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AMERICAN GENERAL
Do your clients have their estate plan in order? Your clients have worked hard to build their estate and provide for their loved ones. Now they want to be smart about how they transfer their wealth with careful estate planning. Elite Survivor Index II is a survivorship index universal life that pays its death benefit upon the second death, providing liquidity just when it's needed most.

ACCORDIA
 Get to know Accordia Life by watching new Brainsharks on Accordianow.com.
AXA
 A Roth IRA can be a valuable part of a client's overall retirement income strategy, offering an effective means of tax-free accumulation, tax-free distributions and no requirements for Required Minimum Distributions (RMDs).

Perhaps your clients already maximized their Roth IRA contributions, or have "missed the boat" on the ability to contribute to a Roth IRA due to income.

A cash value life insurance policy like AXA's BrightLife Grow may be an appropriate complementary strategy. AXA offers a comprehensive look at this strategy here. 
GENWORTH
 Thinking about a linked benefit product? Total Living Coverage (TLC) from Genworth Life Insurance Company links the power of universal life and long term care insurance (LTCI) in a single flexible life insurance policy. This can be a valuable combination for your clients.

Have you ever wondered just how much leverage your clients could potentially receive? How is that leverage factor used?

Here's the good news. These new fact sheets clarify how to use leverage factors to estimate your clients' initial specified amount and total LTCI benefits: Leverage and the Initial Specified Amount and Total Long Term Care Benefits Fact Sheets.
ING
 Right opportunities abound for High Net Worth Foreign National Sales (HNWFN)! For the right clients, and the right sales people, the time is right to connect on big international sales. ING is differentiating themselves from the HNWFN competition with two new easy-to-use guides explaining their agent guidelines and underwriting requirements.
JOHN HANCOCK
Strong, Dark, Robust! What are your clients really looking for? Clients often want what life insurance can do for them (replace their income, pay off their mortgage, or pay their children's college tuition), but may not know what products will help them meet those needs. The most recent Life in Motion Video discusses the importance of asking your clients the right questions to arrive at the right life insurance solution, and emphasizes how cash value life insurance can be particularly useful in providing clients with the flexibility to meet a variety of needs.
LEGAL & GENERAL AMERICA
 L&GA announces a rate change on the Life Step UL for all states except New York effective July 1, 2014. To learn more click here.
 
LINCOLN FINANCIAL
 To help you succeed in long-term care expense planning, Lincoln has compiled data from policyholders who shared what motivated them to buy. This information can help you recognize client interest so you can take the next step to filling their needs.

METLIFE
Clients can now pay some term policy premiums online. To learn more click here.

 MINNESOTA LIFE
 Help your clients determine the life insurance solutions appropriate for their situation with the Life Insurance Decision Engine. Answer up to 10 simple questions about duration, guarantees, accumulation and risk tolerance, and the Decision Engine will guide you to the life insurance solution!
NATIONAL LIFE
 Did your hear? FlexLife is now on e-App! Click here to learn how e-App can help you do more business!
 
PRINCIPAL
 An entity purchase buy-sell agreement is an agreement between the business and owners where the business is both owner and beneficiary of insurance on each of the other owners. Upon a triggering event, the business purchases the interest of the departing owners.

The agreement helps ensure that a business can continue after an owner dies.  When funded by life insurance, the agreement provides both the financing and the mechanism to ensure that control of the business will remain with the current owners and that the heirs receive a fair price.

Click here for a one-page overview.

PROTECTIVE
Purchase a universal life policy from Protective and add the ExtendCare Rider. ExtendCare adds an extra option to your UL policy by allowing you to accelerate the death benefit to use for any potential chronic illness need. Click here for more information.


 PRUDENTIAL
 Looking for a compelling story to share with your clients? Prudential's new VUL Brainshark presents a new way to look at permanent life insurance. Watch now.
TRANSAMERICA
Transamerica Life Insurance Company and Transamerica Financial Life Insurance Company have increased the maximum issue amount from $10 million to $25 million per life for TransACE policies premium-financed with a third-party lender.  For more details and exclusions on the retention/reinsurance changes click here.
AMERICAN GENERAL
 Are your older clients looking for a boost to their retirement income? The American Pathway Immediate Annuity could be the solution. Click here to learn more.
LINCOLN FINANCIAL
 A Lincoln OptiPoint fixed indexed annuity paired with Lincoln's optional income rider, Lincoln Lifetime Income Edge, can help grow and protect your clients' savings while increasing their retirement income potential. To learn more click here.
Contact us for all your case design and carrier questions.
Jerry Lawyer & Associates, Inc.
800-284-0542
www.jerrylawyer.com  

601 East Pecan Street, | Pflugerville, TX 78660
512-454-7711 | 800-284-0542


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