PRODUCER ESSENTIALS
July 16, 2025
This Week's Highlights & Events
Hot Summer Bonus: Boost Your Earnings with SwiftProtector!
From May 1 through August 31, 2025, producers 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
Life Insurance
Retirement can have pitfalls. Some are specific to women. Do your female clients know the challenges they may face in the future? Help them understand and address their situation with our special flyer featuring facts and tips.
Help clients personalize their life insurance coverage with built-in and optional riders.
See how policy delivery for Foreign National clients is now easier. Check out our Limited Power of Attorney (LPOA) for Foreign Nationals.
Listen to the latest insights into combating food insecurity with Josh Trautwein.
Offer your clients an outstanding option to reinforce their financial future. Our newly enhanced Accumulation VUL provides a compelling combination of strong tax-deferred cash value accumulation and cost-effective death benefit protection. Discover how this innovative product can deliver remarkable value.
Check out our enhancements to VUL Survivor.
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.
July is Chronic Disease Month. Check out how our Chronic Care Advantage Rider can help.
Check out our latest Sales Flash featuring:
New version of Accumulator Ascent IUL
SwiftProtector: It’s all in the name
Living benefit riders add more “life” to life insurance
New summary available on Symetra IUL illustrations
Informal vs. formal applications: Pick the right path and save time
Drive momentum with a diversified choice of index options.
Engage clients today and help them discover the benefits of gifting. Holistic legacy plans that include a gifting strategy can help clients ensure that their wealth gets passed on to their loved ones, while potentially reducing their taxable estate.
Leverage National Life Group's marketing resources.We are excited to focus on materials that can help drive your success. This week, we are focusing on the materials and resources we offer that are designed to support and empower you.
Infographic: Explore our detailed infographic that highlights some of our most used resources. This quick reference guide provides some insight into how to leverage the resources and where to find them.
Article: Read our comprehensive article that delves into the various resources available. From the most used resources to our numerous eKits, this article provides valuable insights into resources that can enhance your understanding and effectiveness.
Social Post: Impactful content you can leverage to drive awareness and education on various social platforms.
See the top 5 reasons life insurance should be part of every woman's financial plan
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.
Take a look at the latest issue of The Lincoln Leader featuring:
Reminder: Lincoln WealthAccumulate2 IUL closing new sales
ICYMI: Updates to products available for late duration term conversions
ICYMI: Now effective
Extended: DCA 8% Fixed Account Enhanced Interest Rate Program for the Lincoln AssetEdge VUL Suite
Now effective: DCA 10% Fixed Account Enhanced Interest Rate Program for lincoln MoneyGuard Market Advantage Effective July 1, 2025, through December 31, 2025
Have you registered for the Lincoln Producer Website
Access Your Client Correspondence Online
Protective is extending our Classic Choice Term Business Contest by an additional month.
The submission deadline for Classic Choice Term business is now July 31, 2025 (previously June 30).
Classic Choice term policies submitted between June 1 and July 31 must now be in force by September 30, 2025 (previously August 31).
American National has officially stopped writing new life insurance business as of May 31, 2025. Continue reading to ensure you have the information and support you need during this transaction.
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
Think that case is too complicated? Think again. Register for our webinar on Tuesday, July 29, as we dive deep into impaired risk cases.
Advanced Markets
Check out the latest edition of one of our most popular resources – the Q&A Annuity Advanced Markets Book. This complimentary guide is packed with insights to help you navigate complex topics, including contract structure, IRAs and qualified retirement plans, taxation, estate planning strategies, and more.
It also features the latest annual adjusted inflation values and key information to support you in doing business with us.
Hybrid Products, LTC & DI
Why Summer Is the Perfect Time for DI Conversations: Income protection through disability insurance ensures your clients can continue paying for essentials if illness or injury prevents them from working. With 1 in 4 workers facing a disability before retirement, DI is a critical part of any financial plan. Summer is an ideal time to review existing coverage, identify gaps, and help clients strengthen their protection. NorthCentral DI is here to support you with case design, illustrations, and pre-screens to make these conversations easy.
Discover why long-term care insurance is more than just a policy - it's a lifeline your clients can't afford to overlook. Be on the lookout for upcoming materials as we kick off our latest LTC Sales Campaign!
Annuity Solutions
Protected growth made simple – meet Sage Accumulator FIA. Sagicor’s newest solution is launching July 15. It is designed specifically for the growing Peak 65 market. As millions of Americans turn 65 in 2025, they’ll be looking for professional guidance on how to safely grow their retirement assets. Sage Accumulator FIA is built with this moment in mind — providing a clear, no-fee, accumulation-focused solution.
Introducing the Ultra Advantage FIA. We’re excited to announce the launch of the Ultra Advantage Fixed Index Annuity — the first FIA offering from United of Omaha, backed by Mutual of Omaha’s more than 100 years of trusted service and financial strength. This new single premium deferred FIA is designed to provide both growth potential and downside protection, giving your clients the confidence to plan for retirement. Empower Your Clients With More Choice and Confidence. Download the updated marketing materials and see how Ultra Advantage FIA can be the next step in growing your business with a name your clients already know and trust.. View the Product Highlights and view the FAQs.
3 Mark Financial, Inc.
1600 Highway 6 Ste 400
Sugar Land, TX 77478
Call 888-533-6275
Site: www.3mark.com