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  • About Us
    • Our Team
    • Contact Us
    • Privacy Policy
  • Blog
  • Quotes
  • Forms
  • Marketing
  • Case Status
  • Pre-Underwriting
    • ShopACase.com
    • Pre-Underwriting Questionnaires

Industry Hotline

Member Matters

10/2/2017

 
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Premier Carriers
Global Atlantic Financial Group

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What Type of Life Insurance is Best?
As we head into the last week of Life Insurance Awareness Month, we’re excited to release the final installment of our Simply Speaking: Life Insurance video series — “What Type of Life Insurance Is Best?” This short video takes a clear look at the difference between term and permanent life insurance and includes an informative interview.

Prudential

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Add More Life with the Market Volatility eKit (repeat entry)
Use these materials to expand your business and demonstrate to clients how life insurance can help in retirement to offset market volatility. Get the kit here.



Protective

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News You Don’t Want to Miss
Click here for updates on Indexed Choice UL rate changes, policy revisions and more. 


Introducing Enhanced Electronic Policy Delivery
Protective is pleased to announce the redesign of our Electronic Policy Delivery (EPD) platform. Beginning October 2, users will experience a modernized platform that can be accessed on a mobile device. Our new platform streamlines policy delivery with an intuitive user experience and simplified payment process. Learn more. 

AIG

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Add It Up to Make the Sale
New fillable flyer walks consumers through calculating the right amount of coverage by considering their immediate cash needs, ongoing income needs, and existing financial resources. Fill it out, and get it out – today! Learn more. 


Timeless Value
Diamonds are forever… and so are our LIAM websites and resources! Walk your client through our consumer website, or visit our producer website for great sales ideas and calculators, any day of the week or month – not just September! LIAM for Consumers. LIAM for Producers. 


Copy. Paste. Repeat.
“Campaign In A Box” has 40+ client promos standing by for you to copy & paste. These resources save time and are easy to access (no ID or password). Click the link here to discover all the topics ready and waiting for you. 


Annuity Rates are Changing

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John Hancock

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Introducing John Hancock’s Top Performing IUL Portfolio
We've stepped up our game with a broad set of enhancements to our entire Indexed UL portfolio! Now, our products consistently rank among the very best in terms of pricing and cash value accumulation. And with the John Hancock Vitality Program, your clients can get the protection they need both today and tomorrow. 


Starting today, the guaranteed multiplier on the Capped S&P 500® Indexed Account has been increased – and that's good for you and your clients. The number speak for themselves.  IUL sales tools and marketing materials. 


New Rates on John Hancock Term and John Hancock Term with Vitality
We have maintained our competitive position in the market with new rates. Product changes include pricing improvements of up to 18% on Female Rates, reduced policy fee from $100 to $70 on face amounts of $1M and above and improvements to the New Business process when it comes to term illustrations. To learn more, please read the launch announcement flyer.


John Hancock and the American Diabetes Association are Partnering Together to Change the Conversation About Living with Type 2 Diabetes
We’re excited to announce that John Hancock Life Insurance and the American Diabetes Association® have teamed up to raise awareness about the successes, challenges and stigmas of living with type 2 diabetes, including access to tips and resources on issues such as health, wellness and the accessibility of life insurance. For more information, please view today’s press release. 

Nationwide

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Long-Term Care Rider II Approved in Florida
The Long-term Care Rider II will now be available on Nationwide YourLife® Indexed UL, Nationwide YourLife® Indexed UL Accumulator and Nationwide YourLife® Indexed UL Protector for Florida. Learn more. 

Lincoln Financial

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Webinar: 10 Quick Sales Ideas To Drive Year-End Business
We are quickly approaching year-end and want to provide you with 10 quick sales ideas that will help you to drive year-end business. Join this webinar and learn about gifting strategies, business ideas, faster methods to submit and more. Learn more. 


Learn 5 Client Conversations to Meet Your 2017 Goals
Approximately 50% of U.S. households have a life insurance coverage gap.*
Not having sufficient financial protection is a top concern of Americans.1 What they may not realize is that life insurance can also help them meet other financial goals throughout their lives. But you can change this for your clients, and we’re ready to help. That’s why we’re giving you the opportunity to replay our September needs-based planning with life insurance Webinar series. Learn more. 


Fixed Annuity Rate Announcement

Partner Carriers
​ Minnesota Life

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Maximize Life Benefits with New Term-Perm Combo Strategy (repeat entry)
With Securian's "term-perm combo" strategy, your clients don't have to choose between term or permanent life insurance. Instead, they can enjoy the benefits of both types of policies to help maximize distributions and their death benefit coverage. Learn more. 

North American

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IALC Newsletter
The Indexed Annuity Leadership Council (IALC) provides useful information on fixed indexed annuities and retirement planning topics. Take a look at the IALC Newsletter, and be sure to share it with your clients.  


New VersaChoice 10 Year Annuity
Did you miss our exclusive MGA Sneak Peek of North American’s newest product innovation that offers flexibility and liquidity features?  If so, here is a second chance to be in the know!  Click here to watch the web replay. 


Rapid Builder Case Studies
Rapid Builder IUL® is indexed universal life insurance built on a strong foundation of company strength, competitive performance, and compelling design features. Download our three new case studies to find out how Rapid Builder IUL can become an integral part of your client's financial strategy. Learn more. 


FIA Journey Web Replay + Client Materials
In case you missed it...Here are the tools you may need for your next big adventure with fixed index annuities (FIA). Download our FIA Journey agent and client-friendly flyers and presentation materials. Read more. 


Business Update from Chris Conroy
While still in his early days in office, Annuity Sales Vice President Chris Conroy has already become a big believer in what North American has to offer. Hear from Chris on how we can help your organization succeed today and what he's excited about that's just over the horizon. Watch video.


October Web Training Opportunities
Don’t miss these live web training events!

SBLI

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Inside are the Client Tools You Need to Soar with Accelerated Underwriting (repeat entry)
Using our AU process, your agents can give clients exactly what they want—quick answers. This speed, convenience and responsiveness can help increase clients’ satisfaction – and satisfied clients are loyal clients. Learn more. 

Mutual of Omaha

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An IUL Policy with Competitive Loan Features
With an IUL policy, the accumulation potential is important to clients. It's also important that your clients have competitive loan features for when it comes time to take distributions from their policy. Learn more about what Income Advantage IUL offers your clients. Read more. 


Term Life Express Enhancements
On October 1, 2017, we are updating our Term Life Express portfolio by offering lower premiums for our 10T product and improving our quoting tool. Read more. 


Customer Email Notifications
Customers set up for automatic renewal payment deductions are now receiving email reminders 10 days before their payment comes out of their account. Read more.

Legal & General America

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The “Need to Know” On Advertising Compliance
Every quarter your agency is sent a reminder about our advertising compliance guidelines with the request that you share them with your brokers. Here are the key takeaways. Read more. 


Is 25-Year Term Right For Your Clients?
25-year term life insurance can meet coverage needs and provide cost-savings when 30 years is too much, and 20 years is not enough. Read more. 


September is Life Insurance Awareness Month
Life Insurance Awareness month is almost over, but that doesn't mean you have to stop promoting the importance of life insurance. Life Happens has created tons of materials and tools that are great to use and share, all year ‘round! Find infographics, social media content, and other materials provided by Legal & General America and Life Happens on our LIAM Microsite. This resource will remain active throughout the year, so keep checking back for updates!


Lafayette Life

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412(e)(3) Defined Benefit Plan Funding Transition Period
All 412(e)(3) fully insured defined benefit plan proposals for 2017 that have been illustrated using Marquis Flex 5 prior to September 11, 2017, will have the option of funding with either Marquis Flex 5 or Marquis Centennial flexible premium deferred fixed indexed annuities at point of sale, provided that the completed application and any related plan documentation is received in the Home Office by February 1, 2018. Read more. 



Allianz

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Uncover New Sales Opportunities with Policy Reviews (repeat entry)
Life Insurance Awareness Month presents a perfect time to schedule a policy review with your clients. Our Life Insurance Policy Review Kit contains a variety of sales tools designed to help you perform a thorough policy review. From scheduling the appointment, to gathering the necessary data, to offering options and solutions, this kit will help walk you step-by-step through the entire process. Order your Life Insurance Policy Review Kit today by calling the Life Case Design Team at 800.950.7372.

Symetra

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Symetra Accumulator IUL - Coming Soon
Indexed Universal Life insurance products can be complex and confusing for your clients. The number of moving parts and policyowner decision points can make the purchase of an IUL product daunting. With that in mind, Symetra is introducing an IUL product with an emphasis on a simple story.  Our index options are focused and specifically designed to help meet your clients’ needs while our underlying policy charges are transparent and easy to understand.Read more. 
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