| SALES, MARKETING & INDUSTRY ARTICLES |
- Reaching the Middle Market, Part 2: How to Make Yourself Heard
The trick is to get the attention of consumers who think Google and Facebook have all the answers. Read more.
|
- In The Know Newsletter – June 8th
In this issue:
- eService: Help your client help themselves
- Service Improvement Update as of 5/31
- Streamlining of Product Portfolio
- CA’s Medi-Cal Eligibility form updated
- Estate Planning with Signature Whole Life
Signature Whole Life Insurance can be used as part of a comprehensive estate plan to help your clients avoid common estate conflicts. Learn more.
- Send your cases through the Fast Lane!
Fast Lane Accelerated Underwriting is a dynamic approach to underwriting your cases. Rather than completing a full traditional medical exam, Fast Lane streamlines the process. Learn more.
- Underwriting Guidelines updated – Get details.
- Generate more referrals with Apple Watch
Your clients can earn an Apple Watch Series 2 for as little as $25 by exercising regularly. It’s just another great benefit of life insurance with the John Hancock Vitality Program. Learn more.
- Underwriting Field Guide
Check out the updated Underwriting Field Guide; which includes a revamped format and a few new sections. Some of the changes include:
- Improved build chart for the Standard and Substandard underwriting classes
- Ages 20-50, an APS is not required in most cases (if Standard NT or better) for coverage amounts $100,000 – $249,999
- Consolidated list of conditions usually requiring an APS
- Simplified personal income multipliers
- Raise awareness of Alzheimer’s with your clients
Every 66 seconds an individual 65 and older is diagnosed with Alzheimer’s.1 Early detection and planning are two ways you can help your clients with their long-term care (LTC) options. Use these new Alzheimer’s materials to help you start the conversation.
- LFN Now for GA’s – June 6th
In this issue:
- New FPA Discount Code
- 2018 GA PREMIER PARTNERS qualification requirements
- Product updates
- And more.
- SecureCare UL ranks #1 for common competitive LTC scenarios
SecureCare Universal Life provides your clients with flexibility and helps protect their assets from rising long-term care expenses – all while maintaining life insurance protection. View this competitive flyer.
- More than just a death benefit – client video
Your clients may not have considered life insurance as an accumulation tool, but in many ways, it’s more than just a death benefit. Life insurance can provide their families with an asset that will help them keep their dreams and aspirations alive. Share this video with clients.
- Re-priced Term Life Answers rates
On June 1, 2017 they hit the road with their new competitive Preferred Plus, Age Last Birthday rates.
- The Mechanics of Indexed Universal Life
Both of their IUL products use the same straightforward index interest crediting method. Watch this short video to get a basic understanding of how their IUL products work.
- A new way to approach your GUL cases
Think outside the GUL box! Offer clients who are seeking affordable lifetime coverage a different solution than GUL-one with similar guarantees but even more cash value. Learn more.
- Life Essentials Newsletter – June 5th
In this issue:
- UL Protector Approved in New York – effective June 12
- PruTerm One Repricing – effective June 12
- Reminder – June 30th Placement Deadline Approaching for UL Protector Cases Using Previous Rates
- New Product Coming Soon
- And more.
- Discover the competitive advantage of SBLI!
SBLI’s 30-year term with a $1,000,000 face amount is #1, 72% of the time and in the top 3, 100% of the time! Now you can leverage that price competitiveness to connect with clients, across all ages, and target the 30-year market. Learn more and get materials.
|
|
- Rate decreases – effective June 12th
American Pathway Immediate Annuity and American Pathway Deferred Income Annuity rates decrease on June 12, 2017. Download the new rate sheet.
- Need help explaining income annuity payment options?
With nine different payment options to choose from, clients need your help to know which is the right fit for them. How well do you know the options? Keep this “Income Annuity Payment Options” flier handy to refresh your memory.
- DOL Fiduciary Rule – Read the compliance bulletin.
- Athene Performance Elite 7 – COMING June 12th – Learn more.
- The Bottom Line Newsletter – June 2017
In this issue:
- June is Annuity Awareness Month
- Show clients how “zero can be their hero” – sales concept
- And more.
- Indexed Annuity rates – effective June 15th – Get them now.
- Losing Ground is Costly
Help clients better understand the challenge of overcoming lost value. Set the stage for a discussion of insured products and protected income.
- Social Security can help you sell
Client content, claiming strategies, easy-to-read fact sheets, a dozen videos and more. Use Integrity’s “Social Security Know How” information to help educate prospects and turn them into clients. See how these resources can connect the dots to sales.
|
- In-Force Rate Action announcements:
- The advantages of traditional LTCi
Here’s a look at the great protection and advantages of offering a traditional LTCi policy to your clients.
|
| DISABILITY / CHRONIC ILLNESS |
- Disability Income Insurance Accident-Only Coverage
Accident only DI offers your clients vital paycheck protection. Typically the least expensive DI option, it will help pay monthly expenses if your client is injured in an accident and can’t work. Learn more.
|
- New Medicare Supplement Plan for Wisonsin – Get details.
- Nevada now has one company for the state
Effective July 1, 2017 only Medicare supplement underwritten by United World will be available for new business sales in Nevada. Read more.
- Rate adjustments for AL, IA, IL, IN, MD, MN, OK, PA & WA – Read more.
|
|
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.
Earn an Apple Watch
(Qualification Period: May 1 – August 31, 2017)
Earn a chance to win an Apple Watch by submitting life applications through ExpertApp.
Get complete details.
______________________________________________________________________________
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! |
|
