PRODUCER ESSENTIALS

June 25, 2025

This Week's Highlights & Events

👀🔥Hot Summer Bonus: Boost Your Earnings with SwiftProtector!

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.

Why SwiftProtector?

Competitive premiums + accelerated underwriting = fast closes

Cash value potential + strong protection = easy client conversation

Every paid case = more bonus dollars in your pocket

Key Dates and Details:

Promotion runs: May 1 – August 31, 2025

Bonuses paid monthly based on paid business

No registration required — just write and win

Time’s ticking! This limited-time bonus ends August 31.

Life Insurance

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.

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. See how your clients can extend the duration of life insurance coverage beyond their PL Promise Term1 policy–with no new underwriting required.

Are you one of 4,700 that have helped clients lock-in gains?

Explore the benefits of the Allianz Life Accumulator IUL and help your clients visualize how protection and growth can work together to meet their goals.

Reach your next level with Indexed Explorer Now.

Check out our product Client Guide. Available in 7 + languages.

Your Summer Success Check-In: Check your 2025 reward standings and keep pushing...

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.

Explore LifeCare’s modern approach to hybrid insurance.

Tune in to our latest episode of Hancock Talks, where we’re joined by Adrienne Penta, a nationally recognized expert in estate planning, family governance and multigenerational wealth education. Adrienne shares essential insights to help you guide your clients through the anticipated $70 trillion wealth transfer to the next generation.

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.

Ready-to-sell check feature now available in MMSD Portal.

Check out our MMSD Webcast: New UL Guard/SUL Guard product launch call recap.

Increase your summer sales with SwiftProtector.

New version of Accumulator Ascent IUL coming soon...

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

June Trimester: High-Net-Worth Client Concerns
FlexGuard Life materials updated for July 2025 changes
eDelivery expanded to include trust and entity ownership
Upcoming launch: Express Imaging Services for enhanced APS ordering
Licensing and Appointments – Updated Confidential Data Sheet (CDS)
Worksheet PDF form packages update for EssentialTerm products
New business forms revisions for VUL Protector 2025 product revision
New business forms revisions for EssentialTerm Plus and EssentialTerm Value products
Webinar: VUL Protector Product Enhancements
And more

See how our IULs help so you don’t strike out.

Check out our flyer to learn more about the ideal IUL Express client.

From customizable marketing materials to powerful sales tools, our Marketing Hub has everything you need to differentiate your message and drive results. Visit our Marketing Hub.

Save time and sell more.

Check out our increased premium limits on all IUL products, along with raised retention limits on select products. These changes put us in an even better position to support your large cases and meet the diverse needs of your clients.

Turn big opportunities into big wins.

Unlock faster, easier wins on complex business cases.

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

ICYMI: Extended: Lincoln VUL DCA Enhanced Fixed Account Rate Program for Lincoln AssetEdge VUL Suite (Reprint)
Coming Soon: DCA 10% Fixed Account Enhanced Interest Rate Program for Lincoln MoneyGuard Market Advantage® (Reprint)

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.

Underwriting & New Business

Struggling with tough cases? We’re saying “yes” more often.

Advanced Markets

Check out our Advanced Markets - June Market Minute Replay featuring:

Qualified Charitable Distributions (QCDs) into your clients' financial plans
Upcoming Advanced Markets Webinar: Strategies for FIA
Advanced Markets Gateway: Monthly Webinar Training

How will your business-owner clients leave their estate? Can your clients successfully transfer the assets they have worked a lifetime to accumulate? Utilize our ready-made Business Owner Life-stage Design (BOLD) resources to help your clients prepare an estate plan that fits their future.

Check out our Advanced Markets News for June, 2025.

Join us for a special event webinar with Corey Luke, AVP Head of Life Advanced Markets and Business Development; and Austin Bichler, AVP Actuary. They will cover our newest initiatives to help you bring more business in the door – including:

Our new Global Citizen Program
Our exclusive Underwriting Risk Class Upgrade Program, for eligible clients (It’s back!)

And those aren’t the only reasons we’ll have for doing business with Allianz Life Insurance Company of North America (Allianz) – So don’t miss out.

Hybrid Products, LTC & DI

Use our Having Conversations that Matter Flyer as a quick reference resource to help ensure you don’t miss any indicators of a possible need.

Bringing Our Purpose to Life: Announcing Our Sponsorship of PBS’s Caregiving.

Join Advanced Strategies Directors as they walk through how you can pay long-term care premiums using the company checkbook. Don’t miss this chance to learn a practical, tax-efficient strategy that could make a big difference for your clients.

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.

Annuity Solutions

Elevate Your Client's Savings with the VantagePoint MYGA + Bonus Rider, offering a powerful combination of guaranteed growth, safety from market volatility, and tax-deferred interest accumulation. Now enhanced with the Partnership Propel Bonus Rider, this product becomes even more compelling.

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.

It can pay to delay....Show your clients how to take control of their IRA and it's taxes with a QLAC..

Discover Palladium MYG MAX...

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.