August 14, 2024

This Week's Highlights & Events

Watch our exclusive Foreign National Cyber Chat with John Hancock!

Don't miss our conversation with Carly Brooks, Head of Advanced Markets, and Sue Pirog, Managing Senior Underwriting Director at John Hancock.

"Allianz IUL Enhancements and Sales Ideas"

Look under the hood of three new uncapped index options.

Explore our Index Lock updates.

Learn about the updates to our Risk Class Underwriting program.

Plus, we'll discuss two sales ideas you can bring to your clients today!

WATCH RECORDING

Life Insurance

Check out our hypothetical case study to see how you use PL Promise GUL life insurance with your clients.

What unique challenges do unmarried couples have in planning their estates? See how to turn these challenges into opportunities using life insurance.

Use Instagram to help market your life insurance business.

What makes Allianz Life Accumulator so different? Watch our quick video. Innovative features, flexibility, and more opportunities for diversification – all in one powerful product. The new era of life insurance begins with Allianz Life Accumulator IUL Insurance Policy.

Estimate and compare the future value difference between a taxable product and a tax-deferred product with our Benefit of Tax Deferral Calculator.

See Real Stability with Columbus Life.

What can $100K really do? We accept some of the highest single premiums around. And we can put it to work in a number of really diverse ways. Creating competitive guaranteed death benefits. Accumulating tax-advantaged funds. And developing high early cash values. It depends on the solution you and your clients need.

Need inforce support? New guide has tips and best practices.

How future poof is your client's IUL policy?

Take a look at our new 4-part presentation showing how high-income-earners can use life insurance to supplement their other retirement savings resources.

Check out the improved John Hancock Vitality app.

Tune into Trade secrets: Insights from industry veterans to drive your success featuring two life insurance legends, with over 100 years of combined experience.

Check out the latest issue of SPOTLIGHT.

Maximize future long-term care and death benefit needs with 1035 dollars. Read our Split 1035 Sales Strategy.

See our cap and participation rate increases!

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.

Cancer Care Compass Employee Spotlight: Meet Ron.

Symetra SwiftProtector: The way the permanent life insurance buying experience should be.
Watch our two-minute explainer video to learn about the product, the application process and the client profile for SwiftProtector, then visit our product microsite.

Read our case study and learn why Brenda selected Symetra’s Cancer Care Compass with her Protector IUL policy, and how her proactive behavior enabled an early cancer detection.

Help clients make informed decisions about their futures and the escalating costs of care.

Read the latest Life Spotlight:

New Signature Protection IUL Series – (flyer is customizable on the agent site under Personalized Ads).
Life Product Discontinuation Notice - 7/31 is the last day for signed (and received) Signature GUL apps outside NY.
Updated Website Experience coming soon
Rates, Incentives, Life
Portfolio and more.

Do you have clients who care for a loved one with special needs? Help these clients by creating a plan to ensure their loved one with special needs enjoys a high standard of living even after your client is gone. Activate this sales idea by using the sales kit on the Trimester Sales Strategies site.

Prudential Momentum IUL is launching on August 19. Beginning August 19, you can help clients build momentum in meeting their financial goals.

Unlock Savings with State Mandated Workplace Benefits: SEP & SIMPLE IRA vs. RetireReady NJ.

Registration opens August 14th for the Fall CPA Symposium. Keep an eye out for this important announcement.

Delivering on the promises of our IULs. Take a look to see how the performance of our IULs matches the policies your clients purchase.

Assist clients with final expenses.

Watch the webinar replay for our new Builder Plus 4.

Join Tom Martin, Sr. Life Product & Competition Analyst, for our Demystifying IUL Series.
In part 3 of our Demystifying IUL Series, Tom Martin will show you the competitive features of our IUL products, and demonstrate how they can be applied to meet your customer's needs.

Ready for some BIG news? Something big is coming to North American! We are launching a new IUL product later this summer. See what can you expect from this IUL.

Check out the latest issue of The Lincoln Leader.

Don’t miss out on opportunities to build your business and help your clients with Lincoln’s sweet spots. Discover the untapped potential in these markets:

Business insurance solutions
Foreign nationals
Commercial premium finance

Join Internal Account Manager Scott Mitchell as he uncovers the best ways to lengthen and strengthen your clients' coverage with LGA.

Make a tangible connection with your clients using our Term-2-Term exchange program post card.

Help customers see the true value of life insurance.

Discover the Conversion Choice rider with ExtendCare for Protective Classic Choice term..

Estate Planning in an Uncertain Tax Environment.

Private Switch Dollar using an ILIT.

Underwriting & New Business

Tax Transcipt requirement eliminated up to $10M. Read the Corebridge Underwriting Bulletin.

Now, get a first look at the viability of an applicant before completing the application through our new pre-approval process.

MassMutual DI Underwriting makes it easier to do business in jurisdictions with ‘state cash sickness benefits’.

Process changes impacting new business, conversions and more...

Advanced Markets

Join our Advanced Sales Team on Thursday, September 5th, for a webinar on the Supreme Court's decision in Connelly v. US and its impact on buy-sell agreements.

Does your client's buy-sell arrangement need review? In June 2024, the U.S. Supreme Court issued a unanimous opinion in Connelly v. United States that may impact family and closely held businesses with buy-sell arrangements. The Court held that an estate valuation was not reduced by the redemption obligation funded by life insurance in an entity redemption buy-sell arrangement. Join this special Securian Financial Advanced Sales webinar to learn why your business-owner clients may want to review their existing buy-sell arrangement

Explore key lessons from the Connelly case. Read this new article highlighting key takeaways from the recent Supreme Court ruling to help business owners and financial professionals navigate buy-sell arrangements.

Take advantage of North American's new checklist, bringing all our business sales concepts together in one place.

Hybrid Products & LTC

Physical Therapy Underwriting Tips While there are several different types of physical therapy, LTCi underwriting focuses on certain categories.

With so many questions and misconceptions around long-term care and related issues, consumers aren’t sure where to turn for insight or direction. That’s where our new LTC consumer education site comes in. If your clients would benefit from learning the basics of long-term care or accessing resources to help them think about and plan for future needs, check out our site.

Review our Valuable and Actionable sales concept.

Annuity Solutions

Have you talked with your clients about how a fixed index annuity (FIA) can help them grow their retirement savings through the power of diversification? FIAs have the potential to earn interest based on the performance of a variety of indices, and several crediting strategies are available. A good mix can help deliver your client the earnings they need for retirement. See how each strategy performs in particular market environments.

June was National Annuity Awareness Month. But even as the month ended, your annuity promotion efforts don’t have to. Keep annuity awareness high all year long.

Take Some of the air out of inflation. ForeIncome II’s optional Income Multiplier Benefit now gives your clients more growth potential and more protection from inflation — even during retirement.