800-377-4776

Newsletter January 4, 2017

by | Jan 4, 2017 | Newsletter

January 4, 2017

 
 

UPCOMING WEBINARS

 

  • IUL Mechanics
    Understand the basic functionality of Index Universal Life Insurance products.

  • How Insurance Companies Cover Index Credits
    Find out how index credits work on IUL products.

  • Compelling IUL Product Features
    Learn about the most competitive features of our products, and how they can apply to your customer’s needs.

  • Effective IUL Illustration Tips
    Understand North American’s illustration software and how to run it most effectively.

  • How to Sell IUL
    Gain an understanding for how to position our IUL portfolio with your various clients’ needs.

 

  • 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!

 

Back to Top

 

YEAR-END INFORMATION

 

Finish Strong in 2016!

Year-end dates have been added to the TMA website and continue to be updated.

Simply log in to the TMA website and choose “Year-End Deadline Dates” from the menu on the left.

 

Back to Top
SALES, MARKETING & INDUSTRY ARTICLES

 

 

  • The power of podcasting for agents and advisors
    Podcasting is quick, inexpensive, and allows you to target exactly the audience you want. Read more.
  • Inheriting heirs will secure your firm’s future
    In what’s become known as the ‘Great Wealth Transfer,’ more than $30 trillion will soon pass from boomers to their Gen X and millennial heirs. Read more.
  • Cross selling life insurance to business owners
    If you’re not offering life insurance to business owners, someone else is. Read more.

 

Back to Top

 

CARRIER NEWS

 

 

Back to Top

 

LIFE INSURANCE

 

 

  • Easy to understand tax diversification strategy to share with clients
    It couldn’t be simpler! Try this easy-to-understand explanation of the importance of tax diversification. Share the video or customize the PDF and send to clients/prospects to expand your IUL clientele. For even more details, view the informative and interactive “Life To The Max” tool. It educates clients on the power an IUL can have in their portfolio. One tap and you are in – no user ID or password required.

 

  • WriteFit Accelerated Underwriting
    Learn how WriteFit can potentially provide a faster, simpler process with fewer requirements.

 

  • An IUL policy can help a business owner diversify
    Even when a business is successful, a significant amount of the owner’s wealth may remain tied up in the business. Learn how an IUL policy can be a good way for a business owner to diversify.
  • Why two GUL policies may be better than one
    Learn how GUL provides your clients with guaranteed protection, and also how purchasing multiple policies with the Guaranteed Refund Option can provide clients with more flexibility down the road.

 

 

Back to Top

 

ANNUITIES

 

 

  • Power Series of Index Annuities – EXCITING UPDATE
    Effective January 9, 2017, the Power Series of Index Annuities’ guaranteed living benefit rider – Lifetime Income Plus – will offer 7% annual income credits for the first 10 contract years. This change will apply to contracts electing the rider issued on or after January 9, 2017.  The Lifetime Income Plus offers clients:

    • GUARANTEED 7% increase to its income base every year for the first 10 contract years when no withdrawals are taken
    • GUARANTEED rising income for first 10 contract years, as long as withdrawals are taken within the rider’s terms
    • GUARANTEED doubling of its income base on the 10th contract anniversary when no withdrawals are taken
    • View the bulletin.
  • Annuity rates – effective January 3rd – Download the rate sheet.

 

  • Annuity rates – effective January 1st – Download the rate sheet.
  • Strategy Indexed Annuity PLUS 7 & 10
    New strategy now available – one-year point to point with 50% participation strategy.
  • Palladium Century (California)
    Due to California regulations, Palladium Century 1, 3, 5, and 7 were withdrawn December 31, 2016. No Century 1, 3, 5, or 7 contracts will be issued in California.
  • Annuity illustrations available on ExpertIllustrator – effective January 1st
    See product availability.

 

 

 

Back to Top

 

LONG TERM CARE

 

  • Understanding Long Term Care Buyers
    Learn how to find the right people to talk to about long-term care insurance.

 

Back to Top

 

DISABILITY / CHRONIC ILLNESS

 

 

  • Priority Income Protection
    This product offers your clients easy-to-understand coverage at an affordable cost…in just days. Learn more.

 

Back to Top

 

MEDICARE SUPPLEMENTS

 

No bulletins this week.

 

Back to Top

 

BROKER/AGENT INCENTIVES

 

 

 

 

 

CASH IS KING – annuity incentive

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

 
Earn a CASH BONUS for your annuity sales.

 

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.

 

______________________________________________________________

 

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.

 

 

 

Back to Top