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| March 7, 2018 |
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- Life Insurance sales essentials – at your fingertips
Get grab-and-go foundational informaton on the value proposition of life insurance including: prospecting, cut & paste promotions, sales strategies, and training. Over 50 resources are available to you!
- The art of prospecting
Learn how to fill your client’s need.
- Policy Delivery Receipt now required for all Foreign Nationals – Read the bulletin.
- In the Know Newsletter – March 1st
In this issue:
- Policy Delivery Receipt required for all Foreign National cases
- Revised HIV Testing & Consent form for New Hampshire
- UL Persistency Bonus Closure
- Change in when case requirements are posted in eStation
As AIG works toward a next-generation underwriting system that will allow more cases to be handled in an automated environment, they want to make you aware of changes in the timing of when requirements are posted in eStation. Read the bulletin.
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- The Independent Voice Newsletter – March 2018
In this issue:
- Multi-Factor Authentication
- To write a cover letter or not to write a cover letter… there should be no question
- Net Qualified Business Income…OR…How I Learned to Stop Worrying and Came to Love Pension Plans
- Divorce Planning with Signature Indexed UL
- Lifetime Income Riders and Non-Natural Owners
- Lifetime Income Riders Approved: Washington
- WeathQuest 7 Annuity: Lower Minimum Premium
- Two-Step Login – Multi-Factor Authentication
Multi-Factor Authentication is an extra layer of security for your American National portal. Beginning March 1, when you attempt to login to your ExpertOffice agent portal, you will be 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 complete details.
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- Life insurance gets personal. Listen in.
This episode is a personal story of life insurance, told by an extraordinary person. Melissa Wandall and Randy Zipse discuss the loss of Melissa’s husband Mark and the way his life insurance helped their family continue on. Melissa’s path to advocacy and outreach has led to amazing outcomes, from her role as President of the National Coalition for Safer Roads, the money she’s raised for paralysis research with the Florida Project to the camp she runs for grieving children. Listen and subscribe.
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- LFN Now GA Newsletter – February 27th
In this issue:
- New Products, Lower Rates, & Expanded Tele-App eTicket Submissions
- Product Updates
- e-Pocket Tax Tables Updated for 2018
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- Help clients leverage the benefits of both term and permanent life insurance – Learn how.
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- Use Life Insurance for Living with clients
The Life Insurance for Living brochure and mobile app is a great way to start a conversation with clients and gather the information needed to take the next steps. Learn more.
- TLA re-price approved in Oregon – Get details.
- Update on LTC rate increase quotes – Get details.
- How clients can save on LTCi premiums – Learn more.
- Priority Income Protection – simple, affordable and fast
Know these product advantages so you can offer your clients easy DI coverage at an affordable cost…in just days.
- Medicare Supplement announcements:
- United World Outline Correction for Nebraska
Please note: We’ve made a correction to the High Deductible Plan F header on the rate table in app book MAP550. Get details.
- Rate adjustments for Utah in April – Get details.
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- Eliminate the exam with WriteAway
North American is harnessing the power of data to create the opportunity for your healthiest clients to eliminate the exam and accelerate the underwriting process on ADDvantage term life insurance cases. Learn how.
- North American Annuity News – February 28th
In this issue:
- Share the NAC VersaChoice story with clients
- MYGA rate hike effective March 6
- NAC BenefitSolutions LPAs changed
- Quickly, easily find and take required product training
- Radio ads keep your name on the air
- Upcoming Webinars
- Annuity Anti-Fraud Training for Maryland – Read the reminder.
- Annuity rate change – effective March 6th – Get details and tools.
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- Indexed Annuity Care is now available in Hawaii
Get product information, administrative resources and consumer materials to share.
- Care Solutions News – February 28th
In this issue:
- Submitting new business with Care Solutions is easier than ever!
- Claims notification update
- Care Solutions product launch in Hawaii
- Campaign updates: Great Retirement Income Gap and Asset-Care
- OneAmerica in the news
- Care Solutions rate calculator
- Refreshed Asset-Care and Annuity Care marketing materials
- Sales ideas
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- Life Essentials Newsletter – February 26th
In this issue:
- Index Advantage UL enhancements make it even more attractive and competitive
- Get the tools you need to help clients take intentional actions to create their own legacy
- Guide to Understanding and Completing the Limited Insurance Agreement
- An enormous opportunity exists within the Hispanic American market
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- Sales Flash Newsletter – February 27th
In this issue:
- Accumulator IUL: a competitive product with a compelling yet simple story
- Symetra continues GUL leadership hot streak
- Foreign Nationals underwriting program
- Executive Bonus Plans marketing tool kit – NEW
- Easier access to rider benefits when Chronic Illness strikes
- Fast Facts flyer – 2018 tax updates
- Symetra UL-G pricing change & deadlines
- In-force policy case management is now available on Symetra Life Illustrator
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