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Symetra Fast Facts flyer: 2022 tax updates
A new year brings new tax levels for federal estate and gift taxes. Our updated “Fast Facts” flyer provides some key tax figures and highlights for 2022. View Fast Facts 2022
Symetra Allocation Index (AI) Strategies now available for in-force policies issued before June 12, 2021
We’re pleased that our latest indexed universal life insurance innovation–Symetra AI Strategies–is now available to your clients with in-force Symetra Accumulator and Protector IUL policies issued before June 12, 2021.
Learn more here Symetra AI
Looking to grow your business in 2022?
Different stages of a client’s life they can have a variety of financial needs. We can help provide them solutions for each stage with our advanced sales concepts. See which of our sales concepts are right for you and your clients. View them all here Symetra Advanced Markets
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ONE AMERICA
The Things We Keep
Whether it’s one of your best days -or one of your worst, OneAmerica will be there. Making sure you and your family have the support you need isn’t just a responsibility – it’s an honor. Talk to your trusted financial professional to learn how OneAmerica can support you on your financial journey. #TheOneAmericaDifference Share the above caption and this new video with your clients to help tell the OneAmerica Story
The OneAmerica Difference
To further tell the OneAmerica story, use The OneAmerica Difference brochure that illustrates the combination of protection and services that OneAmerica offers.
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AIG
Index Rates Are Improving From AIG IMO Annuities
See the current rates for The Power Protector Series of Index Annuities, Click Here
See The Return Potential Index Annuities Can Offer Clients
Explore our online calculator to see the hypothetical range of interest an FIA could generate in different markets. www.PowerSeriesCalc.com
No Waiting: Do MORE NOW on Connext With The Click of A Button: Our new online features make it quicker and easier to manage your clients’ index and Assured Edge annuity accounts directly from Connext – with the click of a button. View income rider values, contract packages, change allocations and more. Watch the video to learn more and Download the flier to learn how
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BANNER LIFE |
You asked so we answered. Get less APS requests with Horizon.
We’re enhancing our Horizon Experience to significantly reduce APS requests. These enhancements will get your offers delivered quicker and streamline your business process. Read more.
More IDA clients protected in less time!
This month, we’re exploring decreased cycle times and all the ways our Horizon Experience helps IDA cover clients faster. Find out more about how our Advisor Application and AppAssist do just that!
Love is in the air this month!
Have clients who are newly married or tying the knot later this year? Life insurance is an act of love that provides essential support to a surviving spouse if the unthinkable happens. Learn more.
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LINCOLN |
MoneyGuard Product Suspension in NY
Due to the existing regulatory environment in New York, Lincoln Life & Annuity Company of New York (Lincoln) is unable to maintain a modern portfolio of MoneyGuard hybrid life insurance products in the state and will be suspending new MoneyGuard sales in New York until further notice. Read more.
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PROTECTIVE |
REPEAT: Protective’s Indexed Choice UL – Accumulation and Protection
Protective maximizes value for agents and their clients by creating products that are straightforward and built to last. Start engaging with your clients today to incorporate and IUL solution into their plan! Download our consumer approved flyer to educate them on the product and start having the conversation today.
REPEAT: Indexed Choice UL delivers what’s expected
Protective is deeply dedicated to your success as you continue to build your business. For your indexed business, you can feel confident recommending our Indexed Choice UL because it’s built to perform as your clients expect. Read our flyer to see why.
REPEAT: Indexed Solutions for Producers
Your clients’ financial situations and personal goals are unique to them. Helping them select the right policy is essential in meeting their needs. Learn how our IUL can offer your clients with protection plus cash value potential. Download our brochure to learn more.
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PRUDENTIAL |
Legislation and the Capital Markets Impact – the Good, the Bad and the Opportunity
Tuesday, February 15 @ 2:00 P.M. ET. Join Joe Pedersen, Director, Investment and Variable Product Distribution, Individual Life Insurance; Brett Berg, Vice President, Advanced Planning, Individual Solutions; Rory Cummings, Principal and Portfolio Manager for PGIM Quantitative Solutions; and Sean Coughlin, Regional Vice President, Prudential Financial, Inc in a powerhouse panel discussion. They’ll provide insights and opinion on the recent tax and legislative changes and resulting life insurance planning opportunities.
Reserve your spot!
PruLife Founders Plus No Longer Available for Sale in New York
Due to regulatory requirements, PruLife Founders Plus will be discontinued in New York.
Learn more
Fund Changes – Effective February 11, 2022
Effective Friday, February 11, 2022, the Suitability and Funds Listing (ORD 86218 0222) will be updated to reflect the name change and merger of several AST funds.
Learn more
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PACIFIC LIFE
NEW Video–In the Market for Life Insurance?
Life insurance is a life-long commitment. The carrier you choose matters. Share this short video with your clients to see six ways Pacific Life is striving to earn their trust as the go-to life insurance carrier. Watch this 2-minute video
WEBINAR–Client Conversations: Planning for Healthcare in Retirement
Tuesday, February 22, 2022, 9AM PT (12noon ET) – Health is the ultimate wealth. This is why it is essential to plan for healthcare in retirement. How can you help clients make sure their retirement income will be sufficient to keep them healthy? How do you guide clients who are aging into the Medicare program? Join us as we answer these and other essential questions to help your clients plan for healthcare in retirement. Invite your producers! Register Here
In Case You Missed It–February Field News Monthly
PL Promise’s Field News Monthly is an eNewsletter full of trending topics & useful tools that you can use now! Read it here!
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COLUMBUS LIFE |
Discover Total Family Protection
Columbus Life’s Index Universal Life is an excellent option for death benefit protection but it may offer protection to other family members all through one policy on the primary insured. Learn More
Download Our CLIC Mobile App Today
CLIC Mobile is a secure mobile app that allows contracted Columbus Life producers to do business anywhere, anytime and on any device. Download CLIC Mobile to access quoting modules, track the status of your Columbus Life pending business, communicate directly with new business and underwriting, reply to outstanding requirements and accept policy offers faster than ever before. Learn More
Don’t Miss Our Sales Desk FAQ Video Series
Sales Desk FAQs is a video series featuring Dillon Ruth, a Columbus Life Senior Internal Wholesaler. Dillon discusses some of the most frequently asked questions posed to the sales desk about submitting a first case, finding training materials, using Columbus Life technology and more! Watch Now
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MUTUAL OF OMAHA
Enjoy the Ride
Effective February 1, 2022, TLE 30T Return of Premium (ROP) now has Critical Illness and Chronic Illness Riders available in addition to the Terminal Illness Rider. Our TLE ROP product is a great way to provide your clients with options, and now, it’s better than ever. Learn more about these changes with this flyer.
How Will Your Clients handle the Need for Long-Term Care if it Arises?
Help your clients plan ahead with our Long-Term Care Rider – available on Income Advantage IUL and Life Protection Advantage IUL.
Sales Idea: Selling LTCi to Middle Market Clients
Traditional long-term care insurance can be the perfect solution for the Middle Market customer. Understand the middle market buyers – their motivations, needs and hesitancies when it comes to LTCi by viewing the Sales Idea.
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MASS MUTUAL
This Isn’t A “Potential Spam” Call About Student Loans
It’s a fact that clients who have recently graduated medical school haven’t had enough time to accumulate the savings needed to cover their hefty student loan obligations if they are to become disabled. Luckily, the Student Loan Rider within MassMutual’s Radius Choice can help.
Three Things to Know About Foreign National Clients
Wealthy foreign nationals like to include U.S. denominated assets, like U.S. real estate, in their global portfolios, but may be unaware of the U.S. estate tax implications. Here’s how MassMutual’s whole life insurance can address their unique needs and protect their families.
There’s More to Just Diversification
Just as there are benefits to diversifying a client’s investment portfolio, choosing options that offer different tax advantages is also important. See how it can mean accumulating more and reducing income tax liability during retirement.
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SECURIAN
An Opportunity To Save You Time –
Take your time back with Securian Financial’s fully digital application experience. The accelerated option can help reduce your sales cycle time, eliminate the back and forth, and get you access to quick underwriting decisions. Check out the video to learn more! Video
Premium Deposit Account Rate Change Effective February 1, 2022 –
Effective February 1, 2022, we increased our Premium Deposit Account (PDA) interest rates by .25%. New rates are reflected on the financial professional site and in the illustration system. PDA Highlights
Why Choose Eclipse Protector II? –
Eclipse Protector II appeals to clients who desire premiums that fit within their budget and a policy that can provide guaranteed death benefit protection and tax-advantaged cash value. Check out our Landing Page to access all our competitive and sales resources or request a custom illustration from your dedicated sales team. Request Illustration
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NORTH AMERICAN
Start sharing the love
Insure Your Love month sends the message that life insurance is love insurance. This year, North American is highlighting what it means to love beyond words, by protecting those who matter most! Get access to Insure Your Love materials to share today!
Updated key person materials
Life insurance can help protect a business from financial loss at the death of a key person, without whom the business could suffer serious consequences. View our newly updated key person materials and put this sales concept into practice!
Client Brochure
Key Person Checklist
Sales Idea and Case Study
Help clients own their financial future
Life insurance can help mitigate the risks of the unknown and help clients own their future. Builder Plus IUL 3 can provide death benefit protection, tax diversification, and long-term accumulation to help clients stop worrying about retirement and start looking forward to it. Learn more in this client-friendly flyer!
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AMERICAN NATIONAL
Sometimes higher rates are a good thing!
American National’s annuities just got even better, view the updated rates.
Looking for a new life insurance alternative in the defined benefit space?
Learn more about this opportunity by registering for the virtual training session on 2/16 @ 12:00 Central
That’s right! The answer is NO
No additional underwriting and no additional charge for American National’s Accelerated Benefit Rider (ABR), click here for details.
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NATIONWIDE
What could stop stocks’ decline?
The markets have experienced a rough start to the year. We take a look at what might be a positive catalyst for change in our latest Advisor blog: read here
Nationwide Life Pending Tracker
Make it easier to track, manage, and service your pending life insurance cases. Click here to learn more.
Nationwide is resuming CareMatters II sales in Washington state…
… effective Feb. 4, 2022. Click here for more details.
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JOHN HANCOCK
iPipeline iGO e-App –with access to instant decision!
John Hancock’s iGO eApp with Flex Complete can dramatically reduce the insurance sales cycle, potentially by up to 20 days, and offers a less intrusive way to collect medical history and signatures. This new submission method also offers access to “instant underwriting decisions” on eligible cases up to $3M for ages 18-60. Take a Look!
Use this powerful sales strategy to help boost your sales!
Have you seen our Bronze Guarantee sales strategy on JH Illustrator? It’s a compelling way to showcase Protection VUL’s competitively priced guarantee to age 100 and the opportunity to save 25% off that guaranteed premium when utilizing John Hancock Vitality. Learn More
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SBLI
REPEAT: This Process is a Game Changer!
Here’s an example of how the speed, consistency and convenience of SBLI’s Accelerated Underwriting (AU) process can clients quickly!
“SBLI was a game changer from the beginning. One Friday, an agent dropped a ticket and a phone interview was completed. A file was set up at SBLI and approved by Wednesday and the policy was issued within 24 business hours!”
Click here for our customizable marketing piece!
REPEAT: Help Your Business Move Fast…Faster…Fastest
In just three simple steps, you can get business done faster with our streamlined drop ticket solution. No meddlesome paperwork, no paramed scheduling, no stress. Click here for more details.
REPEAT: E-POLICY DELIVERY PROGRAM: An integral part of SBLI’s end-to-end digital process!
With SBLI’s E-Delivery Program there is no face-to-face contact necessary! Policy and delivery requirements can be accepted, signed and paid for by the client online. Find out more here
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GLOBAL ATLANTIC
Video: Simplifying the life insurance conversation!
We’ve created a 90-second video to help simplify what Indexed Universal Life Insurance is, and whether it could be the right fit for your clients. Watch and share!
Premium Finance – Global Accumulator Case Study
As many of you know, many high-net-worth individuals and business owners are comfortable leveraging their assets. They may have even used financing and leverage to help create their wealth. Premium Finance may permit them to leverage their current assets and the life insurance policy’s cash surrender value to obtain the coverage they need. Check out the Case Study!
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National Life Group (LSW)
Update: Maximum Illustrated Rates for Current IUL Products The short: Illustrated rates are increasing slightly; no changes to cap and par rates. The Full Story: Each year, all carriers are required to recalculate maximum permitted illustrated rates for the indexed strategies used in life products. Read more.
Do Good Tour Goes Virtual
In 2021, we planned to take our Do Good Tour to K-12 school campuses by merging it with the concept of a school supply drive. The goal was to support a handful of schools in strategic locations at the return of school in September as part of our back-to-school 403b strategy. Read more.
Agent Do Good Nominations Are Now Open!
At National Life, we know many of our agents are not only committed to your clients, but you’re also committed to your communities. That’s why we created the National Life Group Agent Do Good Award. Read more.
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ALLIANZ
Allianz In the K.N.O.W. is back for 2022
Learn about our Underwriting transformation on February 16, 1-2 p.m. Central time. At our next In the K.N.O.W. (Knowledge, News, and Opportunities Webinars) event, Underwriting AVP Gene Zimmerlink hosts while Underwriting Director Dave Duragano and Underwriting Managers Cami Taylor and Doreen White will discuss all the recent changes in our New Business and Underwriting team for improved service – including:
- Our New Business and Underwriting philosophy
- The new team structure, updated service model, and service-level agreements
- Expectations before application submission
- Competitive niches
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