Given the evolving status of the Coronavirus (COVID-19), we want to assure you that North American is committed to serving the best interests of our financial professionals and policyowners. Learn more.
In today’s current environment, it’s important that you have flexibility and options.
We want to help our agents and agencies continue to protect their clients, even if face-to-face meetings aren’t possible.
Here are five ways to keep educating and connecting with clients, in light of current health concerns:
Digital marketing tools: Share our educational marketing tools via email with clients to start the life insurance conversation.
Use our Online Illustrations & SimpleSubmit e-app: Get quotes and illustrations online so you can share with clients and use our electronic app for an easy digital application process.
Online health questions: We recently updated our accelerated underwriting program to allow your client to provide their lifestyle and medical history on an Online Part 2 Application. This gives your client the ability to complete their Online Part 2 confidentially, from the privacy of their home at any time from any electronic device.
e-Signature: Our e-app offers flexible signing options, including e-signatures so no face-to-face meetings are necessary.
Video meeting options: There are lots of options out there today to have successful video meetings with clients. Vendors like GoToMeeting, Zoom and even video calls through Skype, WhatsApp, or FaceTime all allow for professional digital meeting options.
Thank you for your continued loyalty to North American.
Let’s continue to work together to protect customers and keep everyone’s health in mind during these challenging circumstances.
Today’s low interest rate environment, high stock market volatility, and the constant rumors and whispers of a looming recession don’t inspire confidence. With all the uncertainty, you and your clients want something you can rely on—and North‑American is here to help.
All of our indexed universal life (IUL) insurance products offer a zero percent floor, which protects your clients’ policies from market downturns. Remind your clients about the benefits of their IUL policy so they can rest assured in their choice to protect their family’s‑future.
Use this interactive website with your clients to show them how powerful the floor can really be.
Reviewthe updated North American advertising guidelines to ensure your sales and marketing materials are accurate and remain compliant with both state regulations and our standards. These guidelines include information
‑on:
North American’s advertising review policy, submission process, and contacts
General guidelines for advertising, including ads placed online
Looking for a new idea as you prepare for upcoming annual reviews? Smart Builder indexed universal life (IUL) insurance may be the smart solution you’ve been looking for! This new IUL product combines death benefit protection and living benefits, while still offering flexibility for whatever the future may hold.
North American’s experienced underwriting team is committed to making competitive offers on foreign nationals. We have established new guidelines which will help clarify the types of foreign national business that can be submitted and what requirements are needed as part of those applications.
Have you and your clients experienced the latest update to our WriteAway® underwriting program? The newly launched Online Part 2 Application is convenient, confidential, cutting-edge, and just one of many ways we’re making doing business easier.
Indexed universal life insurance products are not an investment in the “market” or in the applicable index and are subject to all policy fees and charges normally associated with most universal life insurance.
Sammons FinancialSM is the marketing name for Sammons® Financial Group, Inc.’s member companies, including North American Company for Life and Health Insurance®. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, North American Company for Life and Health Insurance.
Smart Builder IUL is issued on policy form series LS187, or state variation, including all applicable endorsements and riders, by North‑American, Administrative Office, One Sammons Plaza, Sioux Falls, SD 57193. Products, features, riders, endorsements, or issue ages may not be available in all jurisdictions. Limitations or restrictions may apply. North American is not licensed to write in New York.
FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
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This email was sent to stevec@urlinsgroup.com by North American Company
