May 24, 2017



  • Estate and Life Insurance Planning After Tax ‘Reform’
  • Important DOL Update Conference Call


  • Learn about the Quest Series of Annuities
  • Learn about the Wealth Builder Series of Annuities


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  • After “Yes,” Holding It All Together
    Just keeping quiet may put the client in the mood to back out. Read more.


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No bulletins this week.


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  • Non-Permanent Chronic Illness ClaimLearn how it works.
  • Bridging the retirement income gap
    Your clients are looking to you to help them achieve their retirement income goals. With the Retirement Income Analyzer, they have a step-by-step guide on identifying, evaluating, and learning how you can help them guarantee income for essential and lifestyle expenses.



  • Conversions to Signature GUL from Signature TermLearn more.
  • Competitive Cash-Out Rider on Signature Guaranteed ULGet details.



  • Second-to-Die with ultimate flexibility
    Not only is Globals’ Survivorship Builder one of the best priced second-to-die products on the market but it also offers ultimate flexibility for death benefit protection, cash accumulation, and possibilities to use their revamped Accelerated Access Rider. Download this example of how Survivorship Builder can solve the needs of a certain client scenario.


  • LFN Now GA NewsletterMay 16th
    In this issue:

    • Lincoln Leader – Life
    • June 1 Webinar – Estate & Life Ins. Planning After Tax ‘Reform’
    • LFN Staff Forum – Save the Date!
    • Product Updates


  • BOLD action to advance your client’s business
    This BOLD Consumer Brochure helps your clients understand the many challenges they face and how you can help them prioritize their needs.
  • Give your sales a LIFT
    No tool can solve every problem. “Life Insurance as a Financial Tool (LIFT)”, positions you to show clients why they should consider a variety of tools for their retirement strategy. LIFT helps complement your clients’ financial toolbox in order to protect their family, provide retirement income and pass on their estate. Learn more.


  • Life Insurance Applicationrevision
    Effective June 1, 2017, they are revising their fully Underwritten Life Insurance Application. Get details.
  • Life Protection Advantage IUL
    • Available in CA – effective June 1stGet details.
    • Learn how it can help clients, as well as their adult children, protect their financial future.


  • Are your clients asking these tough questions?
    – What is my death benefit need?
    – What are my options in a low interest rate environment?
    – What if extended nursing care is in my future?
    – How can I prepare and protect myself?
    These are all potential risks to your client’s financial strategy. Explore this eBook to learn how you can help mitigate risk in your client’s financial strategy.
  • Revised 1035 Exchange FormDownload the bulletin.
  • Revised Pennsylvania Disclosure FormsDownload the bulletin.


  • Premium flexibility can help clientsLearn how.


  • Living Needs Benefit in CA
    Due to changes in the LNB rules for the state of California, Prudential is implementing a retroactive transition period for policies sold between December 16, 2016 and May 15, 2017. Learn more.


  • Expect a WHOLE lot more – with Whole Life products from SBLI
    See their product portfolio to discover which Flex Whole Life policy fits your clients’ needs.


  • Sales Flash NewsletterMay 2017
    In this issue:

    • NEW Charitable Giving Rider flyer for clients
    • Symetra UL-G continues to bring the heat
    • Updated Underwriting requirements and preferred guidelines
    • Case Study: Using Symetra UL-G with ROP in Key-Person life insurance designs


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  • More web enhancementseffective May 15thGet details.
  • Important DOL Preparation Update
    Watch this important webinar replay as North American outlines their plans for complying with the Department of Labor (DOL) fiduciary rule’s June 9, 2017 applicability date. Specifically, they discuss the impact to new business processes, their product portfolio and training resources.




  • Annuity & Asset Sales NewsletterMay 19th
    In this issue:

    • Offer a new journey to a secure retirement
    • Help clients maximize social security benefits
    • DOL – Rules of the Road
    • Missouri implementing NAIC Model Replacement Regulation
    • Virginia Adoption of the NAIC Model Suitability Regulation
    • Journey Sales Concept Webinar
    • Register to complete your Journey PST


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  • In-force rate action notifications for late JuneGet details.


  • TWO great technology tools to help you write rore LTCi
    The LTCi e-App & Mobile Quote tool make doing business with Mutual of Omaha even easier. Here are some reasons why.
  • Rate adjustments for OH & SCeffective August 1stGet details.


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  • Priority Income Protection e-quote/e-app for FL
    The e-quote/e-application tool is now available for Florida on Sales Professional Access on May 22, 2017. Read the bulletin.
  • Critical Advantage Portfolio available in VAeffective June 1st
    Critical Advantage is a critical illness, cancer, heart attack and stroke insurance policy that provides a lump-sum benefit upon diagnosis. Learn more.


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  • Rate adjustments for GA, KY, MO & SCGet details.
  • Modernized rate release for CA, DC, ID, MD, UT & WYGet details.
  • Discount for Online Medicare Supplement Agent Directory
    Add your listing to the Online Medicare Supplement Agent Directory. Take advantage of a 20 percent discount offer! Learn more.


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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!


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