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January 27, 2014

Sales & Marketing News!

Linda Thomas Uncategorized

This Week’s Highlights

13 Winning Strategies of Super Salespeople

 

Begin today putting together these 13 winning traits of super salespeople.

Life Insurance

Unmistakable Value with the Uncapped Account

 

In November 2013, John Hancock’s most recent Uncapped Indexed Segment credited 27%. Learn about the unmistakable value an uncapped account can offer over the typical point-to-point account.

 

New Sales for the New Year

 

Lincoln Financials Special Exchange Program allows clients to exchange external term to perm with Lincoln Treasury Indexed UL. Learn more about this limited time only offer.

 

1040 Sales Idea

 

Consider using your client’s 1040 form as a sales tool. The IRS Form 1040 contains a number of valuable pieces of information that can help you start a conversation with thou clients about their need for life insurance.

 

The Principal Increases Five-Year Premium Limits

Principal has strengthened the competitiveness of their term products with improved non-tobacco rates and expanded issue ages for some products effective January 21, 2014. Learn more

 

Test Your Knowledge of Advanced Markets

 

“An investment in knowledge pays the best interest.” – Benjamin Franklin. Learn more at American General’s Advanced Markets Market Training microsite.

 

Top 10 Reasons to do Business With Global Atlantic

 

Learn why you can feel confident in doing business with Global Atlantic (Formerly Aviva).

 

MoneyGuard II Coming Soon

 

Lincoln Financial will launch the Lincoln MoneyGuard II on February 10, 2014. Get important transition rules and learn about all of the new enhancements coming to the product in February.

 

5 Reasons You Should be Selling Principal Term Right Now

 

An enhanced term product is here – and it has an even greater competitive edge to help you grow your business.

 

Competitive Corner

 

Nationwide YourLife Indexed UL vs. the Competition

Annuities

Changes to F&G GMWB Rider

 

Important changes to F&G’s Guaranteed Minimum Withdrawal Benefit rider for select products in specific states. Learn more

 

Good News for Annuities

Recent reported compliant activity involving annuities is down. Read the article at AnnuityNews.net.

 

Annuity Rates Changing

 

Lafayette Life

National Life Group

Protective

American General

Underwriting

 

AXA to Accept Informal Applications Again

 

Effective immediately, AXA will resume accepting informal applications. Learn more

 

Contests/Incentives

 

ANICO Cash is King

 

American National is paying a cash bonus for annuity sales through April 30, 2014. Learn more

 

 

Useful Reminders

Important New Business Processing Information

Often, we receive new life applications which do not specify the modal premium and/or class quoted to the applicant. When our New Business department receives an offer from the carrier, we need to be able to compare the offer received with the offer applied for. Help us help you. Please provide the modal premium and/or class quoted on the application for life insurance. We appreciate your business!

 

No Password Required: Online Carrier Resources

Get sales strategies, product information, marketing materials, learn how to do business and more at MetLife’s new “Virtual Exhibit Booth” here.

 

Long-Term Care Getting Started Guide

Unlock your long-term care planning potential with this interactive Getting Started Guide from Nationwide. Learn about the opportunity, a solution and working with clients.

 

Most Commonly Missed Application Items

We’ve all done it…forget pertinent information on the application. Completing your applications right the first time will let you see improved cycle times, greater efficiencies, and no need for signatures on deliver. Prudential offers some helpful tips to help you complete your applications fully and accurately, the first time! (Hint: You can use this tool for virtually any application.)

 

American General’s ePolicy Delivery

AG’s ePolicy Delivery offers electronic policies, electronic signatures and customizable notification and delivery options to eliminate mailing time and reduce the work involved in delivering and gathering a signature for a paper policy. View the brainshark to learn more and contact Linda Thomas at lindat@sfbrokerage.com if you’d like to get set up for ePolicy Delivery with AG.

 

Lincoln Financial’s Electronic Delivery Try-it Promotion Continued Through 2014

Lincoln’s PolicyEX, an electronic delivery system, has been continued through 2014. Get your Lincoln policies faster! Learn how to sign up here.

 

Quick Links Annuity Hot List                                                        

Life Hot List

Contracting

 

 

 

Get our 2014 Long Term Care Planning Tool! 2014 Fingertip Tax Guide

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