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.
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.
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.
Allianz Life Pro+ Advantage
A helpful introduction to Allianz’s new Life Pro+ Advantage product. Watch Now.
Watch this webinar with Austin Bichler and Krista Johnson to learn more about Allianz’s newest product. Watch here.
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.
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.
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.
Share candid videos made by Prudential of real families talking about their answers to thought-provoking questions. How would people you know respond? Send them an email in one easy click and start a conversation about the importance of 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.
55% of Americanssay 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.
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.
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 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.
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.
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.
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.
The Alliance for Lifetime Income’s landmark survey reveals significant anxieties about retirement income, as well as barriers to retirement preparedness. Did you know, eight in ten non-retired Americans (80%) express anxiety that their savings may not provide enough to live on in retirement? Read more.
The Alliance for Lifetime Income’s Protected Income Index Study is an ongoing research program that tracks the level of protected and unprotected households in the United States. It provides valuable insights into Americans’ attitudes and behaviors around retirement-income planning.
Use this tool provided by Principal to help demonstrate various planning needs to your client.
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.
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.
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 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.
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.
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.
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.
One of the distinguishing characteristics of top performers in sales is the ability to avoid two common, self-imposed mental handicaps: reachback and afterburn.
