Marketing

We’ve put together a ‘toolbox’ of educational and marketing materials from some of our carriers to help you successfully grow your business.

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Marketing Materials

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Carriers +
Products

Annuities
Learn more about our annuity carriers and use their tools + resources to help build and grow your business.
AIG
Power Select Index Annuities
- A helpful guide to AIG’s Power Select Index Annuities.
Power 10 Protector
- Provided by AIG, a comprehensive playbook of marketing materials for Power 10 Protector Indexed Annuities.
Global Atlantic
Annuities Sales Kit
- Use this helpful toolkit from Global Atlantic when building + selling to your clients.
Principal
Annuities Explained
- This brochure provided by Principal will answer all your outstanding annuity questions.

Life Insurance
Learn more about our life insurance carriers and use their tools + resources to help build and grow your business.
AIG
Financial Worksheets
- AIG is committed to partnering with agents when it comes to successful case design and encourages you to consider using these worksheets when developing your case. They are not required parts of an application but can help you calculate the total allowable amount of insurance for your client before writing the application.
Master Playbook
- Enable you success with these tools and resources by AIG
Allianz
Tax Check List
- Most things remain constant from 2018, however, there are a few changed in 2019 that may impact your tax return. Get ahead this year with this helpful brochure from Allianz.
The Evolution of IUL
- Fixed index universal life insurance represents 25% of a 2.7 billion total life insurance market. With so much opportunity, it is important to understand the new product designs being introduced into the marketplace. ‘The Evolution of IUL’ will help you navigate this growing landscape.
Principal
Protect What Matters Most
- Your guide to life insurance.
How Much Life Insurance Do You Need?
- Life Insurance protects the people you care about and who depend on you financially. Use this tool to determine your current life insurance needs. But keep in mind, your coverage can be adjusted up or down to fit your budget and personal preferences.
An Overlooked Way to Improve your Financial Future
- Start viewing your life insurance policy as an asset. Learn more.
Protecting Your Retirement
- Protect more. Prepare more. And save more for retirement. Learn how life insurance can help you get to your retirement goals.
Protective
Sell What Matters
- Protective has made it easy to start the life insurance conversation with your clients. Customizable materials, just a few clicks away.
One Size Does Not Fit All
- Protective understands that you need solid choices – that fit your needs – when it comes to life insurance. No matter what those are, they’ve got you covered. Learn more about their Classic Choice Term or Custom Choice UL in this brochure.
Mutual of Omaha
A New Way To Think About Life Insurance
- Use this worksheet to help clients understand the cost of significant life events and how life insurance can play a role in providing security when those occur.

Long-Term Care
Learn more about our long-term care carriers and use their tools + resources to help build and grow your business.
Lincoln Financial Group
MoneyGuard Fixed Advantage
Universal life insurance policy with a long-term care rider that reimburses for qualified long-term care expenses.
Mutual of Omaha
Video: Protect What Matters Most
- MoO long-term care consumer video is a good way to show people how an LTCi policy can help them protect the things that are most important – spending time with family, staying in the home they love, and using their nest egg to make retirement dreams come true.
Sales and Training Materials
- Learn about the products, get tips for selling and see the materials available for use with prospective customers.
Underwriting Guideline
- A helpful tool provided by Mutual of Omaha when evaluating client eligibility.
One America
Asset Based LTC Toolkit
- Protect your clients from the financial burden of long-term care. Use this resource from One America to help your clients plan for their future.
NEW Asset Care Marketing Collateral
- With the launch of One America’s new Asset Care product, they’ve assembled a comprehensive suite of marketing collateral to help you best market to your clients.

Disability Insurance
Learn more about our disability insurance carriers and use their tools + resources to help build and grow your business.
Principal
DI Retirement Security Profile
- Learning about DI Retirement Security (DIRS) from Principal is easy. This program profile outlines the key features you need to know about to help clients and grow your business.
Key Person Replacement Profile
- Learning about Key Person Replacement (KPR) insurance from Principal® is easy. This product profile outlines the key features you need to know to help clients.
Disability Buy-Out Profile
- Learning about Disability Buy-Out (DBO) insurance from Principal® is easy. This product profile outlines the key features you need to know to help clients.
Business Loan Protection Profile
- Learning about the Business Loan Protection rider from Principal® is easy. This product profile outlines the key features you need to know.
Overhead Expense Profile
- Learning about Overhead Expense (OE) insurance from Principal® is easy. This product profile outlines the key features you need to know.
Individual Disability Insurance Profile
- Learning about individual Disability Income (DI) insurance from Principal is easy. This product profile outlines the key features you need to know about to help clients and grow your DI business.

Marketing
Solutions

LTC Awareness Month
Life Happens
- 55% of Americans say most people need long-term care insurance, according to the 2019 Insurance Barometer Study that Life Happens and LIMRA conducted. However—and here’s the catch—only 15% say they own it.
  November is Long-Term Care Insurance Awareness Month. Thankfully Life Happens has put together a range of LTCI tools and resources—many of them brand new—to use for consumer outreach. Explore the different resources to find which materials are right for your campaign.

AIG
Cut the Small Talk
- Are Fixed or Indexed Annuities right for you? Let’s figure it out.
Indexed Annuities Explained
- In this video by AIG’s, they dive into what Indexed Annuities are and how they can benefit your client.
Alliance for Lifetime Income
- Addressing the need for protected retirement income.

Allianz
Protecting Retirement Income
- Help your client protect their retirement income from market volatility by helping them understand the impact of their sequence returns.
Tax Checklist 2019
- As we enter the second year of the Tax Cuts and Jobs Act (TCJA) of 2017, most things remain constant from 2018. However, there are a few changes in 2019 that may impact your clients tax return. Recognizing the impact of these changes sooner rather than later may better equip you to review, and potentially modify, their 2019 tax filing.

John Hancock
The tax season has officially wrapped up for many. Now is a great time to start talking to your clients about the tax benefits of life insurance – the tax-free benefit, tax-free distributions, tax-free growth on cash value, and more! To aid in this discussion, John Hancock has a suite of materials available:

NIW
NIW first emerged as a leader in premium finance in 2000. Since then, the company has focused on financed insurance solutions mainly in the US market. As a company, NIW combines long time industry experience with conservatism to create financial solutions that are focused on sustainability. NIW uses financed insurance to reduce clients’ out of pocket costs, and are specifically designed to stand the test of time. Learn more here.
NIW presents Kai-Zen
- Due to limitations, traditional retirement plans are typically insufficient for high income earners. If you want the potential to maintain your lifestyle in retirement, you need a proactive strategy that puts more money toward helping to protect your future without putting a drain on your current finances. Kai-Zen is one of the ONLY strategies that uses leverage to help you acquire more of the insurance benefits you need to financially protect you and your family. Learn more.
NIW University
- Learn about the latest products and updates from NIW at NIW University. Tickets sell fast, so make sure to grab yours!

Principal
Create a Prospecting Strategy
- Initiate life insurance conversations with your clients and prospects … and win them over. Leverage these life insurance awareness materials, including presentations, videos, checklists, handouts and more from Principal.
Combat the Unpredictable
- There are risks in retirement that can derail your clients’ plans. Life insurance is an often overlooked tool to help meet these unexpected challenges. Only life insurance can give them a death benefit while also building cash value they can access, generally tax-free.

Mutual of Omaha
Map Your Course
- With adequate preparation you can help minimize your retirement risk.
Sequence of Returns: Timing is Everything

Advanced
Planning

Allianz

SECURE Act
The SECURE Act (“the Act”) intends to improve the nation’s retirement system through various changes that will help individuals trying to save and small business owners wishing to offer retirement plans.
There are many other provisions included in the Act. This is a high-level summary and is not intended to be a complete analysis of the Act. Click the link to learn a few key highlights.

Alliance

Home
The Alliance for Lifetime Income is a nonprofit organization that includes some of the nation’s leading financial services organizations. They are commitment to help fund the Alliance’s work to create awareness and educate Americans about the importance of protected lifetime income by providing educational resources, tools and insights they can use to build plans for protected retirement income.
Check Off The Basics
An analysis of Americans preparing for retirement finds that they are worried about their income lasting throughout their lifetime. The results are part of a landmark Protected Lifetime Income Index Study, a major ongoing research program sponsored by the nonprofit Alliance for Lifetime Income.
How An Annuity Works
Annuities are flexible products and, depending on the type, can meet needs for protected lifetime income, growth and downside protection.

Principal
Business Solutions
- - Overview
    Principal makes it easy to succeed no matter your clients’ business type, size or need. Learn more about their business solutions and how you can help your client plan for every need.
  - Valuation
    Uncovering business owner needs and starting the planning conversation is easy when you use Principal’s complimentary business planning services. The reports serve as a great door-opener that can lead to life and disability insurance sales and help business owners.

John Hancock
Know the Law
- A state by state guide to taxes and creditor protection.
Business Analyzer
- Business owners and executives have several non-qualified plan options when it comes to funding their retirement and addressing estate planning and buy/sell objectives. With the Business Analyzer tool, you can help your business-owner clients determine which option may be best by answering questions based on their individual planning objectives.
SECURE Act Blog
- The new SECURE Act significantly changes the retirement planning landscape. This blog will address those key changes.
Transfer for Value Reportable Policy Sales
- Final regulations associated with the transfer-for-value and reportable policy sale rules were issued at the end of 2019, with some significant changes that could lead to the taxation of death benefits for certain transfers. Our newly updated BYA on transfer-for-value & reportable policy sales helps you navigate these new laws.
2020 Fingertip Tax Guide
- Be sure to save a copy of this handy guide for quick reference.

Life Trends
Step-up Your Setup
- In this article, Life Trend steps through the many components of a typical distribution-oriented illustration setup that may ensure a policy’s premiums, cash accumulation, and death benefit work together to stay within current tax guidelines.*
Participation Loans
- Participation Loans have been around for some time now. However, even a brief perusal of the options for these participating loans reveals a great deal of variety. Read more about what the primary differences are between the various types of participating loans currently in the market.
Safety in Numbers
- How can two different solves start so similarly but end up with vastly different fortunes in the end? While most of the market is minimally funding their policies, wouldn’t it be better to endow them for that extra cash build up as safety net? Life Trend decided to dig into the numbers and find out if this hedge is a worthwhile approach.
70% Window
- LifeTrends looked at all the IUL options to get our arms around this market, and they are bringing the 70% window evaluation back as the strongest, and simplest approach to riding this wave.
A Closer Look : Actuarial Guide 49
- What are the likely impacts of AG49? In this paper, Lifemark will summarize the major provisions of AG49 and consider their likely ramifications, both near-term and long-term, on products and the IUL industry as a whole.

News

September 5 2023

Spousal Lifetime Access Trust (SLATs)

In case you missed it, the webinar replay is available on demand.

September 5 2023

7 Things Every Advisor Should Know About Whole Life Insurance

Join Dan Foley, CLU®, Senior Vice President, Marketing and Timothy Luberecki, ACS®, AFSI®, FLMI®, Senior Product Market Analyst, as they discuss the key elements of whole life insurance that every informed life insurance advisor should know.

August 17 2023

Unexpected Gratitude Welcome

When delivering “White Glove” service, it is important to consider recognition and appreciation programs that celebrate your top clients, advisors, and centers of influence. It’s one thing to process and service someone’s business..

August 17 2023

Check Your Knowledge : Trust Planning

Leverage life insurance in a trust strategy to unlock advantages and benefits to help clients leave the greatest legacy possible. Help meet wealth transfer goals, including protection from taxes and creditors and addressing privacy and probate concerns.

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