Your North American December Newsletter

Have you met your goal for the year? There's still time to submit business and North American has new products and tools to help finish the year off right! Keep reading for marketing tools to use, updates to our products, and the dates you'll want to mark on your calendar if you haven't already. On behalf of myself and North American Company, thank you for a great year. Cheers to an even better 2020!

Steve Zimmerman | Regional Vice President
Phone: 800-800-3656, Ext. 87782 | Direct: 312-648-7782
szimmerman@sfgmembers.com | www.NorthAmericanCompany.com

Introducing Protection Builder IUL

What do you get when you combine a guaranteed death benefit,¹ cash value potential, living benefits,² and a Premium Recovery Endorsement? A whole new level of indexed universal life insurance!

Last month, we launched Protection Builder IUL, a product full of features your clients will love. Have a few people in mind that this product could help protect their future plans? Get materials to help you close the sale!

Get Materials ››

What is fronting?

Fronting, or ghostwriting, is essentially the practice of signing an application that was solicited by someone else, perhaps a person not appointed with the writing company. Our video will help shed some light on fronting and how to avoid this risk for your business. Jim Jensen, financial crimes analyst, tells us what fronting is and the correct way to sign and submit applications.

Watch Now ››

Enhancing our new business and underwriting Select Team service model

We are making some adjustments to improve our service! Moving forward, agencies assigned to the Select Team will have access to the newly created “UW Hotline,” which replaces the “Underwriter of the Day.” The “UW Hotline” will assist with general underwriting questions and scenarios. To contact the “UW Hotline,” please call 1‑833‑240‑8660 or email UWHotline@sfgmembers.com.

What does this change mean for you?

Continued interaction with live experts at North American
Reduced turnaround time for answers to questions
A larger team supporting you, minimizing the chance of needing to leave a voicemail
Easier access to the underwriter of the case

Agencies who work with the Elite Team can continue to use their current contacts. For more information on the Select Team, review our overview flyer.

Learn More ››

Added client convenience

Share MyNA with your clients to allow them to make premium payments online and update their billing preferences.

Visit MyNA ››

Key year-end and product discontinuation dates

Stay on top of your business in the last few weeks of 2019 with all the important dates in one place.

End-of-year submission, commission, and office closing dates

Submission deadlines by discontinued products:

525 W Van Buren | Chicago IL 60607 | northamericancompany.com

1. Subject to premium payment requirements.

2. Subject to eligibility requirements.

Agents offering, marketing, or selling accelerated death benefits for chronic illness in California must be able to describe the differences between benefits provided under an accelerated death benefit for chronic illness and benefits provided under long-term care insurance to clients. You must provide clients with the ADBE Consumer Brochure for California that includes this comparison. Comparison is for solicitation purpose only, not for conversions.

Protection Builder IUL, Builder Plus IUL / Builder Plus IUL 2, Rapid Builder, and Legacy Optimizer are issued on policy form series LS186, LS183, LS176 and LS176W with Waiver of Surrender Charge Option, and LS180, respectively, or state variation including all applicable endorsements and riders, by North American Company for Life and Health Insurance, One Sammons Plaza, Sioux Falls, South Dakota 57193. Products, features, riders, endorsements, or issues ages may not be available in all jurisdictions. Limitations or restrictions may apply.

FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

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