PRODUCER ESSENTIALS
September 17, 2025
This Week's Highlights & Events
Webinar: Turn the "One Big Beautiful Bill" into Client Opportunities
The sweeping changes of the “One Big Beautiful Bill” Act (H.R. 1) have opened the door to both challenges and opportunities for clients; and for the advisors guiding them. With so many moving parts, it can feel overwhelming to know where to start.
John Snyder II, JD will break down the most impactful provisions of the new tax law, highlight what matters most to your clients, and uncover strategies to help you position yourself as an indispensable planning resource.
Life Insurance
Use our resources to keep up the momentum during Life Insurance Awareness Month. There's still plenty of time to help share the importance of life insurance with your clients. Utilize our brand-new resources, including updated social media content, a revamped marketing guide, and more to keep the momentum going.
View the latest issue of The Lincoln Life Leader featuring:
Coming Soon in New Jersey - Lincoln AssetEdge SVUL
September is Life Insurance Awareness Month
Are your clients taking advantage of Lincoln's eCapabilities
Ready to Sell Tool Enahncement: Online EFT Form
2025 Life Insurance year-end guidelines
Deliver a smarter term life solution.
Seasons change. Protective's Lifetime Assurance Universal Life Holds Steady. Fall is around the corner, football has kicked off, and leaves are beginning to change colors. Amid change, predictability and reliability can provide piece of mind. Our Lifetime Assurance UL product is a great example of this, offering a competitively priced policy and guaranteed coverage with stable, predictable premiums, so they know what to expect from their policy.
Take advantage of Life insurance Awareness Month with our step-by-step digital guide.
Consider policy conversions for your Business Owner clients. Learn how an early policy conversion could lock in lower premiums, avoid additional underwriting, and ensure guaranteed acceptance with an equivalent risk class.
74 million Americans are uninsured. 25 million are underinsured. September is Life Insurance Awareness Month. This year's campaign is all about teaching the groups that are uninsured or underinsured. Leverage the campaign in three ways:
Join us for a journey through the seven C's of Premium Financing.
Solve modern family needs with real versatility. Help prospects protect their entire household. Our IUL can cover an insured … their spouse … and their children. See how with our real life case study exploring how to leverage Indexed Explorer Plus riders and features to help protect real lives with real versatility.
Check out our 31-day social media campaign - a ready to use "Campaign in a Box" designed for September's Life Insurance Awareness Month.
Social Media Library
Read our latest Spotlight - the latest news and updates from John Hancock:
Fast, reliable LifeCare coverage in as little as 3 days
Protection VUL: Performance that stands out
Rethinking IUL illustrations: Is 5% truly "conservative?"
New: Vitality sales-resource library
Check out the latest episode of Hancock Talks. Learn how AI is reshaping the producer-client relationship, streamlining operations, and helping financial professionals better connect with the next generation of clients.
Check out the latest Life Essentials...
Life Insurance Awareness Month: Help clients protect their life's work
Reminder: SUL Protector has closed for new applications
VUL Protector 2025 available in the District of Columbia
The eDelivery package can now be resent directly from Life Case Tracker
Coming Soon: Life Case Tracker expansion
Suppression of eDelivery emails to ineligible customers
Redesigned Forms experience on Prudential.com
Now, during LIAM, is the perfect time to start conversations with clients about protecting their life's work.Have you seen the brand-new video and flyer available on our September Trimester site? Go to the Trimester site today to see everything we have to help you start conversations with clients.
Give clients an edge over rising costs.
We offer some of the most reliable IULs in the market. Designed to deliver on the promises we make. How can you compare? Take a look at our historical performance to see for yourself.
Intoducing RapidProtect: Lifelong protection in an instant.
Rate increases for SummitLife IUL. SummitLife indexed universal life (IUL) insurance, designed for high-net-worth clients focusing on wealth creation or preservation, now delivers even more potential.
September is Life Insurance Awareness Month – an ideal time to connect with your business owner clients about their protection needs. Many business owners may not realize the gaps in their current coverage strategy. Key areas to discuss with your business owner clients:
Key Person Coverage
Buy-Sell Planning
Executive Retention
Underwriting & New Business
Banner Life is sunsetting Lab Lift. On September 10, we will sunset the Lab Lift program for Banner Life Insurance Company. Lab Lift was created to give clients another pathway to exam-free coverage. With underwriting advancements, we’ve seen that Lab Lift has less impact on outcomes and can now be retired from Banner Life with confidence. With Horizon, our intelligent ordering and improved models are delivering faster, simpler results on their own.
See how we make it even easier to do business with us.
Did you know your clients could improve their risk classifications? They could with Pacific Healthy Rewards and our holistic underwriting approach that's as unqiue as they are.
Industry-leading capacity of up to $125M of coverage with Auto-Excess
Available on most Pacific Life single and survivorship life insurance applications
New automatic and jumbo capacity limits available to all insurers ages 18 to 80
Check out this month's edition of the Underwriting Corner, Simplified Issue Life. It's all about clarity. Find out which team covers what and how to reach them.
Advanced Markets
Hybrid Products, LTC & DI
Why Talk to Business Owners About Income Protection? Many business owners overlook protecting their most valuable asset — their ability to earn an income. Without employer-sponsored disability coverage, a sudden illness or injury could put their personal finances, employees, and business operations at risk. By starting the conversation around disability income protection, you’re not just selling insurance — you’re helping clients safeguard their families, businesses, and long-term financial goals.
When it came time to choose a hybrid solution for his own family, one producer went in a new direction — and it all started with a conversation with a LifeCare Specialist. In just two minutes, hear how LifeCare’s modern approach, Vitality rewards and personalized support changed everything — and why it’s now his go-to recommendation for clients.
Annuity Solutions
Where do fixed index annuities fit in a retirement strategy? Fixed index annuities offer principal protection and growth potential while your clients are saving for retirement and guaranteed income for life after they retire. Allocating a portion of assets to a fixed index annuity can help strengthen their portfolio. View our client approved sales idea.
Help secure your client's retirement with confidence. The new Ultra Advantage Fixed Index Annuity from Mutual of Omaha is designed to help clients preserve their hard-earned assets while still participating in market-linked growth - wll with valuable built-in flexibility. View the product highlights.
Give clients a guaranteed cap rate that’s locked in for multiple years, with the new 1 Year S&P 500 Cap Lock account, now available with a Lincoln fixed indexed annuity. Highlights include:
Market upside potential — capture index growth up to a cap
No annual renewals — guaranteed cap rate for multiple years
100% downside protection — their money can only go up, not down
3 Mark Financial, Inc.
1600 Highway 6 Ste 400
Sugar Land, TX 77478
Call 888-533-6275
Site: www.3mark.com