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Archive for the ‘Life Insurance’ Category

Client Ready IUL Video to Help Build Your Business

Life insurance can be more than just a death benefit. Show your agents how they can build their business with the competitive advantages of indexed universal life insurance — from protection to tax-advantaged growth and income potential and more.



Introducing “Orange Money”

The new “Orange Money” ING ad campaign demonstrates how making smart financial choices today can lead to being better prepared for the future. It addresses consumers’ desire to gain more control over their financial lives. The campaign launches to the public on Thursday, but here’s an advertising sneak peek: http://orangemoney.ing.us



Live with Advanced Markets – Life Insurance in Qualified Plans – 3/19 1PM

Live! with Advanced Markets is a series of monthly webinars focused on planning strategies using AXA Equitable products. Join us March 19 for a webinar on Dollars and Sense: Using Qualified Plans to Buy Life Insurance. Trouble viewing this document? Click here to view online or download.Embedded Document



Sleep Apnea – Aggressive Underwriting Moves Table C to Best Class

See how a client with Sleep Apnea was originally assessed a Table C rating, yet was subsequently approved with a Preferred Elite rating by AXA Equitable. For fast help with your next sleep apnea case, call the life underwriting experts at Creekmore Insurance Group – 800-359-5102. Trouble viewing this document? Click here to view online […]



Treasury Indexed UL Webinar – Thursday 3/14 3:30PM ET

Learn about the latest innovation in indexed UL. Expenses and cost of insurance charges are guaranteed Cap and participation rate are guaranteed Innovative indexing strategy linked to 10-year Treasury yields This product takes the guesswork and “Just Trust Us” out of IUL. The only moving part is the underlying index! Index crediting goes up when […]



“Step it UP” Profiles – Life Insurance Prospecting Tool

The “Step It UP” prospecting worksheets will help you identify sales opportunities within your personal network. If you need help or would like to discuss a case, call Creekmore at 800-359-5102. Trouble viewing this document? Click here to view online or download.Embedded Document Trouble viewing this document? Click here to view online or download.Embedded Document



Policy Loan Rescue Strategy

If you have clients with an outstanding loan on an existing life insurance policy, a 1035 exchange into a new product may be the best option for salvaging the situation and preventing a major income tax problem from developing. Trouble viewing this document? Click here to view online or download.Embedded Document



Advanced Markets Radio: Updates on the Mark Wandall Foundation

February 19, 2013 Updates on the Mark Wandall Foundation with Melissa Wandall www.jhamradio.com Today Caroline McKay, Associate Counsel of JH Advanced Markets Group talks to Melissa Wandall of the Mark Wandall Foundation about her life story, which has transformed her into a life insurance advocate. Melissa returns to JHAM Radio to discuss the value of […]



Coming Soon – IUL Linked to 10-Year Treasury Yields

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AXA – Underwriting Aviation

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AXA – Progressive Underwriting

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AXA – Underwriting – Insuring High-Profile Clients

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John Hancock – Top 10 Underwriting Strengths

CAD Diabetes Cancer Smoking classifications Healthy credits Capacity and retention Flexible underwriting requirements Foreign residents Foreign travel Generous TIA Trouble viewing this document? Click here to view online or download.Embedded Document



Preparing Clients for Paramedical Exams

What is a Paramedical Exam? PARAMEDICAL EXAM Before issuing a policy, an insurance company needs medical information about you, the applicant. A certified medical professional gathers this information during a paramedical examination. The medical professional will ask you questions about your medical history and record your blood pressure, pulse, height and weight. The insurance company […]



Gastric Bypass – Preferred After Six Months!

CHALLENGE Your client recently had gastric banding or bypass surgery and has lost a significant amount of weight.  Most companies will not offer coverage without a sub-standard rating until the applicant is 2-5 years out from surgery. SOLUTION Some insurers will consider your client 6 months after surgery at standard and even preferred rates, depending […]