Industry News Archive

Not sure how to sign an application? Have questions about the e-application process?
Did you know…
• The iPipeline support team offers a free, live training demo of the iGO e-application software.
• The demo walks through the entire e-application process from starting a case to signing and submitting it to the carrier.

To sign- up, click this link  Demos are held every Thursday a 3PM EST.

Take a look at this sales idea article to learn how a life product with an LTC Rider may be an additional planning solution for younger clients who aren’t quite ready to purchase a stand-alone LTC product yet.

We’ve put together an easy-to-use kit that you can share with agents. Find sales ideas, consumer materials, videos and more all in one place!  Term Agent Kit

Prudential Individual Life Insurance is pleased to announce our new electronic interview questionnaire (eInterview) process, offering an enhanced client experience, and now available for use in all states excluding New York.  Learn More

Talking about Alzheimer’s with clients can be difficult, but talking about building a retirement plan to survive any long-term care event is a good way to bring up the subject.   Click here to learn some valuable talking points to start this conversation and help raise awareness of Alzheimer’s.

AIG Senior Financial Abuse Survey highlights how family members, financial institutions, policy makers and financial advisors can empower older Americans so they are not left helpless at the hands of financial scammers.  Elder Abuse Prevention

With IRA assets topping $9.3 trillion in 2018,1 chances are you have clients that may benefit from enhancing their stretch IRA strategy with life insurance. Our newly updated IRA maximization spotlight page is a resource that can help you explain how repositioning IRA assets inside a life insurance trust may help your clients:

• Minimize taxes while maximizing their legacy.
• Control distributions.
• Transfer assets outside of their estates.

With the Q4 Mission Addition underwriting program, your clients can quickly and easily add a permanent life insurance policy of the same amount (up to a $1 million) to their existing life insurance program. And, if they meet our criteria, we’ll give your clients an opportunity to benefit from the Mission Addition Advantage: either include our Long-Term Care Services Rider, or improve their rating by one class.  More here

New rates for Banner and William Penn OPTerm 10, 15, 20, 25 and 30 include a mix of decreases and increases. No changes to OPTerm 35 and 40.

Banner OPTerm pricing comes in at #1 – 77% of the time and top 3 – 87% of the time against core competitors*

The COB rider is available on both our whole life and annuity-based contracts and may help protect against the costs of an extended long-term care (LTC) event. Once your base policy benefits have been exhausted, the COB rider kicks in for the length of time that you choose.
This flyer will help explain it to your clients.