Allianz
Life insurance can help family-business owners reduce conflict during an ownership change
In the transition of a family-owned business from one generation to the next, preserving family harmony can be as important as financial considerations. Our Advanced Markets team can provide you with the knowledge and resources to help these clients through an ownership change using potential life insurance solutions. Get started with this short video
American General
Retirement Solutions
Insights from Some of the Best Financial Professionals in our Industry
John Hancock
New Living Benefits Seller's Guide
Usually, discussions about life insurance center around financial protection in case of an untimely death. However, consider how other risks – such as a critical illness or a long-term care event – could impact your clients’ income and plans. Use our living benefits seller's guide to help start this important conversation today.
We’ve made more reductions to OpTerm rates!
On November 24, 2021, we made more reductions, especially in the non-tobacco classes, to our Banner Life OpTerm rates. Our pricing comes in at #1 – 71% of the time and ranks top 3 – 91% of the time against term competitors in the national market. Find out how
Latest estate and tax changes
Lincoln will help you stay informed of the tax updates. Watch this video to learn more about the potential changes to grantor trust rules.
National Life Group
Experience the All-New Agent Portal
- Upgraded search: Quickly find whatever you need to do business.
- Mobile-friendly: The Portal is available on any device, including Mobile and Tablets
- New client view: Easy access to your full book of business, including Life and Annuity clients in the same place.
All new home page: Open the Portal to your action items.
Nationwide
Legacy Essentials
As your clients age, the role you play shifts from investment guidance to retirement income planning to end-of-life planning. This last phase can be emotionally sensitive but is perhaps the most important service you can provide for a client and their family members. The Nationwide Retirement Institute® has created a wide variety of materials to support you as you work with clients on estate planning.
North American
Smart Money Sales Concept
Drills or Holes? What do your clients want?
Pacific Life
Where Will You Find Your Next Client?
Build your professional network to help build your life insurance business. A large majority of new clients of life insurance producers are found via referrals from strategic alliances such as CPAs, estate planning attorneys, property and casualty agents, etc. Check out Building and Nurturing Strategic Alliances with Professional Advisors to get started.
Enhance Your Social Selling Efforts
Protective
Looking For A Blended Solution?
Protective is here to help you offer blended, tailored solutions for clients. Think of blending two products together when looking to offer coverage to clients who may be in a unique position. Download our brochure to show how a term and VUL solution can work for your clients!
Prudential
Life Insurance Can Help Clients Cover the Gap
Talk to clients about the many living benefits of life insurance that they may not consider. In addition to health care expenses, they can use it to help supplement retirement income, delay collecting Social Security, help pay for college, help protect and enhance a legacy, and more. Learn More
Securian
Wait-and-See Trust Strategy For Estate Planning
A Wait-and-See Estate Planning strategy uses a combination of life insurance and trusts in a way that offers clients flexibility to support changing circumstances throughout their lives. It’s a strategy for married couples who want to maintain control of, and access to, life insurance policies that eventually fund their legacy and provide liquidity for estate taxes. Check out the new brochure!
Symetra
Symetra Accumulator VUL
Symetra’s new variable universal life (VUL) product continues our tradition of simplicity, transparency, and cost efficiency. The Accumulator VUL product is a straightforward, client-friendly VUL offering death benefit protection and the potential to help build wealth for future goals. See our brochure here
Zurich
Update to Retention Limits
