800-377-4776

 

UPCOMING WEBINARS

 

 

  • ML Strategic Balanced Index
    Learn more about the upside potential of an ML Strategic Balanced Index; including volatility control and dynamic allocation.

  • American Pathway Deferred Income and Immediate Annuities
    Learn more about the features and options of a SPIA/DIA.

  • QLAC Overview
    Learn about the new Qualified Longevity Annuity Contract (QLAC) with the American Pathway Deferred Income Annuity. QLAC may be a good option for your clients.

 

 

  • Performance LTC Top Sellers Round Table
    This popular webinar series features leading producers sharing proven strategies that can help boost your LTC sales.

 

 

  • BOLD 2.0
    Learn about Business Owner Life-stage Design.

 

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SALES, MARKETING & INDUSTRY ARTICLES

 

10 ways to strike up a conversation with a prospect
The best conversation starters are thoughtful, specific and genuine.

5 videos to boost your inner Disability Awareness warrior
Think of all the people you know who needed a net, and learned they had none, since May 2015.

Generation worried: Gen Xers, millennials report anxiety about retirement savings
People are growing more concerned about the state of their retirement savings, however fewer are taking concrete steps to address those concerns.

How to customize a career in insurance
Advisor Joshua Coleman was drawn to the industry for a very good reason: From every angle, the math behind it made sense.

 

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CARRIER ANNOUNCEMENTS

 

 

 

  • Genworth’s committed to addressing the financial challenges of aging – Learn more.
  • Supplemental E&O Coverage
    Genworth is pleased to make supplemental Errors & Omissions insurance available for their distribution partners. See the new Frequently Asked Questions document to help you respond to questions from your producers.
  • Kentucky Advisory Opinion regarding Alternative Compensation – View it now.

 

 

  • Suspension of Individual Disability Insurance IMPORTANT!
    Effective September 1, 2016, MetLife is discontinuing sales of Individual Disability Insurance.  Read the announcement and FAQ.
  • Illustration Tips & Tricks
    • Quick Tips on the Producer List, Producer Contact and Producer Override
    • Find saved cases easier with new columns and scroll bars

 

  • A message to TMA distributors from the Brent DeGroot – Read it now.

 

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LIFE INSURANCE

 

 

 

  • Enhanced Rate Plus can save clients both time and money – Learn more.
  • Interest Crediting Rates update – Get details.
  • Dual Executive Benefit
    • Sales Starter – See the Dual Executive Benefit process broken down into 4 steps.
    • Sales Solution – This strategy ties the executive to the business with a tangible benefit while sidestepping much of the cost, complexity and inflexibility of other traditional plans.
    • Request for Proposal
  • Position Whole Life more effectively with Words that Work
    What you say and how you say it matters. Learn more.

 

  • A BOLD new design and a BOLD new script
    Check out the BOLD new diagram on the now-famous BOLD cocktail napkin. They have been redesigned to better help your agents present BOLD ideas to their business owner clients.

 

  • Tools to help your agents sell Income Advantage Indexed Universal Life
    Check out the Income Advantage cheat sheet and the invaluable training site; recently updated with even more training modules.
  • A GUL Policy That’s Built with Flexibility
    A guaranteed universal life policy is a great way for a client to protect their loved ones, but don’t just settle for the carrier who offers the lowest premium. With GUL and GUL Plus, you can offer competitive premiums along with a policy that can adjust to life’s changing needs. See an example of GUL’s flexibility in action.
  • The Guaranteed Refund Option Rider for GUL & GUL Plus policies
    Learn how this flexible option works for clients.
  • 5 Express products to help simplify sales
    The Express life insurance products offer simplified underwriting and application processes. That means policies are issued faster, you get paid quicker and clients have easier access to the peace of mind and financial protection. Learn about them now.
  • TLA Term Conversions – Learn about the benefits.
  • Try the IUL Look-Back Calculator
    Clients have the option to choose among three indexed interest crediting strategies on the new Income Advantage IUL. The IUL calculator can help clients assess the indexed interest rate potential for an allocation to each of the S&P 500 crediting options.

 

  • Free, customized life insurance sales ideas in one click – Start now.

 

  • New ideas for strengthening client relationships
    Get them in the new life insurance advisors section of Prudential.com.
  • Good things come to those who wait; including your clients.
    Your clients need your professional guidance when it comes to making informed decisions about when to begin receiving Social Security, starting with how Social Security works. Perhaps they’re also looking at options for delaying their Social Security benefits. Life insurance, in addition to providing a death benefit for the people they love, can also help your clients to supplement their retirement incomes. Life insurance may also be able to provide options should they become chronically or terminally ill. Prudential’s Social Security eKit packages the resources you need to start actionable client conversations.
  • April is Alcohol Awareness Month
    Become familiar with risky alcohol habits and how they may affect your clients’ ratings.
  • The Future of Life Insurance – Listen from your Podcast app on your mobile device!

 

  • Military Sales Practice Disclosure Form update – Get details.

 

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ANNUITIES

 

  • American Pathway Flex Fixed 8 Annuity to be discontinuedeffective May 1st
    Deposits to existing policies will continue to be accepted. Read the bulletin.
  • Updated QLAC Form
    The updated Qualified Longevity Annuity Contract (QLAC) Election Form should be used for new business as of April 25, 2016 and will be a good-order requirement as of June 1, 2016.  Download the new form.
  • Immediate Annuity & Index Annuity “Split Ticket” Strategy
    AIG’s certain period American Pathway Immediate Annuity provides income now, while the Power Series of Index Annuities with Lifetime Income Plus guaranteed living benefit rider offers clients the opportunity to DOUBLE the income base when they wait 10 years to take withdrawals. Learn more.

 

 

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LONG TERM CARE

 

  • Genworth’s commitment to addressing the financial challenges of aging – Read it now.
  • In-Force Rate Action announcement for Maryland – Get it now.

 

  • Updated claims flyers now available
    • The claims process flyer outlines the claims process in five steps; making it easy for your agents to have a conversation with their clients and answer any questions.
    • The claims experience flyer educates about John Hancock’s LTC claims experience; such as claims paying history, demographics, most common care settings, and top reasons people need long-term care.

 

  • A few reasons Mutual of Omaha’s LTCi product is right for clients – View them now.

 

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DISABILITY / CHRONIC ILLNESS

 

 

  • Secure Income Plus & DisabilityCare Plus discontinued – effective April 30thGet details.

 

  • Suspension of MetLife Individual Disability InsuranceIMPORTANT!
    Effective September 1, 2016, MetLife is discontinuing sales of Individual Disability Insurance.  Read the announcement and FAQ.

 

  • One Day or Mutual of Omaha Pays!
    With Priority Income Protection, if Mutual of Omaha doesn’t get an underwriting decision to you within the next business day on your e-application, they’ll pay you $100. It’s their Priority Service Guarantee. Learn more.

 

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MEDICARE SUPPLEMENTS

 

·         High Deductible Plan F and Plan N now available in CA, NV & SC – Learn more.

·         The Consumer Online Application is now available in UT – Learn about its benefits.

·         Upcoming rate adjustments for MI, MS, OK & TX – Get details.

 

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BROKER/AGENT INCENTIVES

 

 

 

 

2017 Marketing Conference in Los Cabos, Mexico
May 7-11, 2017

(Qualification period: January 1 – December 31, 2016)

 
Get complete details.

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Leaders of Olympus in Prague

(Qualification period: January 1 – December 31, 2016)
Get details.

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Perfomance LTC 2016 Producer Bonus Program

(Qualification period: March 1 – December 31, 2016)

Earn an additional 10% Bonus by selling
John Hancock’s Performance LTC product within the qualification period.

 

Get complete details.
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Disability Insurance Growth Challenge

(Qualification period: January 1 – June 30, 2016)

 

Get rewarded for increasing your business in the first 6 months of 2016 in comparison to your business in the first 6 months of 2015.

Get complete details.

 

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2016 EPIC Reward – Elite Producer Club

(Qualification period: January 1 – December 31, 2016)

Receive a 1% commission bonus on your annuity business this year.
Learn how.

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Fast Cases/Fast Money Bonus Program

(Qualification period: March 1 – May 31, 2016)

Earn $500 or more in American Express gift cards – up to $5,000 total per agent! For every five term or whole life policies submitted through SBLI’s ZipApp drop ticket with an annual premium of $500 or more between March 1st and May 31st (and paid for by July 22nd), agents will earn $500 in Amex cards. Submitting five additional policies which meet these criteria will earn you another $500!
Get details.

 

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