Newsletter June 2023
Newsletter June 2023
preparing to sunset 
The official summer kickoff is our neighbor's annual potluck featuring his famous dutch oven cheesy potatoes.  Everyone contributes by bringing their favorite side dish.  My daughter and I decided Frisbee would be a fun way to work off some of that delicious food.  And it was!  We played until sunset - which isn't until about 9:30 pm this time of year.  As you can see it was preparing to be a beautiful one.  All those clouds turned bright pink and orange. Breathtaking!
Another sunset to prepare for is the Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017.  Combine this with the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 (which essentially eliminated the “stretch-IRA") and this could mean a potential increase in taxes for your clients. 
Check out the rest of our newsletter for more on the industry. Look for quick one-page sales ideas under new west shorts.  You can always go to our website for the latest carrier information (updated every week) under Product News & Updates.   
Melissa Church
Director of Marketing
208-622-5211 x 2
Columbus Life 
Live Webinar: Underwriting Niches, Compensation, and Sales Support
Please join us on June 29th at 11:30 am ET for our next live webinar where Director of Sales Support Eric Striet will discuss how Columbus Life stands out amongst insurance carriers to support your business. Save My Seat
John Hancock
Leverage the Power Of Three
Protection VUL with John Hancock Vitality PLUS and our Long-Term Care (LTC) rider offers a powerful three-in-one solution that can help your life insurance clients protect their wealth and health for a lifetime. 
  • Flexible death benefit protection gives clients the option to select the NLG duration that best meets their needs and budget
  • John Hancock Vitality’s unique value proposition can help clients live a longer, healthier life while also lowering their guaranteed premium without sacrificing their death benefit guarantee duration
  • Extra financial protection in case of a long-term care need, with the choice and control offered by our tax-qualified LTC rider.
Lincoln Financial Group
Industry Leading Underwriting
Some things just set companies apart. For Lincoln, it’s our commitment to our people, process and practice. We provide innovative underwriting services by using a digital-first approach while still understanding the value of relationships. See how that makes all the difference
Mass Mutual 
Disability Insurance: Know the Facts
Did you know 63% of responders to The Getting Paid in America survey said it would be “somewhat or very difficult” to meet financial obligations if their next paycheck were delayed? Now imagine the impact of becoming too sick or hurt to work for even longer. Check out this video and get the client brochure
Nationwide CareMatters TogetherSM; provides simplicity and predictability when and where your clients need it most. The first cash-indemnity, linked-benefit policy for two people, it offers more of what matters in three ways:
  • More simplicity: The shared pool of LTC benefits helps take the guesswork out of who’s more likely to need care and how much each will need
  • More predictability: Clients always know what the premium, benefits and death benefit will be because each of them is guaranteed
  • More control: The full monthly benefit is sent directly to the policy owner with no restrictions from Nationwide on how it’s used
North American
Getting Life Insurance as a Non-Citizen
Including foreign nationals and diverse people groups can offer your business the chance to help close the life insurance gap for those who could use it.  Get access to marketing materials
Re-purpose Inherited IRA Funds
Check out our newly released sales idea: Re-purpose Inherited IRA Funds.
Pacific Life
Communicating Value to Life Insurance Prospects
Developing an engaging value proposition that sticks with your prospects can make all the difference in how they respond. See how your policy recommendation can become more appealing to potential customers by focusing on your value proposition
Summertime is a Great Time for Life Check-Ups 
Your clients’ lives are constantly changing, so the protection they need is probably changing, too. You can make sure they have the right life insurance coverage in place with regular life check-ups.  Visit our Life Check-Up portal to download materials
Share the Power of Life Insurance with LGBTQ+ Clients
Our consumer brochure now lets you share life insurance with more clients, while explaining how it can help provide a secure financial foundation despite a changing legislative environment. This brochure includes important points for this audience, like the ability to name a partner as a beneficiary, and to use any cash accumulation to help grow a family, as well as how Prudential is an ally they can rely on. 
NOW HERE: VUL Survivor
Securian Financial’s newest life insurance option, Variable Universal Life (VUL) Survivor, is now available for sale. A second-to-die policy, VUL Survivor is designed to give your clients life insurance coverage that can grow with them and fit their changing needs. VUL Survivor Landing Page
Introducing Symetra’s New IUL product versions
Spring is a time of rebirth and renewal, and this spring, we’re excited about what’s in store for our indexed universal life products! Continuing on our tradition of offering product solutions that we believe provide real customer value, we’re introducing new versions of Symetra Accumulator Ascent IUL and Protector IUL, effective April 28, 2023  Symetra IUL.
tools of the trade
New West Insurance
Agent Tools                       
Life Happens
annuity rates
new west shorts  |  T: 208.622.5211   |   F: 208.725.8821  |   Hailey, Idaho     
powered by emma