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Newsletter May 3, 2017

by | May 3, 2017 | Newsletter

May 3, 2017
UPCOMING WEBINARS

 

 

  • Learn about the Quest Series of Annuities
  • Learn about the Wealth Builder Series of Annuities

 

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SALES, MARKETING & INDUSTRY ARTICLES

 

 

  • Census Table Shows 37-Year-Olds Are Great Prospects
    A new spreadsheet gives 2016 population estimates by single year of age. Read more.

 

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CARRIER NEWS

 

 

  • Change in notification on cases where offer is other than as applied
    Effective April 27, 2017, underwriting changed its’ procedure for notifying applicants in cases where the offer is other than as applied for. To notify applicants, underwriting will send a letter within seven days of the decision directly to the applicant. The letter will indicate what the underwriting decision is, specific details related to the decision and the source of that information. Producers will be notified in the following two ways within 24 hours of the final decision.

    • The decision will be posted on OneSource Online and will include general information regarding the decision and the source that was the basis for the decision.
    • An email will also be sent with these details.

 

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LIFE INSURANCE

 

 

  • Share simple tax diversification strategy with clients
    Check out this short, simple 3-minute video explanation on the importance of tax diversification. It addresses the importance of having assets in the “tax later”, “tax now” and “tax never” categories. Learn how an IUL can provide great value in the “tax never” portion of a portfolio. Have your agents share the video or customize the PDF and send to their clients/prospects to expand their IUL clientele.

 

  • Signature Whole Life Insurance – Learn about this product and download consumer materials.
  • Independent Voice Newsletter – April 27th
    In this issue:

    • New Apple Watch Contest Begins 5/1/2017
    • Putting the BENEFIT Back in Defined Benefit Plans
    • I swear to tell the truth, the whole truth, and nothing but the truth…
    • Signature Whole Life Insurance Case Study: Estate Planning

 

 

 

  • John Hancock Spotlight – April 24th
    In this issue:

    • John Hancock’s Vitality Program is now available in 49 states!
    • Sales Tools and Marketing Materials

 

  • Quarterly Digest – April 24th
    In this issue:

    • Is Your Client Eligible for APPcelerate?
    • $841.4 Million Claims Paid in 2016
    • Sales Territories Map
    • Quotes Done Right Ending April 28

 

  • LifeLines Newsletter – April 2017
    In this issue:

    • SecureCare Universal Life
    • Take BOLD action to advance your client’s business
    • Administrative Alert: Application requirement changes

 

 

 

 

 

  • News from Care Solutions – April 2017
    In this issue:

    • 2016 Annual Report
    • OneAmerica in the news
    • New Resources
      • Asset-Care I Funding Brochure
      • Step-by-Step LTC Resource Guide
      • Asset-Care Rate Calculator
    • Underwriting News
    • Suitability News

 

  • Cash Value for Future Expenses
    Your agents can offer clients a versatile life insurance solution that provides flexibility for future expenses; thanks to lower policy fees and a more realistic rate. Learn more.
  • Initial Premium Acceptance Rules & Conditional Receipt Limits – Read the bulletin.

 

  • Life Essentials Newsletter – April 24th
    In this issue:

    • UL Protector Approved in CA & WY
    • Loan Remittance Reminder
    • We Have an Rx for That: See Our Most Popular Topics

 

 

  • Accelerated Underwriting Process
    For people age 18-60 in all risk classes seeking $500,000 or less of term insurance, SBLI’s Accelerated Underwriting process guarantees NO hassles, NO at-home paramed visits and NO exclusions.

 

 

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ANNUITIES

 

  • Uncover assets using the “Now and Later” profiling technique
    Learn how to use this profiling technique to determine if an annuity could help balance your clients’ current portfolio.
  • Annuity rates – effective May 1st – Download the rate sheet.
  • Crediting process changes for NY – effective May 1st
    The effective date for traditional fixed annuities issued in New York will no longer be based only on the application signature date. This change applies to applications signed and received on and after May 1, 2017. The new effective date process is in addition to the recently implemented rate lock policy. Read about the new process.

 

  • Bridging the Retirement Gap
    Help your clients discover how they can bridge the income gap for a more confident retirement with the Income Pay Plus optional guaranteed lifetime withdrawal benefit (GLWB) rider purchased with a North American fixed index annuity. Download materials to learn more.
  • Growth potential when it matters
    Demonstrate the innovative accumulation potential of our Threshold Participation Strategy (TPS) on the Performance Choice fixed index annuity series. Download materials to learn more.

 

 

 

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LONG TERM CARE

 

 

 

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DISABILITY / CHRONIC ILLNESS

 

  • Priority Income Protection approved in FL
    Priority Income Protection helps you serve your middle income clients who need to protect their most important asset — their paycheck. Learn more.

 

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MEDICARE SUPPLEMENTS

 

 

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BROKER/AGENT INCENTIVES

 

 

 

2018 IMG Conference – Riviera Maya

(Qualification period: January 1 – December 31, 2017)

Earn your way to the 2018 Independent Marketing Group Conference at the Grand Velas Resort in Playa del Carmen, Riviera Maya Mexico.

Get complete details.

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2018 Independent Leaders’ Conference

Spend five days and four nights from May 15-19, 2018 at one of the finest hotels Maui, Hawaii has to offer – the Ritz-Carlton Kapalua.

Download the venue brochure.
See the producer qualifications.
See the Marketing Organization qualifications.
Check out this video to learn more!

 

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