January 25, 2017




  • Retirement Plan Review
  • What Do a GPS and a Death Benefit Have in Common?
    • January 25th at 1:00 PM CT – Join the meeting.
      Meeting #: 630 595 697 Meeting PW: TMA123
      Dial-in #: 866-518-0783  Passcode: 1858747


  • Learn about the Quest Series of Annuities
    • This webinar is held every Monday and Wednesday at 2:00 PM CT.  Click here to register for a date that works best for you!
  • Learn about the Wealth Builder Series of Annuities
    • This webinar is held every Tuesday at 1:00 PM CT.  Click here to register for a date that works best for you!


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  • Reboot your practice by solving these 7 retiree problems
    What can you offer prospective clients that is unique and different than most other advisors? Read more.
  • The Longevity Connection: Prudential’s perspective on the Stanford Sightlines Project
    Three out of four Americans indicate that they want to live to 100 if they can do so in good health. In the Sightlines Project, researchers at the Stanford Center on Longevity explore three domains that are critical to well-being as people age: financial security, healthy living, and social engagement. This article provides Prudential’s perspectives on the interdependencies of these three domains, and how improved behaviors in even one domain may help Americans live longer, healthier lives. Read more.
  • State crackdown on annuities sharpens suitability issues for advisors
    Explaining the variations between different types of immediate and deferred annuities can prove challenging for even the most experienced advisor. Read more.


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  • Life Credits can reduce rates up to 3 tables
    Life Credits is a program that allows a proposed insured’s favorable health factors to improve underwriting offers. Unlike common table reduction programs, Global can apply credits from Preferred to Table 8! Their credits program has no face amount limits and is available through age 80. They can reduce up to 3 tables. This crediting program is used when possible on every single permanent case that comes in the door as long as the insured is under the age of 80. Download this flyer for details and a quick case study.



  • GRO Rider – peace of mind in an unpredictable market
    Did you know the Income Advantage IUL product includes a Guaranteed Refund Option (GRO) at no additional cost? This guarantee is the perfect response to client objections about cash values seeming “too good to be true”. It provides seven 60-day windows which policy-owners can surrender their policy and receive their paid premiums back.
  • Lace up and run a Fit campaign
    For non-tobacco users with positive lifestyle and medical characteristics, Mutual of Omaha offers their Fit Underwriting Credit Program. Fit allows for additional table credits and is applicable across UL and Term programs. And, with their Marketing Solution Center, you have everything you need: banner ads, emails, videos and flyers in one place so you have everything you need to get up and running quickly.
  • Help your clients get the most out of their term policy
    Term Life Answers conversion privileges help keep your clients protected now and in the future. Read more.
  • Illustrate the Income Potential of Income Advantage
    One of the key selling points of Income Advantage IUL, in addition to the death benefit protection, is the future income potential. Learn how to illustrate this for your clients.
  • Help your clients determine their life insurance need
    Life Insurance for Living helps clients determine their life insurance needs.


  • A case study for underwriting Cholesterol
    Meet Juan.  Juan has a history of chronic lower back pain due to a car accident he was involved in three years ago. His pain is well defined and localized, and requiring daily medication. After a month his daily medication doubled, and this dose has been steady since that time. He has no physical impairments and is able to work full time. This would have previously limited Juan to Standard rates, but now North American can provide an offer at Preferred Non-Tobacco rates! Download more case studies.



  • Add more life insurance to help retirement savings last longer
    Retirement strategies that are balanced with Life Insurance can provide a needed death benefit and help your clients’ retirement savings last longer. These materials will get you started.
  • BenefitAccess Rider
    When it comes to preparing for the unexpected, clients can have more choice and flexibility than ever before. Learn about the BenefitAccess Rider. (Now available in CA & FL too.)
  • Are you ready to RISE with the Multicultural Market?
    This video – I Rise – highlights the economic power of women and multicultural consumers.



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  • IncomeChoice – more than the same old song and dance
    While the competition gives you the same old song and dance, NAC IncomeChoice fixed index annuity series lets you pump up the volume. Learn more.


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  • Protecting your clients’ retirement assets
    When the need for long-term care services arises, having an insurance policy in place to help cover the cost of care may help ensure your clients’ retirement assets can remain intact. Learn more.


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  • New Critical Advantage portfolioeffective February 1st
    A new Critical Illness, Cancer, Heart Attack and Stroke portfolio called Critical Advantage will launch on February 1, 2017. Learn more.


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CASH IS KING – annuity incentive 

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

Earn a CASH BONUS for your annuity sales.


Get complete details.

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.






2016 EPIC Reward – Elite Producer Club

(Qualification period: EXTENDED to March 31, 2017)

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


Learn how.




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. Stay tuned for ongoing details; including eligibility rules.

Check out this video to learn more!



Elect To Sell SIUL This Fall!

(Qualification period: September 15, 2016 – March 31, 2017)

Prudential is giving you the opportunity to earn an additional 20% compensation on new Survivorship Index UL business.

Get complete details.




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