ORAM 2022 Events & Incentives
July is ORAM (Orion Referral Awareness Month). Check out our website to learn more and to find out about exclusive ORAM events and incentives (earn up to $500 cash)! Learn more.
2023 AEP Medicare Connections Conference
What better way to kick off the Medicare selling season than a cram session to digest all the changes for the upcoming year? You will hear from nationwide carriers and industry experts on sales concepts, product information, along with benefit designs.
This is a free, no obligation educational conference and networking event which will be held at the Hershey Lodge on August 30th 2022. We extend an invitation to all Medicare agents at every level, from beginner to expert.
We can't wait to see you there. Register now!
Americo | New Client Portal Now Available
We're excited to announce your clients can now access their policy information online with our new Customer Portal. Customers can easily access the Americo Customer Portal any time from Americo.com through the Customer Portal button on the home page. Read more.
AIG | Connext, your ticket to write business
Connext, our agent portal, provides you with a simple, fast, transparent experience while doing business with us. Read more.
AIG | Important notice regarding chargeback guidelines
Effective June 13, 2022, we updated our chargeback guidelines by eliminating chargebacks on earned commission on all existing and future SimpliNow Legacy SIWL life insurance policies (level and graded death benefits). This enhancement replaced our previous guideline of chargebacks on all commission (earned and unearned) in the event of policy lapse, surrender or death of the insured. Any chargebacks which occurred prior to this change will not be refunded. Read more.
Foresters | COVID-19 Questionnaire withdrawal delayed
Earlier this week, we communicated that effective June 25, 2022, Foresters Financial would no longer require the COVID‑19 Questionnaire. Read more.
Foresters | A win for you, a win for your clients!
With 34 million Americans living with diabetes, Foresters Financial is committed to providing solutions to help those who may not have been able to access insurance before. With Strong Foundation, help individuals with diabetes to get the financial protection they need. Read more.
Illinois Mutual | DI + P&C = Business Growth
Every conversation with a P&C client is an opportunity to talk about disability income insurance (DI). People don’t know much about DI, and you are the one who can educate them – while growing your business and increasing customer retention. Read more.
Legal and General | Requirements for ordering exams and APS
Before August 1, the traditional paper Life Insurance Application (LIA), form ICC08 and state variations, will be accepted, but will be processed through Horizon, our digital platform. Labs and exams should be ordered by GAs (unless accompanied by LabLift). LGA will order the APS and any other requirements. Read more.
North American | How are you going to spend all that extra time?
Turn-around time for SimpleSubmit e-app is 16 days faster, on average, than the paper application and 20 minutes faster to fill out. Read more.
Pacific Life | Fewer Touchpoints. Faster Cycle Times. Competitive Pricing
When choosing a term life insurance product, price can be important. And, PL Promise Term¹ is a competitively priced term product that is specifically designed to serve the death benefit protection needs of the broad market consumer (household incomes of $50K to $250K). Read more.
Protective | Protective receives high accolades from Insurance Marketing Organizations
Did you know that two of the industry’s largest Insurance Marketing Organizations (IMOs) recently rated Protective as the best carrier to work with? Read more.
Protective | Life insurance shouldn’t be complicated
Help your clients protect what matters most, without the hassle. We design a wide range of easy-to-understand products so you can easily meet all of the protection needs of your clients. Read more.
Transamerica | Estate Planning Considerations for Foreign Nationals
We hope you enjoyed the valuable insight provided in our Estate Planning Considerations for Foreign Nationals webinar. If you missed it or simply want to watch the webinar again, click the replay button below to view at your convenience. Read more.
Transamerica | View and download new FFIUL policy PDFs
Good news! Agents and firm contacts can now view and download new Transamerica Financial Foundation IUL (FFIUL) policy PDFs on TransAct. These documents will be available for 90 days for cases mailed or eDelivered on or after June 23, 2022. Read more.
Nationwide | Transition Guidelines
Beginning July 11, 2022, Nationwide will be implementing a price improvement across all scenarios for the current CareMatters II product, in addition to increasing our maximum issue ages for some scenarios. Read more.
American-Amicable/ Occidental | 2023 Convention - Buenos Aires, Argentina (qualify through 12/31)
From January 1, 2022 - December 31, 2022 you will have the opportunity to qualify for 4 - 5 nights in Buenos Aires, Argentina with American-Amicable's 2023 convention. Club “40”, which includes the top 25 Producers and the top 15 IMOs and/or General Agents, will receive special recognition and awards. Read more.
Bestow | Midyear Cash Bonus (qualify through 7/31)
We’re one month into our midyear bonus program and already we have numerous agents taking on the challenge! Between 5/1/2022 and 7/31/2022, they can earn $500 for every 5 paid policies, with a total bonus limit of $25,000 per agent. Read more.
Foresters | Foresters Financial Convention 2023 (qualify through 12/31)
Your Foresters Financial production efforts can earn you the chance to celebrate at the Four Seasons Punta Mita. Read more.
Illinois Mutual | Bonus Incentive! Start summer on a hot streak! (qualify through 9/30)
We want to make your summer sales sizzle with a Bonus Boost! Earn an EXTRA 20% on your 3rd quarter business (July 1, 2022 – September 30, 2022). Read more.
Illinois Mutual | Worksite Quarterly Bonus Reminder (qualify through 12/31)
Qualify for our Worksite quarterly bonus by submitting employer group cases with applications totaling a minimum of $1,500 paid annualized premium per case. Read more.
Liberty Bankers | 2023 Norwegian Cruise (qualify through 12/31)
From January 1, 2022 - December 31, 2022 qualified agents have a chance to win a Norwegian Cruise in 2023 from July 22nd through 29th. Read more.
Transamerica | 2023 Convention - Montage Palmetto Bluff (qualify through 12/31)
From January 1, 2022 - December 31, 2022 qualified agents have the chance to join Transamerica in 2023 between April 17 - 21st in Bluffton, SC at Montage palmetto Bluff. Make us your carrier of choice in 2022 and reap the rewards in 2023! Read more.
Life Markets Leads Program
Do you need leads? We have access to fresh, exclusive, leads within your own defined territory. Read more.
7/11 Final Expense Monday Morning Motivator
If you’re looking to boost your sales and get involved in a fast-paced environment, the final expense marketplace is where it is at! Final expense life sales is the fastest growing segment in the life insurance marketplace. Join me, along with other final expense agents, as we cover the ever-evolving world of final expense life.
During our monthly call, we will discuss:
- Successes and challenges within the marketplace
- Ways to overcome objections
- Final expense carrier updates and changes
- Various lead options
- Marketing life to seniors
Together, we will help you meet your challenges head on and take the mystery out of final expense and make sales fun! Register now.
7/21 From Airborne Ranger to Managing Director – How NAIFA Drove My Journey to the Top
As Albert E.N. Gray once wrote “Successful people are influenced by the desire for pleasing results. Failures are influenced by the desire for pleasing methods and are inclined to be satisfied with such results as can be obtained by doing things they like to do.”
Former NAIFA Trustee and managing director with Principal Financial Group, Steve Saladino, is a prime example of doing the hard things well, the things that will drive future success. Join Steve on July 21st at 1:30pm EST as he shows how his early training as a United States Army Airborne Ranger helped cultivate the habits that would lead this 31-year industry veteran to the top.
This NAIFA Live is intended for newer advisors and any advisor who wishes to grow their practice.
You will learn:
- How "being" NAIFA and not "doing" NAIFA can help you grow your professional network and practice
- Best practices for securing strategic alliances with CPA's, healthcare and P&C agents
- To enlarge your social and community presence and outreach while serving NAIFA
- Timeless sales and prospecting tips to drive your success
Register now.
7/25 Life Lessons: Useful and Practical Sales Concepts with Industry Experts
The life insurance marketplace is forever evolving and reinventing itself. Join us for a webinar on the last Monday of every month at 10am EST to learn some "Life Lessons" with the industry expert. We will discuss sales and marketing concepts to help you grow your business while serving the people within your community. Register now.
Life Markets Video Archives
