1.5 million.
Policy solicitation and delivery: Paper and/or electronic applications and forms must now be completed, signed and dated by the insured and policyowner (if different) while in the U.S.
Updates to our country list: Please review the current list of eligible countries in our program guide.
Hybrid Products, LTC & DI
June is Alzheimer’s & Brain Awareness Month — a powerful reminder of how long-lasting and emotionally complex care needs can become, especially in the face of progressive conditions like Alzheimer’s and dementia. Join us for a special live webinar that focuses on how to prepare for the long road of care — with a unique solution that never runs out.
School is out, time to talk income protection. As the season heats up and school lets out, it's a great time to help your clients avoid the most overlooked risk: income disruption. Though vacations and sports are top of mind, an unexpected illness or job loss can quickly derail financial plans. Use this moment to:
With Mutual of Omaha's LTC product, you can offer more than a policy-you can offer peace of mind across generations. Now is the time to help your clients break the cycle of reactive caregiving and build a proactive plan.
Annuity Solutions
June is Annuity Awareness Month, which is all about bringing attention to annuities and how they can take your clients' financial futures above and beyond! Your clients may have questions when it comes to adding an annuity to their portfolio. Share MassMutual Ascend's "The Truth about Annuities" video with your clients to break down some common myths about annuities.
Boost your clients’ growth potential with Smart Start Accumulator Series from American National. We’re excited to announce the launch of American National’s Smart Start Accumulator Series — two single premium fixed indexed annuities designed to give your clients a powerful head start in building their financial future. Start smart — give your clients the growth potential and security they deserve.
The "4% "Rule? We may be able to do better. Having enough income to last a lifetime is a cornerstone of retirement planning. The Global Atlantic Income 150+ SE fixed index annuity offers multiple ways for clients to grow retirement income — see how they may be able to do better than the traditional “safe” 4% withdrawal amount. Continue reading.
3 Mark Financial, Inc.
1600 Highway 6 Ste 400
Sugar Land, TX 77478
Call 888-533-6275
Site: www.3mark.com