800-377-4776
 November 8, 2017
INDUSTRY ARTICLES

 

 

  • 3 New Findings About Long-Term Care Planning Prospects’ Emotions
    Lincoln is trying to help numbers-oriented advisors learn more about clients’ feelings. Read more.

 

NEWS FROM OUR CARRIERS

 

  • Sell the right product in the right way
    Visit this comprehensive client meeting prep site! It provides tailored solutions based on a client’s generation and life stage. This helps determine “WHAT” to sell based on their life stage, and “HOW” to sell it based on their generation. Use this site for your:

    • New client meeting prep tool – provide suggested life insurance solutions that can be customized for clients of any age and at any stage of life
    • Generational prospecting – match your communications with each generation’s preferences
    • Calculators – provide valuable assistance in various financial decisions
    • Checklists – helpful throughout life’s major milestones
  • In The Know NewsletterNovember 2nd
    In this issue:

    • A&H Product Changes
    • Announcing American Elite Whole Life 2
    • Important Info for Insureds Living in California
    • Customer Service Forms Revised
    • System Update: Premium Payment and Billing Enhancements
  • Offer clients potentially more savings and less taxes
    with a qualified longevity annuity contract (QLAC)Learn more.
  • Annuity rateseffective November 6thDownload the rate sheet.

 

 

 

  • Annuity ratesNovember 2017Download the rate sheet.
  • Independent Voice NewsletterNovember 2017
    In this issue:

    • IRS Releases 2018 benefit and contribution limits for qualified plans.
    • Providing for Children from a Prior Marriage with Signature IUL
    • 2017 End of Year Business Procedures
    • Chronic and Critical Illness Riders available in CT
  • Xpress Plus Accelerated UnderwritingRead the success stories!

 

 

 

 

 

 

 

  • Make every step (and sale) countNew Apple Watch Series 3
    With Apple Watch and John Hancock Vitality, life insurance has never been so engaging. And that means more opportunities for your agents to keep the conversation going long after the sale is done! Learn more.
  • Life Insurance and Diabetesnew JHAM radio podcast
    John Hancock is kicking off American Diabetes Month with a podcast that talks about the common life insurance misconceptions held by people living with diabetes – and how John Hancock makes life insurance more accessible, affordable and rewarding for this unique segment of the market. Listen now.

 

 

 

 

 

  • Lincoln Leader for LifeOctober 30th
    In this issue:

    • Extension of Maturity Offer
    • New Underwriting Calculators
    • Two-Factor Authentication Capability added to Producer Websites
    • NY Dept. of Financial Services’ New Cybersecurity Regulation
    • MoneyGuard II expanded payment options & pricing changes in CA & HI
    • 2017 End of Year Commitment & Guidelines
  • LFN Now GA NewsletterOctober 31st
    In this issue:

    • Lincoln Financial Group to Report Third Quarter Earnings
    • FIVE, 15 Minute Weekly Webinar Series on Long-term Care
    • Product Updates
    • Uncover Small Business Planning Opportunities
  • GA Channel Marketing UpdateOctober 2017
    In this issue:

    • Improved term portfolio pricing
    • Drive more term business with faster turnaround times
    • Competitive term portfolio is here
    • Schedule Policy Reviews: links to both the policy review kit and the replay of the recent webinar
    • Wealth Transfer: links to the replay of the short wealth transfer webinar
    • Help build and protect wealth for generations with i4Life┬« Indexed Advantage
    • Create a Legacy
  • Lincoln Business Insurance Solutions NewsletterNovember 3rd
    In this issue:

    • 4th quarter planning strategies for business owners
    • Overview of IRC Section 101(j) and employer-owned life insurance
    • Planning Strategies for Business Owners
    • The key to success for your business owner clients

 

 

 

 

 

  • The growth potential of Income Advantage IUL
    Learn why indexed universal life insurance is the fastest growing permanent life insurance product on the market. And, find out how Income Advantage IUL policies have been performing.
  • Term Life Express portfolio updates approved in OR
    Our Term Life Express portfolio modifications are now approved in all states, including Oregon. Get software and marketing updates on this latest release.
  • Med Supp Premium Savers
    Clients will appreciate your agents ability to keep money in their pockets by showing them the premium-saving features of Medicare supplement plans. Learn more.
  • What you should know before talking to clients about LTCi
    Are you up to date on the required LTC continuing education? Learn where you can complete it, before you take an LTC application.
  • Introducing the LTC Prescreen Flyer
    Find out how this LTCi prescreen flyer can help your agents and their clients determine whether to proceed with completing an application.

 

 

  • Underwriting answers in the time it takes to get a pizza!
    Legacy Optimizer IUL may be the answer for your clients who are looking to leverage their money into a larger death benefit without the hassle of waiting for an approval. The application process is quick and easy. Once the application has been submitted, your client will complete the telephone interview and can typically get an answer in less than 30 minutes! Check out this easy-to-use tool to help get your client’s application submitted.
  • New Back of Napkin concept tutorial
    The right preparations could help protect clients if “the unexpected” changes their plans. Tell this story through the power of simple drawings. Watch the Retirement Roadtrip Readiness in action below.

 

 

  • North American NewsOctober 2017
    In this issue:

    • Help overcome a key client objection with our newest fixed index annuity
    • Get help explaining VersaChoice’s innovative enhanced liquidity benefit to clients
    • New podcast, radio ads are on the air
  • Case by Case Episode 2: More than a number
    The second episode of Case by Case is now live, and in it you’ll learn how to help demonstrate for clients the full picture of a product’s features, advantages and benefits. Not just the rates. Listen now.
  • New Suitability Regulation in AZDownload the bulletin & training requirements.
  • Revised Agent & Agency ContractsGet details.

 

 

  • ExtendCare Rider approved in CTRead the announcement.
  • ProClassic II UL has launchedDownload the product guide.
  • TeleLife: Faster than You Think!
    Protective put it to the test. One of their wholesalers submitted his own application via TeleLife-he received the call to complete the interview within 2 hours. Is your current process that fast? Give TeleLife a try and find out for yourself. Find out more about how quick and simple TeleLife can be. Get started now.

 

 

 

 

  • Enhancements to Chronic Illness & Chronic Illness Plus RidersLearn more.