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- NAIFA Starts Long Term Care Center
Certification for Long Term Care will be a founding sponsor of the new center. Read more.
- These 3 Threats Scare Gen Xers’ More Than Basic Retirement Costs: IRI
Too many advisors may be skipping over what consumers ages 35 to 55 really want to talk about. Read more.
- How to Get Life Prospects to Think About Product Value
The policy premium is something to for the client to think about. So is the policy value. Read more.
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- Secure Lifetime GUL re-price
AIG’s Secure Lifetime GUL (single life) will be re-priced soon. Applications must be in the Home Office by April 13th to obtain the old rates. Rate increases average 2-4%. Learn more.
- New simplified application numbering for AccidentCare Direct Plus – Read the bulletin.
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- Signature Guaranteed UL
Clients shouldn’t have to sacrifice features or guarantees for price. With Signature Guaranteed UL, they don’t have to. Learn more.
- Have you setup two-step login?
After March 1, 2018, when you login to your ExpertOffice agent portal, you’re asked to add a second method of contact (App, Text, Email, or Voice) in order to verify your identity and better recognize the device(s) you use to login. Get details and learn what you should do now if you have not setup two-step authentication?
- Century PLUS – up to 7.6% in the first year! – NEW ANNUITY
Century Plus Annuity has a 5% first year interest rate enhancement PLUS a Lifetime Income Rider. Learn more.
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- LTC sales suspended in Florida – effective April 1st – Get details.
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- 130 Strong Years – Get the strong points.
- Let a video do the talking
Want a simple way to start a client conversation on financial planning … or life insurance … or retirement strategies … or future income … or legacy planning … or Social Security? Client-friendly videos on these topics and more help get discussions rolling. They’re ready on YouTube for you to share.
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- Spotlight News
In this issue:
- Protection UL – NEW
- John Hancock Vitality!
- Critical Illness Benefit rider approved in Florida
- How to use increased exemptions to lower premium finance costs
- How to use tax reform savings to fund retirement benefits for employees
- Revised replacement forms
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- Rely on Lincoln’s large case know-how
Updates have been made to Lincoln LifeElements Level Term, but cost isn’t the only reason to choose them for your large case needs. They offer:
- Reinsurance capacity for coverage amounts of $100 million+
- Competitive pricing on convertible term coverage* for 10, 15, 20 or 30 years
- Key person coverage of up to 20X income available
- Concierge underwriting with the same dedicated team working on your term and permanent business
- Find cost-efficient business solutions: Fund buy-sell and key person plans
- LFN Now GA Newsletter – March 20th
In this issue:
- Marketing Matters video series
- 2017 Quarterly PPAC Winners
- Nominations for 2018 First Quarter PREMIER PARTNERS Award are due by April 6, 2018
- Life Product Portfolio Availability Charts
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- Updates to Life Cap & Participation Rates – Get details.
- Life Lines Newsletter – March 2018
In this issue:
- Faster underwriting process for more clients
- Underwriting experience now enhanced
- Connecticut joins the Compact
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- Introducing North American’s Drop Ticket
North American’s Drop Ticket – powered by ApplicInt – helps make doing business with them simple. They take care of the paperwork and paramed scheduling so you can spend more time doing what you do best. Drop Ticket is currently available on 10, 15, 20, and 30-year ADDvantage Term products. Download the flyer. Download the process guide.
- Watch the video below to learn how WriteAway work
to give you an underwriting decision in 48 – 72 hours!
- Supplement to Life Insurance Buyer’s Guide for IUL products revised for VT – Get details.
- Policy Packet redesign
New Business and Policy Change will be implementing a new Policy Print System throughout 2018. Due to the complexity of the new system, it is being implemented in phases by product, with the first release on March 26, 2018 for ADDvantage Term Gen 8 policies issued. In addition to the policy packet changes, we are happy to announce an option for Select Print. Read the bulletin for more details about the policy packet redesign and Select Print.
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- Promote the newest Care Solutions campaign!
Now is the time to share the Asset-Care campaign launch email (PM-914) with your producers, according to the recommended promotional calendar. Learn more about the campaign.
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- Watch the video below to learn how dropping tickets
with Protective’s enhanced EZ-App is a breeze!
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- LifeEssentials – March 26th
In this issue:
- Tell the PruLife Index Advantage UL Story with New Sales Tools
- Good News for Term Essential® 10 Policyholders
- A New Tool to Help Guide Consumer Investment Conversations
- A Webinar to Help Bring Financial Stability to Clients
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- Enhanced E-Policy Delivery Process – NEW effective April 12th
This new process will provide a quicker, easier option for the delivery of your clients’ policies. SBLI has partnered with DocuSign – the global leader in eSignature – to bring you this great new system. Learn more.
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- Help build your business with Wealth + Health
Client satisfaction and the success of your business often go hand in hand. Incorporating health goals into your clients’ financial strategy can help build trust and loyalty. Set yourself apart from the competition by providing a holistic view of your clients’ well-being. Put these resources to work and demonstrate your value to clients.
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