
American National | Underwriting Case Studies for Obesity and Diabetes
Obesity and type 2 diabetes are of the two most common impairments seen by underwriters. At American National, our underwriters go the extra mile to identify individuals with these conditions. Learn about two recent cases that display how we apply credits for healthy characteristics and look at the total picture, not just individual conditions. Read more.
American National | Underwriting for HIV
Treatment of HIV has changed dramatically over the years. Now, the survival of those living with HIV is favorable enough, in many cases, to offer life insurance. American National has been issuing life insurance to applicants with HIV with fairly good results for some time now. Each case is individually underwritten; however, the most successful cases submitted are those with good field underwriting done prior to submitting an application. Read more.
Illinois Mutual | Have you used our Policy eDelivery?
We offer Policy eDelivery to help you navigate even the most complex client contact situations. Read more.
Illinois Mutual | BE + ROP = We're the One and Only
Small business owners are short on time. They want every cent they spend to make sense. Our Business Owner flyer (C9713) helps you build value and get straight to the point when you present: Disability income insurance (DI); Business expense insurance (BE); and The Return of Premium (ROP) Rider. Read more.
Lincoln | Exciting Changes to Lincoln TermAccel
Lincoln is expanding the automated underwriting and face amounts for Lincoln TermAccel (2019)! Clients can now apply for up to $2.5M in Lincoln TermAccel (2019) coverage and experience the same streamlined automated underwriting experience you’ve come to know. Read more.
North American | Get More Opportunities for Faster Underwriting!
North American expanded their maximum face amount so that even more cases for ages 51-60 can qualify for WriteAway, North American’s accelerated underwriting process. That means more opportunity for you and your clients! WriteAway can help your healthiest clients get death benefit protection in as little as six calendar days 1 without a lab or exam. Read more.
Pacific Life | Underwriting That Won't Leave You High And Dry
With PL Promise Term, you can double your chances to get more of your clients a more hassle-free underwriting offer for up to $2 million in life insurance coverage. Read more.
Protective | New TeleLife Process is Easier and Faster
For EZ-App users, TeleLife just made it easier to ensure customers get and stay engaged in the underwriting process. When they complete a portion of the interview online, you're one step closer to helping them reach their protection goals. Read more.
Protective | Lower Prices – Faster Protection
It’s not always easy to align your clients’ budgets with their protection goals, so we lowered prices on our Protective Classic Choice term policies to balance both. Read more.
Transamerica | Right Price, Right Time
To help keep your business running strong in 2022, we’re making impactful changes and wanted to give our valued partners a preview before the official announcement on Friday, March 25. Here’s what we’re doing to give you, your agents, and your clients more competitive rates for Trendsetter Super. 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.
Americo | Earn Additional UFirst Credits with Agent Tools eApp (qualify through 5/31)
From March 1, 2022 through May 31, 2022, any final expense application submitted and paid through the new Agent Tools eApplication will receive an additional 25% UFirst Credits. Earn 45,000 UFirst Credits during the qualification period and receive a cash bonus in June! Read more.
Foresters | Foresters Financial Convention 2023 (qualify through 12/31)
From January 1, 2022 - December 31, 2022 your Foresters Financial production efforts can earn you the chance to celebrate your crowning achievement in Vienna and Prague April 21 - 26. 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.
Life Markets Leads Program
Do you need leads? We have access to fresh, exclusive, leads within your own defined territory. 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.

Foresters | Get In Front of More New Clients
Get the tools you need to reach new clients and help more people. Getting in front of new clients is challenging. We get it. We’ve got you covered. Training Academy on ezbiz has all the sales tools you need to get ahead — and stay ahead. Read more.
4/4 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.
4/18 Final Expense: Sales Bootcamp
With more than 10,000 people turning 60 everyday, you should be prepared to serve and protect them and the people they love.
Join us for a webinar on April 18th at 10am EST. Our Final Expense Sales Bootcamp will help you discover:
- What a final expense policy does for the client
- How to find and help people
- Ways to successfully present a final expense program
- Why everyone needs a final expense plan
- How to convert a "no" into a "yes" Final expense life insurance is the fastest growing segment within the life insurance marketplace.
Our goal is to empower you to be confident while protecting seniors in your communities. Register now.
4/25 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.
4/26 P&C Playbook: Increase Agency Revenue Without Increased Expenses
According to market research, 36% of Americans intend to buy life insurance in the next 12 months. Another 16% say they need life insurance, but don't have any. That makes up 52% of the population. Join us for a webinar on April 26th, at 10am EST as we introduce to you a turnkey system to protect the lives of your customers and grow your revenue.
This system is designed to:
- Easily create an interest for life insurance
- Provide a simple, fast, hands-free way for interested clients to obtain coverage
- Exclusive training for your existing staff without adding to the demands to what they do today.
You and your agency work hard to protect your clients and the assets they cherish and value. This webinar will show you how to protect their lives without the need for additional staff. Register now.
Transamerica | 2022 Advanced Markets Webinar Series
Let’s face it, estate planning tends to be boring, time consuming, and complex. And with the current estate tax exclusion, some financial professionals feel estate planning impacts fewer and fewer people. Truth be told, estate planning isn’t just for the wealthy – it impacts every client you have. This presentation and the accompanying materials are designed to provide you with fundamental knowledge of must-know estate planning concepts. Register now.
Transamerica | Want to Learn a Smarter IUL Sales Strategy?
Learn a new sales strategy clients can relate to. During the webinar we will share a toolkit of digital prospecting resources, consumer materials, and thought leadership content to help you uncover more opportunities. Register now.
Transamerica | Executive Bonus Webinar
An executive bonus can go a long way in the right scenario. This webinar covered the pertinent details, including:
- Why it make sense to offer an executive bonus to certain employees
- The target market for executive bonus
- Different variations of executive bonus arrangements
To provide additional value for your clients, we include related materials for your convenience. Register now.
Life Markets Video Archives
