Introducing the “Protect Gen X & Gen Y with SBLI” Sales Program
This program is designed to help you approach, attract and connect with Gen X and Gen Y prospects and optimize your business growth. Discover the many ways we can help you solve their protection gap. Visit our resource center which includes a robust set of tools, tips and tricks that can help you grow your business.
Calendar Feeling Empty?
Fill it with existing clients! North American has a set of client review materials to help as you review policy performance or determine if a sales opportunity is available.
- Share our client-friendly blog post or video on policy reviews to start the conversation
- Check out our life events checklist to see if needs have changed
- Use our financial objectives guide to get the full picture
This Mother’s Day Remind Clients of The Value of Mom
How much would it cost to pay someone else to do all the things Mom does for the family? The answer is quite a lot, so make sure your clients understand the importance of protecting the value of all Mom does. Download Value of Mom | Unbranded version
Coming May 4: Lock In Potential Interest Credits, Automatically
Get ready to wow your clients with the ease and convenience of Auto Lock. Haven’t used Index Lock lately? Here’s an overview of how it works. Watch for more updates on Auto Lock, coming soon.
Use our new LTC Cost of Care Calculator
OneAmerica now offers a Cost of Care Calculator that allows you to view the cost of care in any state and can also drill down to the local, city level. Access calculator.
Teaching the Next Generation Of Clients
Your clients are the parents—for now—but you may be working with their children in the future. If they are looking for ways to help raise financially smart kids, provide this client-friendly blog post from North American as a value add.
Term insurance is now available for high-net-worth foreign nationals
In addition to our fixed permanent life insurance, Symetra term insurance is available for high-net-worth foreign nationals (HNWFN) in our program. If you’re currently working with or have referrals for HNWFN clients, our market expertise featuring Fabian Gonzalez, can help you navigate the generational wealth transfer process. Download the brochure.
Life Products Illustration Quick Start Guide
This guide will provide you with simple instructions to get a “Quick Start” using our life products illustration software. The software is available on the web and desktop. Both will synchronize your data regardless of your method of entry.
Life Insurance As Part Of A Plan For Retirement?
You bet. Buying the right life insurance coverage with future retirement in mind can help make it easier for family members to handle finances after an unexpected death. It can also provide the opportunity to grow cash value to use for a variety of needs and activities. Share this client-friendly blog post to show this use case for life insurance.
Founders Plus to Offer Goldman Sachs Voyager Index Account
Coming April 19, 2021, PruLife Founders Plus will offer a competitive, exclusive-to-Prudential, indexed account option from Goldman Sachs. We’re also responding to the interest rate environment with premium updates coming to both Founders Plus and PruLife Essential UL. Learn more.