Help Clients and Their Families Live with Less Regret
July 17th is National ‘Could Haves’ and ‘Should Haves’ Day – a time to gather our regrets and thoughts from the past, let them go and look toward the future. It’s the perfect reminder that getting adequate life insurance coverage should never be put off until it’s too late. View all term resources.
Make Explaining IUL Easier
Indexed universal life insurance can be a powerful part of a client’s financial plan. Turn to North American’s videos to simplify this type of product to help with client understanding during the sales process.
Sooner, Faster and Easier – Find Out How
When the tools of our electronic platform are used together, policies go in-force sooner, commissions are paid faster, and your experience with us is even easier. Watch Technology Matters.
Updated Field Guide + New Age and Risk Profile Postponement Parameters
We’ve been closely monitoring the COVID-19 impact and can now offer full consideration on pre-COVID underwriting guidelines for ages 20-70. Our Underwriting Field Guide now includes a list of declined and postponed situations and impairments. See full announcement.
Build on your success with Builder Plus IUL 3
Builder Plus IUL 3 offers death benefit protection, a potentially strong income stream, and the opportunity to help reduce the effects of market volatility and taxes. Download these materials to prepare for the sale:
New Enhanced Cash Value Rider Added to 3 Products
Columbus Life has recently added a new Enhanced Cash Value (ECV) Rider to 3 products within its competitive product portfolio. This rider enhances the Cash Surrender Values in earlier policy years by eliminating the surrender charge on the base layer of coverage. Learn More.
New Consumer Video: An Easy Walkthrough of Indexed Universal Life
Our newest video is perfect to share the basics of IULs with your clients, and the value an IUL can bring to their portfolio. Watch the video
We Offer You the Resources and Services to Help Support Your Financial Professionals
Our insights and solutions help your financial professionals put plans in place for their clients. Through our thought leadership, Intelligent Underwriting and much more. Learn more.
New Awareness Infographic and Social Graphics Just in Time for Summer
Encourage clients and prospects to take a look at affordable coverage options for the whole family this summer. Share these simple safety tips on social media to help keep your clients and their loved ones protected all season long. View awareness resources.
Family Meetings Can Provide Opportunity
As more families are getting together with their loved ones, it’s a perfect time to reach out to your clients and see if they would like to set up some time with you to help them navigate the important discussion of wealth transfer with their family members. Get the Guide.