Allianz
Do your clients care about sustainable investing?
Nearly two-thirds (64%) of people currently hold a positive overall opinion of this type of investing, according to the 2021 Allianz Life Sustainable Investing Study. The study also found that many Americans are interested in taking action on making sustainable investments. Understanding sustainable investing
Columbus Life
Charitable Giving & Life Insurance
John Hancock
Potential regulations impacting possible clawback of the lifetime exemption
What happens if the lifetime gift and estate tax exemptions decrease, but a client has already used a higher amount allowed under current law? The IRS has promulgated regulations to help guide opportunities, indicating that they will not clawback most gifts made while exemptions are currently at all-time highs. However, new proposed regulations suggest there are some “abusive” strategies that are being reconsidered. Learn More
Life Insurance for cancer patients and survivors
Strategizing with ILITs
Irrevocable life insurance trusts (ILITs) can help clients:
- Meet liquidity needs of the grantor’s estate
- Provide income for survivors
- Avoid estate taxes on life insurance process
- Shelter property in the trust from creditors
Our TOLI digital experience showcases the benefits of using trust-based strategies, like ILITs, in your clients’ portfolios.
Mass Mutual
Diversify Income at Retirement
Did you know that purchasing whole life insurance during working years can help to diversify income at retirement with tax-deferred growth and tax-advantaged withdrawals and loans? Check out this Advanced Sales Success Strategy to learn more on using whole life insurance in retirement.
National Life Group
Training Opportunities Available in July
Heat up Summer Sales with these strategies! Whether you are new to the business or an experienced producer, we have plenty of interactive trainings offered to fit your schedule. Register now
Nationwide
CareMatters II – cost-effective plan for long-term care
As retirement approaches, many people are focused on eliminating debt and securing sources of income, but it’s also a time when the benefits of long-term care coverage should be considered. Get out our sales idea piece that discusses why it’s better to act sooner rather than later for a client’s LTC needs.
North American
Life insurance for stay-at-home moms
A stay-at-home mom’s salary value is equal to $184,000. All that they do every day would not be easy to replace. That’s why it’s so important to consider having a plan in place to help ensure families could stay afloat. Share this blog post with clients to show the variety of ways a life insurance policy can benefit families.
Pacific Life
Ready for a New Generation of Policyowners?
Principal
Looking for some quick-hit sales ideas?
Protective
Classic Choice Term Maximizes Value
Our Classic Choice term offers clients straightforward, affordable coverage that caters to any client. With term periods that extend from 10 to 40 years and competitive pricing, Classic Choice term can be the solution that helps you grow your business and maximize the value you bring to your clients.
Prudential
LifeInsight’s Investment Feature Is an Industry First
Securian
Summer Barbecues Can Provide Opportunity
Summertime can mean more families are getting together with loved ones. It may be a perfect time to reach out to your clients to help them navigate the important discussion of wealth transfer with their family members. Use this guide to help.
Symetra
Simplified protection for businesses covering multiple lives
Protecting the future of a business can be a top priority for many employers. With Symetra’s MultiLife Business Program, you can help your clients protect their business by protecting their key employees through a streamlined underwriting process designed specifically for them.
