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Archive for the ‘Life Insurance Marketing’ Category

Prudential – BenefitAccess Rider Consumer Workshop Kit

This kit provides the materials you’ll need to host your own BenefitAccess consumer workshop. Build your business by talking to clients about the need to plan for chronic illnesses, and use these ready-to-go materials. Trouble viewing this document? Click here to view online or download.Embedded Document Trouble viewing this document? Click here to view online […]



Prudential – Gear up for Fourth Quarter with Term Conversions

Fourth Quarter is fast approaching and now is a good time for you to revisit the Term Conversion process for both Prudential and Hartford Term products. Review these highlighters prior to submitting paperwork to help ensure a smooth conversion process. Trouble viewing this document? Click here to view online or download.Embedded Document Trouble viewing this […]



Lincoln Leader – Life Version – September 15, 2014

September 15, 2014 KEY HEADLINES Volume 12, Issue 14 Updated and new Supplemental Retirement Planning advisor training videos Policy Rate of Return added to VUL Annual Statements Lincoln VUL Dollar Cost Averaging Fixed Account Enhanced Interest Rate Program – Extended throughMarch 2015! Hooper Holmes No Longer Offering Medical Requirement Services Lincoln and ExamOne Announce New […]



Top 2 Client Concerns When Purchasing Life Insurance

    Making the right assessment to determine your clients’ life insurance needs According to LIMRA1, the two most important questions clients want answered when purchasing life insurance are: How much do I need? How much will it cost? For your clients and prospects who may have been price-sensitive in the past, we are happy to offer […]



New Retirement Insurance Concept Training Materials

  ‘Retirement Insurance’ with unparalleled financial security and flexibility Help your clients protect their retirement plan with one permanent life insurance policy that can cover them in three situations: an untimely death, a chronic illness or simply outliving retirement funds. AG Asset ProtectorSM is unique to the marketplace! Learn more in our new market opportunity […]



Advisor’s Guide to High Net Worth Foreign Nationals Marketing – Part 3

Focuses on producer eligibility and solicitation guidelines



Advisor’s Guide to High Net Worth Foreign Nationals Marketing – Part 2

Outlines the importance of this market with focus on underwriting guidelines, jurisdiction classification and more



Lincoln Leader – Life Version – June 30, 2014

Inside this issue of the Lincoln Leader: Coming Soon: Changes to the Life Competitive Intelligence Website Lincoln MoneyGuard® II now available in Connecticut Lincoln Premium Financing Guidelines & Best Practices for all ages and face amounts E-strategy for Lincoln Life Business – Full steam ahead! (Reprint) Trouble viewing this document? Click here to view online or download.Embedded Document



Premium Deposit Accounts and Advance Premiums

Design Whole Life Single Pays that Make Sense A premium deposit or “advance premiums” account is an efficient way to fund a life insurance policy via a single payment. This kind of account offers considerable flexibility for the client, including allowing them to withdraw a substantial amount of the advance deposit with minimal penalties. A […]



High Net Worth Foreign National Sales (HNWFN) Guides

ING is differentiating ourselves from the HNWFN competition with two new easy-to-use guides explaining our agent guidelines and underwriting requirements. Available now for order! Contact your Creekmore rep for details at 800-359-5102 or email <a href=”mailto:info@lifeagents.com”>Info@LifeAgents.com</a>. Trouble viewing this document? Click here to view online or download.Embedded Document Trouble viewing this document? Click here to […]



Zurich – Undertanding The Changing Life Insurance Business – Webinar Recording

  Zurich’s Role In The Changing Life Insurance Business We hope you enjoyed the recent webinar on market trends within the U.S. life insurance industry, our increasingly significant role in some of the industry’s important growth segments, and the sneak peek into coming attractions in product development and underwriting.If you did not have the opportunity […]



Whole Life Up Close Mobile App

Customize Your Whole Life Product Presentations with Whole Life Up Close According to LIMRA1, the majority of producers who own tablets use them in the education and sales process with clients.Our research with producers and clients uncovered a common theme: It can be as difficult and complex for producers to explain all of the intricacies […]



Foreign National Sales Advisor Marketing Kit

Transamerica offers an unparalleled combination of products, materials and expertise to help you succeed in the Foreign Nationals market. Our experts understand the needs of global citizens. Having worked for decades in the global arena, Transamerica’s experts can offer you services and resources you won’t find at other insurance companies. Here are just a few […]



Mutual of Omaha Gives Term Insurance Producers a Raise

MUTUAL OF OMAHA GIVES TERM INSURANCE PRODUCERS A RAISE The good news from Mutual of Omaha continued earlier this month with a 10% increase on producer level term insurance compensation.  This change is but the latest in a series of term insurance enhancements that make Mutual of Omaha worth a second, and maybe even a […]



Workshop – Indexed UL for Skeptical Advisors – Tues 5/20 Noon EDT

What: Indexed UL for Skeptical AdvisorsPractice Enhancement Workshoppresented by Creekmore Insurance Group Win a $25 Amazon Gift Card! Indexed Universal Life products are hot, but how do you tell the serious products from ones that are just a smokescreen?This event will explore the internal workings of indexed life products with understandable explanations in plain English.Bring […]