Prudential made it easier with compelling talking points and corresponding tools to lead your clients through. Start Talking.
Our popular Business Planning Guide was recently updated with links to key materials. Copies can be ordered through the warehouse (LIFE-5663). In addition, the following stand-alone sections of the Business Planning Guide can be downloaded: Prospecting. Business Succession Planning. Retaining & Rewarding Employees. Retirement & Estate Planning.
Elder financial abuse remains an underreported and misunderstood issue – one likely to get worse as America’s baby boomer population ages. This type of fraud often involves the unauthorized or improper use of an elder’s resources for monetary or personal gain – and sadly, it’s often not recognized or reported. We have tools available to you to educate you and your clients about elder financial abuse. Find out more.
We get it—many clients need straightforward protection, nothing more. That’s why we added Protective® Classic Choice Term to our short-term solutions portfolio, along with Protective Custom ChoiceSM UL. So now your agents have two solid short-term solutions to offer clients. We made promoting our new term and product portfolio with your agents simple, too. Get free resources.
View our series of short, easy-to-follow training modules to learn all about indexed universal life insurance and our two product offerings.
Two brothers are equal owners of a closely held “C” corporation. They would like to ensure the survival of their business and protect their families if one of them dies unexpectedly. In a new case study, see how the brothers use a cross-purchase buy-sell plan using Symetra UL-G with a Return of Premium (ROP) Rider as their life insurance solution. The plan allows the brothers to purchase life insurance policies on each other, so the surviving brother can use the death benefit to buy out the deceased brother’s shares at death for sole ownership of the business. They also have the option to get up to 100% of the cumulative paid premiums back if the buy-sell is no longer needed.
John Hancock Vitality members love that they can order an Apple Watch Series 2 for as little as $25 by exercising regularly. But did you know that it’s also a great conversation starter, lead generator, and relationship builder for you? Watch this short video to learn more about this great benefit.