Want a way to help your clients transfer assets to a favorite charity while receiving potential lifetime income from those assets? A charitable remainder trust (CRT) can help your clients meet their income tax and estate planning goals. Read more.
We keep it in-house. The Tele-Life process is completely owned by Protective. Our interviewers are trained to ask the questions our underwriters need, creating a smoother experience. And we are responsible for making a top-notch experience for you, your agents and your clients. Learn more.
Generation X is the least prepared for retirement, according to the new Allianz Generations Ahead Study. Baby boomers are exhibiting strong savings behaviors, millennials are off to a great start, and Gen Xers are still lagging behind. While uncertainty about the future may discourage them from planning for anything beyond today, 86% of this generation still believes it is critically important, now more than ever, for people to build their own financial security in retirement. Learn more.
According to research from Lincoln Financial, 58% of people have either provided care or know someone who has provided care to an elderly person or relative. However, only 41% have had the LTC conversation with their advisors. Learn about how you can start protecting your clients from long-term care expenses with affordable, flexible payment options beginning at age 40.
SBLI’s “Double Your Money Bonus” program could earn agents up to $5000 in American Express gift cards in 60 days!
For every five term and/or whole life policies, with an annual premium of $500 or more, submitted between December 1, 2017 and January 31, 2018 and paid by March 9, 2018, agents can earn up to $750 in Amex cards. Please note, a minimum of three cases must be submitted and paid during this time period to qualify.
A “Double Your Money Bonus” is given for any $500 or greater premium case, submitted on or after December 1, 2017 and issued and paid by December 29, 2017.¹
The holidays are here and there’s no better time to drive your business. Please click here for full details about the opportunity for your agents to earn some bonus money!
Develop sales strategies to help cover the ‘what’s new’ in your client’s life. Clients move in and out of different stages of life over time, impacting WHAT life insurance solution is appropriate to meet their needs. Combine your understanding of a client’s life stage with HOW to communicate with their generation, and you have a formula for selling the RIGHT solution in the RIGHT way. Learn more.
Some things in life just make sense together. Like mornings and coffee or shoes and socks. Now you can add diabetes and John Hancock life insurance with Vitality to the list. Watch video.
As of October 2017, underwriting guidelines have been released for those clients diagnosed and treated for cervical cancer. Effective with the new cervical cancer underwriting guidelines, some squamous cell cervical cancers may be accepted at Preferred Non-Tobacco or Preferred Smoker. Learn more.