June 19, 2024
Tune In for an unmissable Foreign National Cyber Chat!
Join us for our exclusive 3 Mark Foreign National Cyber Chat featuring Chuck Perrault, Director of Advanced Planning, and Curt Keehr, Director of Life Underwriting at Prudential, as they take center stage.
Don't forget to check out our other Foreign National Cyber Chats on 3Mark.com!
"Connelly Decision from Supreme Court & Impact on Buy/Sell Agreements"
The Supreme Court’s recent decision in the Connelley vs Internal Revenue Service will impact how buy/sell agreements can be structured moving forward. Tune in to hear John Hancock’s Carly Brooks discuss what we know today and how can address these changes moving forward.
Check out Symetra's new SwiftProtector IUL, offering cost-effective, guaranteed death benefit protection that’s fast, easy and online.
See how Symetra's new SwiftProtector IUL compares to their Protector IUL.
Are you ready to take your social media strategy to the next level and drive business growth? Unlock the power of social media metrics. Register for one of the the following webinars: 6/25 or 6/27.
Show your clients the peace of mind that comes with life insurance with living benefits.
Check out our June 7th snapshot of market performance and economic commentary.
Read 'What We're Hearing'. Timely market insights from our network of industry experts.
Check out the latest issue of The Lincoln Leader: Here's a snapshot of what's inside:
Coming Soon - Fixed and Indexed Account Rate Improvements for Lincoln WealthAccelerate IUL
Lincoln VUL Dollar Cost Averaging Fixed Account Rate Program - Extended
Lincoln will decommission the LifeComp Administration Platform
Now available - Lincoln eSubmission Portal on the Prospect View and navigation changes to Lincoln Producer website
Coming soon: New online claims portal.
Reminder: Have you seen the updated pricing for our NY IUL product?
Offer growth potential that’s stronger than ever with Protective's newest model portfolio.
Many individuals have a history of giving to their favorite charity, and they may want to make sure that these gifts continue should they die prematurely. Check out the client guide from Pacific Life. It discusses how using life insurance may be a way for charitably-inclined donors to complete their expected lifetime gifts to a charity.
Risky Business: Why Insuring Retirement Income Solo Is a No Go.
Our industry is under attack...Compromised information, account takeovers and other fraudulent activity cost billions. See how you can stay vigilant and protect your clients and your practice in a valuable article authored by Lisa Fangman, Sr. Vice President of Insurance Operations.
Learn about the consequences of real-world market volatility on the policies you're selling, and how IUL really works, in What Goes Up... Must Come Down: Little-Known Index Concepts.
On your next VUL case, show your client how Protection VUL can offer guaranteed death benefit protection that is cost-effective and customizable to meet their specific needs — with overall value that stands out.
We are excited to share the first in a series of success stories from MassMutual Strategic Distributors, beginning with a concerned business owner who replaced their Indexed Universal Life Insurance (IUL) policy with a MassMutual 10 Pay Whole Life Insurance solution. View our flyer and motion graphic to learn more about the client’s journey in seeking the right solution with whole life.
Reduce time and exceed client expectations when you use our Fluidless Underwriting Program. Mutual of Omaha’s Fluidless Underwriting Program, allows clients to bypass the initial paramed exam for face amounts between $2,000,001 and $10,000,000.
Over the past several months, we have been highlighting our Advanced Markets Business Solutions with a series of short videos. Here is the entire series for quick & easy reference.
Although our company has not experienced a data breach, we remain aware of breaches in the news and understand that producers, who safeguard large amounts of personally identifiable information, are often targeted. Please follow these important best practices to continue protecting your (and your customers’) data and personal information.
Help your clients understand the benefits of a split dollar arrangement.
Check out our updated Blueprints to Black Wealth Playbook which now includes new materials focused on small business protection an d much more.
Clients today have several needs when looking for a long-term care insurance policy. Learn about the optional benefits offered within our policies.
Check out our 2023 OneAmerica Financial Annual Report, and corresponding video that helps demonstrate our compassionate care to agents and clients. With every conversation, and in every moment, we’re here for our customers. That’s our commitment. And our promise.
OneAmerica Financial is sharing some exciting news to enhance your playbook. We proudly unveil improvements to both Annuity Care and Indexed Annuity Care products, effective immediately. Take a look.
Cash to compensate those who provide care: Join us for an upcoming webinar on 06/20/2024 to learn more about receipt-free benefit options. This unique feature allows clients to pay for care directly, or access cash to compensate caregivers. Find out how this option helps clients set their preferences for care with loved ones.
June is Annuity Awareness Month. Annuities can play an important role in your clients' portfolios with full or partial protection from loss, tax-deferred growth and lifetime income. As a financial professional, you regularly encounter people who may benefit from adding an annuity to their portfolio. Share our "Different types of annuities explained" insight with your clients to learn more about each type of annuity and which one may be a good fit for their portfolio.
Can sequence of returns make or break a portfolio? Share our "How sequence of returns can make or break a portfolio" insight with your clients to learn more about the impact of positive and negative returns.
Have clients who need income now and income later? Explore the split annuity strategy. It uses a MYGA and SPIA to solve both objectives.
Do you have client's with unwanted RMDs? Do you have clients that complain every time you bring up taking RMDs? They don't need them & they don't want them. Get familiar with the qualified longevity annuity contract (QLAC) feature of the Integrity Incomesource Select DIA and slow RMDs and taxes that come with them. This brand-new case study shares why you might consider a QLAC for your clients as well as a tax savings example.
3 Mark Financial, Inc.
1600 Highway 6 Ste 400
Sugar Land, TX 77478
Call 888-533-6275
marketing@3markmarketing.3mark.email
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