Lincoln Financial Group: Lincoln Leader – Life Edition October 14, 2024
Click here to view the Life Lincoln Leader for October 14, 2024.
Prudential: EssentialTerm Suite Now Available!
We’ve evolved our term insurance portfolio to better match the budgets and long-term planning needs of our customers. Prudential EssentialTermSM Value and Prudential EssentialTermSM Plus are available for sale beginning October 14.
MassMutual: What Do Consumers Know About DI?
MassMutual took to the streets during Disability Insurance Awareness Month to inquire about the importance of this coverage. Watch this NEW video to see how we helped change some perceptions.
MassMutual: Juvenile Life Insurance Guide
Did you know that the underwriting process for juveniles up to $5,000,000 of whole life coverage is much simpler than writing adult life insurance policies, and does not require exams or labs? To learn more, review Mass Mutual’s guidelines for juvenile life insurance.
Protective Life: Protect NY Clients with Our Latest IUL Offering
Reach clients with our Indexed Choice Universal Life solutions
With competitive, reliable performance clients can count on, you can feel confident recommending Protective Indexed Choice UL. And with the recent launch of our New York version, our IUL is more accessible than ever. Both allow you to protect clients’ financial goals while providing:
- Adaptability to accommodate life’s unexpected changes
- Opportunity to grow cash value with market-linked index performance
- 33% more cash value than our nearest competitor, along with a lower annual premium1
1Current as of March 2024.
MassMutual: Prepare Early with Our NEW 2024 DIAM Toolkit!
Are you ready for Disability Insurance Awareness Month (DIAM) coming in May? To help in your preparation, we’re excited to provide you with tools and resources that can help guide successful conversations about Disability Income Insurance. Check out our NEW DIAM toolkit for our most popular marketing flyers, infographics and videos!
American National: Customize Your Client’s Life Policy With Benefits & Riders
From living benefits to overloan protection, American National provides personalization of your client’s life policies with a range of riders to ensure comprehensive coverage.
MassMutual: Building Trust, Offering Whole Life Solutions: A Client Success Story
Building strong relationships is key for any financial professional
In this month’s success story, the client, a high net worth 58-year-old, was seeking life insurance benefits, asset diversification, and guaranteed cash value to weather market fluctuations.
See how our Whole Life 10 Pay solution provided a winning combination by offering the client’s desired life insurance needs, and earning the financial professional’s praise. A personalized approach from our MMSD Managing Director solidified their valuable relationship – and the client’s.
Easily share this with financial professionals by using the attached Outlook template.
American National: Need Life Insurance with Lifetime Death Benefit Guarantees?
Click here for more information on Signature GUL, Signature Protection IUL and Signature Whole Life.
Corebridge Financial: Managing When and How You’re Taxed
Are your client’s buckets balanced?
There are many ways your clients can set aside money for retirement. How they allocate their money may help enhance their retirement distributions by adjusting how and when they are taxed.
Walk your clients through The Tax Dilemma flyer to help them see if adjustments can help provide greater control of the taxes they’ll pay.
After all, it’s not necessarily how much money you have that is important…it’s how much you get to keep that really matters.
Balance your approach: The Tax Dilema