January 31, 2018


·         Lincoln Financial Agrees to Acquire Liberty Mutual Life Unit
Lincoln Financial expects to keep the group benefits business and pass the individual life division on to Protective Life. Read more.
·         How Advisors Can Use Tech to Serve Aging Clients: MIT AgeLab
Tech-driven “longevity solutions” will be a key way for advisors to differentiate themselves while helping clients age more independently. Read more.
·         The Remarkable Financial Benefits of Delaying Retirement
Waiting just a few months has enormous advantages no matter how much you make. Read more.




  • Improved Select-a-Term rates!
    Check out how strong AIG is in the $500K+ market.
  • AGNewsJanuary 25th
    In this issue:

    • Term Bulletin: Select-a-Term Premium reductions in every state
    • Compare rates: See how Select-a-Term stacks up against other leading carriers
    • Duration Diversity: Select-a-Term allows for specific period that works best for your clients so they buy just what they need, saving money.
    • IRS Form Update: 4506T-EZ
    • New ePlatform for AD&D Sales
  • AIG Annuity BulletinJanuary 2018
    In this issue:

    • NEW PIMCO Global Optima Index
    • Annuity Playbook now available!
    • Licensing form updates
    • Rate flyers
  • Fixed Annuities current ratesDownload them here.



  • Help families achieve peace of mind with Signature Term LifeLearn more.



  • Smart Strategies – January 26th
    In this issue:

    • Why cash should be part of your retirement plan
    • 5 Home Projects to Tackle Before You Retire
    • 3 Ways to Prevent Winter Dehydration
    • Making New Year’s Resolutions Stick







  • Interest crediting rate changeseffective March 1st
    Interest crediting rates on certain Universal Life and Indexed Universal Life products will be changing for new and in-force policies. This flyer provides details on the new interest crediting rate for each product and can be shared with producers.
  • New York approves Life Insurance application & supplemental forms
    New York has approved the Application for Life Insurance (NB5000NY – 05/2017) as well as a number of supplemental forms. The new application and forms are effective January 22, 2018. Please transition to using them within the next 30 days.
  • 2018 Fingertip Tax Guide
    The 2018 Fingertip Tax Guide has been updated to reflect changes made under the Tax Cuts and Jobs Act of 2017. This practical reference tool gives estate and income tax rates for the year and much more.



  • Organizational changes in Sales & MarketingRead more.
  • Quarterly DigestJanuary 25th
    In this issue:

    • Updated key contacts
    • Updated “The Basics”
    • AM Best Reaffirms A+ Superior Rating
    • New Duplicate App Rules



  • Lincoln Financial Group Signs Agreement to Acquire
    Liberty Life Assurance Company of Boston
    Read more.
  • Lincoln Leader Newsletter for AnnuitiesJanuary 22nd
    In this issue:

    • Online Tools Available
    • Pending Tool Available to BackOffice of Marketing Organizations
    • Increasing Payment Option for DIAs and SPIAs
    • Maryland LTC Disclosure
    • QLAC Premium Limit Increase
    • Explore i4LIFE Indexed Advantage
    • Fixed Indexed Annuity Subsequent Premiums Initially Allocated to Fixed Account
    • Suitability Form Updated



  • New enhancements to the eService Center to make it even easier
    Here is what’s new:

    • See the progress of a request you or your client submitted by viewing the Service Request Tracker.
    • Clients can now pay premiums for multiple policies they own in one transaction.
    • Beneficiary designation changes can be submitted online by clients.
    • Advisors can now search for clients using the Alpha Search by Insured feature on the client search page.
    • Log-in to learn more.



  • Revised Children’s Whole Life Insurance
    Children’s Whole Life is a great choice for parents or grandparents who want to give a child or grandchild a financial head start. And now, the newly revised Children’s Whole Life product does more than ever to protect a child’s financial future. They’ve increased the product maximum face amount from $30,000 to $50,000 and now allow more options to purchase additional coverage. Learn more.
  • Need product information fast?
    Go to the new Sales Professional Access (SPA) Learning Center.
  • Income Advantage IUL
    See how Income Advantage has performed for actual clients, and what the renewal participation rates and caps have been.
  • LTCi Care Coordination Services
    When your client has a long-term care need, care coordinators are available to help. Learn more.
  • Disability Income – over 100 years of promises kept
    Mutual of Omaha is a company your clients can trust for disability income protection. See the flyer.
  • February 2018 Annuity Interest Rates
    United of Omaha deferred annuity interest rates will be increasing for February. There will be no changes to Companion deferred annuity interest rates. View the rates.
  • Medicare Supplement rate adjustments for March
    View the March rate adjustment in Michigan and South Dakota on in-force business only.
  • USADATA – discount on list orders and a chance to win
    Take advantage of this promotion now through March 2, 2018.





  • CareSolutions NewsJanuary 2018
    In this issue:

    • Changes in 2018 make it easier to do business
    • Campaign update: The Great Retirement Income Gap
    • OneAmerica in the news
    • Care Solutions rate calculator
    • Revamped Care Solutions marketing materials
    • Sales Ideas, Webinars & Events



  •  New underwriting solution for clients
    • EZ-App
      An enhanced drop-ticket platform. Watch a demo.
    • Life Underwriting Solution (PLUS)
      A new program designed to underwrite applicants with the least invasive requirements possible. See how PLUS works.



  • Life Essentials  – January 29th
    In this issue:

    • PruLife Index Advantage UL enhancements are coming soon
    • Ensure Compliance with a Supplement Review
    • Quarterly Retail Market Commentary from Dr. Quincy Krosby



  • The Power of Accelerated Underwriting
    With SBLI’s Accelerated Underwriting process, no one age 18-60 is excluded, no matter the risk class, for $100,000 to $500,000 of term insurance. SBLI is faster, more convenient and proudly guarantee:
    –  No hassles
    –  No paramed visit*
    –  No exclusions. Period.
    –  No joking!
    Click here for a brand new customizable flyer for you to share.