PRODUCER ESSENTIALS
August 13, 2025
This Week's Highlights & Events
🔥 LifeCare Bonus is Here – Earn Up to 41.25% More!
From Aug 1 – Dec 31, 2025, John Hancock is turning up the heat on LifeCare sales! Place your first 5 qualifying cases and get an additional 27.5% on target premiums—hit 6 or more and watch it jump to an additional 41.25%. Bigger sales. Bigger payouts. Limited time. Check out he details.
Life Insurance
Check out your August sales idea. Business owner clients can often delay critical planning due to the demands of running a business in today’s fast-paced world. But you can help them understand why planning for the future of their business is essential for:
The overall financial well-being of their business and their personal plan
The financial security of their family and employees
Ensuring the legacy of their business extends to future generations
In real life, retirees are often concerned with running of money after their working years. Who is going to pay their expenses when their life savings are depleted? With our Life Protection Advantage IUL policy, we can help alleviate these worries. This product provides death benefit protection and can also help supplement retirement income for your clients. Take a look at our Sales Idea to find out how.
Who doesn’t love to work more efficiently? Lucky for you, North American’s web-based software can help make running illustrations easier and faster. Join our August learning session focused on Builder Plus IUL 4 to see the most common solves and how they can benefit your clients.
Check out our webinar replay - Rising to meet life's complex needs. We loved sharing how we're enhancing our processes and resources for you and your clients. Our team is working every day to continue rising beyond expectations and welcome any feedback you may have for us.
View the latest issue of The Lincoln Life Leader featuring:
Now available in Indiana and Montana - Lincoln MoneyGuard Fixed Advantage
Lincoln variable universal life and MoneyGuard Market Advantage investment option updates
New Business form updates
Update to EFT draft notification letters and financial professionals Consumer registration process updates
We’ve maximized the value a term solution can offer clients to help them secure what matters most — and are introducing lower Protective Classic Choice term prices once again.
Plus, we've enhanced our underwriting process to expedite policies under $1 million and improved the application process, ensuring a more streamlined experience for both agents and clients. Read the transition rules.
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.
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 factsand tips.
Help clients reduce risk of poor market timing.
Check out these two new videos that address why doing business with Corebridge should give you and your clients peace of mind:
Corebridge Partners Group
Help clients reduce risk of poor market timing.
Check out these two new videos that address why doing business with Corebridge should give you and your clients peace of mind:
Stay up to date with The Scoop, driving you to the latest articles on our dedicated distributor website so you'll never miss a beat. Our latest issue features:
Stay up to date with The Scoop
Help boost your agents' senior sales with new longevity credit program
VUL Survivor target premiums increasing soon
Less juggling, more productivity
SecureCare's PDA Agreement launch center
Underwriting & New Business
Advanced Markets
Hybrid Products, LTC & DI
Check out tax-efficient LTC strategies for affluent clients.
The Premium Deposit Account Agreement (PDA) is now available to add to our SecureCare product line. By adding the PDA to their existing SecureCare policy, clients can fund their multi-pay policy with a single lump-sum payment into the account, which will then automatically pay their remaining annual premiums. This is a great option for clients with multi-pay policies who want to "set it and forget it."
Master the basics of DI Field Underwriting. Watch and learn how better field underwriting leads to stronger client outcomes and smoother approvals.
Annuity Solutions
Help clients secure guaranteed retirement income for life with Symetra Income Edge.
Why Use the Symetra Income Edge with GLWB Rider:
Guaranteed Lifetime Withdrawals – Income that never runs out, even if the contract value reaches zero.
Rising Income Potential – Clients earn higher withdrawal percentages the longer they wait (up to 15.4% lifetime withdrawal rate possible).
Level or Index-Linked Options – Choose between steady or potentially increasing income.
Protection from Market Volatility – No matter how markets perform, their income remains secure.
Success Story: A 65-year-old client who deferred withdrawals just 2 years secured an 8.40% withdrawal rate — a powerful income stream for life.
View the Full Withdrawal Percentage Charts.
Use the Protected Income Calculator to easily show clients the value of lifetime income.
We're excited to invite you to two exclusive webinars showcasing American National’s latest innovations in fixed index annuities. These sessions will give you the tools to better serve your clients and position yourself for success:
3 Mark Financial, Inc.
1600 Highway 6 Ste 400
Sugar Land, TX 77478
Call 888-533-6275
Site: www.3mark.com