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Archive for the ‘Life Insurance Marketing’ Category

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 […]



How to Explain Cash Value Life Insurance to Clients

New training module from ING (soon to be Voya Financial) explains how to use consumer-approved marketing pieces to explain the concept of cash value life insurance to clients. Find out what four consumer pieces should be on the top of the “tool box” when talking to clients about life insurance – and, a great tip […]



John Hancock – Quit Smoking Underwriting – How to Change the Smoking Class on Existing Life Policy

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Marketing to Business Owners – Rescheduled – Wed 4/16 8AM EDT – Practice Enhancement Workshop

What: Practice Enhancement Workshop Marketing to Business Owners Rescheduled – will be held WEDNESDAY April 16th, 8AM EDT Win a $25 Amazon Gift Card! presented byCreekmore Insurance Group Business owners have higher incomes, face a rising tax burden, and have many financial planning needs, both business and personal. This workshop will help you sharpen your […]



Chronic Illness Statistics Clients Need to See

  Are you looking for a tool to aid in your next sale that could help clients protect against the financial risks of chronic illness? This video could be just the thing you were looking for. Share this powerful video with clients and prospects to get the message out about the need to protect against […]



One Minute Trainer – Using Dividends to Pay Premiums

Show Clients how the dividends from their whole life policy can be used to pay premiums… Meet Anthony, a 40-year-old dentist who knows the importance of life insurance. When discussing his life insurance needs with his financial professional, Anthony mentioned he plans on retiring by age 60, does not want to pay premiums during retirement, […]