September 4, 2024

This Week's Highlights & Events


Fast. Easy. Automated.

Watch our recorded webinar as we explore Symetra's new SwiftProtector IUL - allowing clients to apply online whenever and wherever they choose, with instant coverage available in as little as 25 minutes for those who qualify. And dive into Symetra SwiftTerm, where clients can apply, pay, and receive their term policy entirely online - in as little as 18 minutes.

  • Learn about the features and benefits of SwiftProtector IUL and SwiftTerm.

  • Understand how the automated process streamlines the client experience.

  • Get insights into underwriting paths and coverage timelines.

Unlock new revenue streams with Structured Settlements and Installment Sales

Watch our recorded webinar to discover the Power of Structured Settlements and Structured Installment Sales. We’ll explore how you can leverage Structured Settlements and Structured Installment Sales to create new revenue opportunities. Whether you're looking to turn existing attorney relationships into profitable ventures or seeking solutions for clients facing significant capital gains taxes, this session is for you.

  • Maximize Attorney Relationships: Learn how to offer structured settlement annuity products for Personal Injury, Workers Compensation, and Employment Law cases. Discover solutions for attorney contingency fee deferral.

  • Tax-Efficient Solutions for Business and Property Owners: Explore safe, tax-efficient strategies to help business and property owners exit with minimized capital gains taxes.

Life Insurance

Corebridge Financial is excited to announce, effective September 6, 2024, we are updating Max Accumulator+ III with improved income potential, especially in the older age (60+) and juvenile (<18) cases. For a closer look at improvements and additional information, download the product bulletin.

Partners Group

Corebridge Financial is excited to announce, effective September 6, 2024, we are updating QoL Max Accumulator+ III with improved income potential, especially in juvenile (<18) and older age (60+) cases. For a closer look at improvements and additional information, download the product bulletin.

Life Insurance Awareness Month is here and we’re a proud supporter of this industry-wide effort to promote the importance of life insurance, and we hope you’ll join us. To support LIAM, we’ve created a landing page that includes helpful tools for you. Visit securian.com/LIAM to check out our marketing toolkit, calculators and more.

Check out our ideas and tools library for financial professionals offering programs to help you find new clients, expand your influence and build your business.

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.

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.

Did you know that 22% of your clients are likely to transfer wealth to their loved ones over the next decade? When that wealth changes hands, the vast majority of heirs will likely seek a new financial professional. Help clients transfer wealth to heirs.

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.

Have you checked out the latest update on DiscoverIUL.com? The site has been refreshed to provide you a clear and quick path to the IUL sales tools you need.

Peace, Love and Life Insurance Trends come and go but striving for peace and love are two qualities that should remain timeless. This September let's embrace some of the sentiments from decades past as we get in the groove for Life Insurance Awareness Month.

September is Life Insurance Awareness Month (LIAM) and our industry's biggest month. North American wants to make sure you're ready to hit the ground running next week with brand new marketing materials you can use all month long. Check out our resources.

Don't miss part 4 & 5 of DIUL Series

Check out some important updates for you and your clients to get excited about. For instance, we’ve made enhancements to our IUL portfolio and Premium Financing Guidelines.

Check out the latest issue of The Lincoln Leader:

  • Product Enhancements – Lincoln WealthAccumulate Indexed Universal Life (Reprint)

  • Rate Updates to Lincoln WealthAccumulate IUL (2019) (Reprint)

  • Premium Financing Update (Reprint)

  • Reminders (Reprint) – Table Reduction Program Foreign National Guidelines Professional Advantage Program

  • Lincoln Variable Universal Life and MoneyGuard Market Advantage – Fund Update

  • Updated MoneyGuard Service Level Agreement

  • eValuate Quick Quote Updates

  • MoneyGuard Solutions on FireLight eSubmission Platform (Reprint)

  • Lincoln DesignIt Cloud Migration 

  • 2024 Life Insurance Year-End Guidelines (Reprint)

Some people choose to continue their current lifestyles. Some want to simplify. And some people, having more freedom from time constraints, want to upgrade their lifestyles. See how our workbook will help your clients better understand their retirement needs.

Make the most of Life Insurance Awareness Month

Underwriting & New Business

Underwriting Hot Topic: Build chart guidelines. Improvements made to build charts offer competitive decisions. Securian Financial’s Guideline Enhancement Program strives to deliver enhancements that help us provide consistent and improved underwriting offers.

Advanced Markets

Tune in to this episode of Hancock Talks as we explore the implications of the recent Supreme Court decision in Connelly v. U.S. on buy-selling planning. John Hancock’s Tracey Ullom joins Carly Brooks as they dive into the details

Discover the Executive Advantage, our loan regime split dollar sales concept, designed with your business-owner clients in mind. On top of death benefit protection, this life insurance arrangement can help employees recruit, retain, and reward key employees. Want to learn more? Get the whitepaper for a deeper dive into how this concept works. 

Hybrid Products & LTC

Annuity Solutions

Are Your Clients Asset Preservers? Pre-retirement saving biases can affect post-retirement spending habits. If your clients favor preserving assets over spending … an annuity can help.

View our “Preserving Assets” piece for details.

Start a conversation about protection. The Global Atlantic Solution Selector educational tool lets you access the insights and resources you need to help clients formulate a protection strategy — with only two clicks. It’s just one of the resources created for you as part of The Allocation Conversation.

A retiree turning 65 today is expected to live, on average, another 22 years. And that’s just the average – approximately 50% of the people turning 65 today will live longer than their projected life expectancy. IncomeShield series fixed index annuities are designed to help “shield” a portion of a client's portfolio from concerns like “Will I still have money if I live to age 99?”. It offers the crucial benefit of asset protection, without loss of principal from index volatility, along with other benefits like a 10% premium bonus and guaranteed monthly income for life. If you have a client concerned about outliving their retirement funds, use our sales tool to help them understand their longevity potential and how IncomeShield can ensure they have income for their lifetime.

3 Mark Financial, Inc.
1600 Highway 6 Ste 400
Sugar Land, TX 77478

Call 888-533-6275

Site: www.3mark.com

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