iPipeline iSolve Training Video!
Below is the link to the iSolve take the tour/training video.
https://www.customerportal.ipipeline.com/knowledgebase/isolve-take-the-tour/
Product News
AIG Connections Newsletter – January 2022
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NEW! Lifetime Income Choice® Video Watch and share our new client video on the Lifetime Income Choice guaranteed living benefit rider available in the Power Series of Index Annuities®. Watch the video to learn more |
Are your clients looking for higher yields?
Watch our “How To” video and explore our online calculator to determine the hypothetical range of interest outcomes a fixed index annuity may generate over different market environments.
Watch the video to learn more
View Online Calculator
No waiting: Do MORE NOW on Connext with the click of a button
Coming soon, 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.
Watch the video to learn more
Download the flier to learn how
New! Digital Partnership Programs Brochure
Introducing the “Partnership Programs” brochure, a digital library with descriptions and direct links to our award-winning Client Engagement, Business Development, and Research & Partner Specialty programs designed to help elevate and grow your business.
| Client Profile Form Update & Guide REMINDER! Effective Monday, February 14, 2022 the updated Client Profile Form will only be accepted with all New Business Submissions. Read the bulletin and guide for basis of recommendation for additional information. |
DOL Update and Prohibited Transaction Exemption (PTE) 84-24 Disclosure Form
To help agents comply with the latest guidance from the Department of Labor, we are making available a “Prohibited Transaction Exemption (PTE) 84-24 Disclosure and Acknowledgement Form”. Read the attached bulletin to learn more.
2022 Key Data Reference Guide
Download the 2022 Key Data Reference Guide to see updated tax brackets, contribution limits, deductions, and new Uniform Lifetime and Single Life Expectancy Tables with information on lower RMD amounts. It’s important to note, 2022 is the first year in nearly two decades that we’ve seen a change in RMDs.
Reminder: Update to Cross Border Exception Form
Effective 1/24/22. The Cross Border Exception Form has been updated with a revised list of what is considered to be a sufficient nexus for the sale and the addition of a signature line for the applicant.
Connecticut adopts changes to suitability rules
Financial professionals in Connecticut must complete required training due to National Association of Insurance Commission (NAIC) revisions to its Model Regulation 275, Suitability in Annuity Transactions. Please read the bulletin for deadlines and changes to our application submission process for each state below:
Updated Producer Sales Manual
The Producer Sales Manual has been revised. Please review the attached Compliance Bulletin for a summary of the revisions and the Producer Sales Practices Manual for complete details.
Download Bulletin
Download Producer Sales Manual
Banner Life LGA: Rate change notice: new year, new rates!
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What are the changes? We’re making more reductions, especially in the Preferred classes, which means more #1 pricing than any other carrier. These changes are effective today, January 12, 2022. Visit our term webpage for updated materials as well as our Administrative Guidelines.* Holiday office closure Please note that our offices will be closed Monday, January 17, in observance of the MLK Day Holiday. |
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LSW: At Your Service: New Year Updates!
eDelivery Updates
New e-Delivery Enhancements.
Reminder: New Claims Process FAQ
Making the claims process easier for you and your clients to understand.
Prudential: Here’s what’s new this week in Life Essentials!
Here’s your 2022 Trimester Marketing Resource! |
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Important and Exciting Lincoln National Life and MoneyGuard Updates!
Top headlines for Lincoln Insurance Solutions: January 2022
Pricing Update: Lincoln TermAccel® Level Term (2019) and Lincoln LifeElements® Level Term (2019)
Effective Jan. 10, 2022, Lincoln will be implementing pricing updates that will improve competitive positioning in key cells. Read More.
Lincoln MoneyGuard® Pricing Improvements
Effective Jan. 10, 2022, Lincoln will be implementing pricing decreases to Lincoln MoneyGuard® III and Lincoln MoneyGuard® II, which will improve competitive positioning while continuing to align the MoneyGuard solutions suite. Read More.
Lincoln MoneyGuard® – Washington Availability
Effective Jan. 10, 2022, Lincoln will once again offer MoneyGuard® product solutions for new sales in the state of Washington, including Lincoln MoneyGuard® III and Lincoln MoneyGuard Market Advantage®. Read more.
Enhancements coming to Lincoln AssetEdge® VUL
Effective Jan. 24, 2022, Lincoln will release its next-generation accumulation VUL. Lincoln AssetEdge® VUL (2022) will provide significant market-driven growth potential and cash value liquidity for retirement and protection needs. Pricing updates improve competitiveness in both accumulation/distribution-focused designs, as well as protection-focused designs. Read more.
Important Update from the Office of the Chief
Please join us in congratulating Jordan Carreira as he embarks on his retirement journey in 2022 after 21 years with Lincoln as Vice President and Chief Underwriter. Read more.
NEXT EVENT: Lincoln ONEMeeting on January 24th at 1 pm (EST)
As we monitor the tax proposals in Washington, the upcoming changes could create new opportunities for Life Insurance. Join us for an update and to hear how our new solution, Lincoln AssetEdge® VUL,
can give you an edge in 2022. Registration opens Monday.
Important Carrier News and Updates – 01/05/2022
Life Insurance:
Pacific Life — The $12 Trillion Opportunity
Protective — Updated ExtendCare Per Diem
Symetra — Introducing the Symetra SwiftTerm Extra Coverage Program
Annuities:
American Equity — Help Create Greater Financial Dignity with Guaranteed Lifetime Income
American National — 22 Uses for Annuities in 2022, New Tax Law Update, Key Person Coverage
American National — New Year-New Increased Annuity Premium Limits!
Athene — Apollo and Athene Complete Merger
Delaware Life — Monthly Index Performance Summaries
National Life Group — Resources for 2022, Annuity Statement Delays, and More!
Nationwide — Nationwide New Heights 9, 10, 12 Closed to New Sales Effective Jan. 4, 2022
North American — Using Balanced Accumulation Kit, Radio Spotlight with Jeff Bush, Product Buzz and More
W&S — Help Clients Get Their House in Order in the New Year
Long Term Care:
Mutual of Omaha — Download the 2022 LTCi Tax Advantages Flyers
Mutual of Omaha — Condition-Related Marketing: COVID-19
Mutual of Omaha — New to Selling Long Term Care Insurance
National Guardian Life — New Enhanced Essential LTC Releases
National Guardian Life — 2022 NGL Tax Summary for Long Term Care
Disability:
Mutual of Omaha — Mutual Income Solutions: Premium Discounts Available
Mutual of Omaha — DI Sales Idea: Complementing Current Coverage
Mutual of Omaha — Help Clients Protect Their Income
Mutual of Omaha — The Mutual Income Solutions Highlight Sheet
Introducing the Symetra SwiftTerm Extra Coverage Program
Symetra SwiftTermSM Extra Coverage Program |
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Extra coverage without the extra underwriting |
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Program highlights |
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CEO Of Major US Insurance Company Says Deaths Are Up 40% Among People Ages 18-64
CLICK HERE to read the full article now!
