Disability Insurance Awareness Month (DIAM) Social Media Calendar
Life Happens has created a social-media post for each weekday during May’s Disability Insurance Awareness Month Campaign, plus a few holidays. These posts and graphics can be used on social-media sites or in other marketing outreach that makes sense. Feel free to use as-is or modify to fit your marketing, branding or compliance needs. Download.
Napkin Notes | Quick DI Sales Techniques
In honor of Disability Insurance Awareness Month we're launching a new series called Napkin Notes, featuring quick sales techniques. Designed to open your client’s eyes on why they need disability insurance, these straight-to-the-point ideas fit on the back of a napkin. Watch now.
American National | Precision Credit Underwriting Rate Class Reductions
During the process of reviewing a medically underwritten case, underwriters can apply “credits” for healthy characteristics. Individuals with three or more credits may qualify for a rate class reduction. Read more.
Assurity | Why You Need to Sell Disability Insurance Now
This Disability Insurance Awareness Month, turn consumer awareness of the need for income protection into sales. Get the streamlined product, process and tools you need to jump on this huge opportunity from a leader in the DI space. Read more.
Bestow | Automated Underwriting: From Quote to Coverage in as Little as 9 Minutes
Bestow offers you and your clients an application experience that’s ridiculously fast and extremely low touch. There are no medical exams, no paperwork, no waiting around. With the quick and easy online application process, your client can go from quote to coverage in 9 minutes if approved. Read more.
Lincoln | The Lincoln Leader: April 28
In this issue of The Lincoln Leader see topics including; new products WealthAccumulate 2 IUL & WealthPreserve 2 IUL (2020) effective 5/10/21; AG49-A Benchmark Index Account Change; eTicket Product Attestation; iPipeline No Longer Supporting Internet Explorer 11; Improved Experience for Printable Life Beneficiary Change Form; and Updated Login Process and Two-Factor Authentication (reprint). Read more.
North American | Pending Business Enhancements for Upsell Offers
North American is pleased to announce that the Paperless Pending report has been updated with enhanced search and viewing capabilities for cases where an upsell offer has been made. Through the Upsell Program, cases that meet certain criteria will be underwritten to determine the maximum face amount available. If your case qualifies for an upsell offer, you will be notified of the face amount being offered to your client with no additional underwriting requirements. Read more.
North American | Research on Women & Retirement Coming Soon
Our latest research revealed only 13% of women feel very knowledgeable about the retirement process, available options, and strategies for saving for retirement. So as Financial Literacy Month winds down, the Empowered campaign – and all it can do for the women and couples you serve – is just beginning. Hear from Lori Bochner, vice president of marketing, on why our research on women and retirement is coming at just the right time. Read more.
Omaha | Weekly Update
A Weekly Update for Mutual of Omaha's Brokerage Sales Distribution. Read more.
Pacific Life | 5 Clever and Differentiating Lead Generation Tactics to Try
Lead generation - turning strangers and people who are unaware of your business into interested prospects - is a routine practice for financial professionals looking to boost their life insurance sales. But some methods can be more effective than others. Read more.
Pacific Life | COVID-19: Underwriting Updates
Due to the evolving impact of COVID-19, we are pleased to announce the following updates to our temporary underwriting guidelines, effective 4/30/21. We will continue to monitor the situation, reevaluate as needed, and communicate regularly. Read more.
Sons of Norway | Agent Newsletter: April 2021
If you're one of the agents who aren't using our e-application … don't look around, you know who you are … you really should be. We're now going to be prioritizing e-applications over paper as it takes 3x as long to process those paper applications. Read more.
Transamerica | New and Improved Final Expense Rates and Application
Growing your business with Transamerica’s Final Expense Solutions Portfolio just got easier with more competitive rates. Read more.
Ameritas | Independent Distribution Loyalty Program
Thank you for working hard every day to help your clients enjoy life at its very best by reducing uncertainty and protecting what's most cherished. In appreciation of your efforts, Ameritas provides an extra incentive when you submit Ameritas FLX Living Benefits Term and Index Universal Life applications. Read more.
Lincoln | Rewards Plus Program
Lincoln Rewards Plus is a turnkey program combining: An executive bonus plan; Powerful product solution; Turnkey administration; Lincoln will waive LifeComp fees for this program. Read more.
Life Markets Leads Program
Do you need leads? We have access to fresh, exclusive, leads within your own defined territory. Read more.
5/18 Final Expense and Medicare - A Complete Package
Final expense and Medicare are a perfect combo! Why not offer your clients both? Join our training on May 18th at 1pm EST to learn from our special guest who is a master at being THE senior market specialist.
They will discuss:
- How to grow your business and residual income all at the same time
- Compliant business practices
- Ways to solidify your client relationships and customer loyalty
- Blocking out your competition
If you are just selling final expense or just selling Medicare, this web-training is for you! Don't miss it! Register Now.
5/24 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 a new, innovative term carrier that your clients can receive a quote in seconds, apply & be fully underwritten & covered in minutes, for $50,000 to $1,500,000 in coverage. Register now!
5/27 Liberty Bankers Final Expense Lunch & Learn
When it comes to selecting a final expense company to represent, agents prefer speed and accuracy. That is why URL Insurance Group is excited to have Liberty Bankers Life's Senior Vice-President, Mark Aremia, for a lunch & learn on May 27th at 10:30am EST.
Some of the highlights that Mark will be sharing includes:
- In-home underwriting decisions within minutes
- Top compensation that is paid quickly and immediately vested
- Paperless applications and e-applications and much more!
In an effort to provide proper social distancing, seating is limited – request yours today! We are providing access on a first-come, first-serve basis. Register now!
Please note: Masks are required to attend event. You will be asked about your travel and exposure to Covid-19, and your temperature will be taken at time of arrival.
6/7 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 us, 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!
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