February Sales Idea
New Year, Time To Review Current Plans
As 2025 begins, set up policy reviews with clients to help identify outstanding loans on existing policies and address important questions, such as: Is their life insurance coverage meeting their needs? Are their beneficiary designations still accurate? Do their financial strategies need to be adjusted in light of a new administration? The new year means you can offer new ideas to clients, all while growing your business.
Sales Concepts & Resources
- Early Cash Value Rider Illustration Option For Max Accumulator+ III
- New Accident Insurance In CA: Get More From Every Sale
- Life Insurance With A Side Fund Concept
- Introducing A Life Insurance Suite With An Edge
- Top Ways To Use Survivorship Insurance
- Put Gifting Strategies Into Action
- Whole Life And Variable Universal Life Can Be A Winning Combination
- Underwriting Hot Topic: Atrial Fibrillation
- Use These Resources To Address Implications With Business-Owner Clients
- Address 3 Common Concerns During Insure Your Love Month
- Do Your New Year's Resolutions Include These Innovative Solutions?
- Documentation We Can Use To Help Protect Your Foreign National Clients Today
Important News & Information
- 2025 Fingertip Tax Guide
- NEW Retention And AUW Limits
- Introducing Autobind+
- New CE Training Requirements In California
- Introducing Lincoln AssetEdge VUL( 2025)
- Introducing Lincoln AssetEdge SVUL
- Nationwide Target Premium Increase - IUL Product Suite
- 2024 Caregiver Study: Understanding The Day-To-Day Experiences Of Informal Caregivers
- The Importance Of Life Insurance Awareness - Any Month!
- How To Pivot The Conversation To Life Insurance
- The Next Generation Of Accelerated Underwriting
- UL Premium And Rate Changes
- MassMutual's Life Underwriting Guide Now Easier To Use
WEBINARS, PODCAST & CONTINUING EDUCATION
Join us for a MoneyGuide Pro/eMoney Training/Workshop
Discover how to navigate MoneyGuide Pro/eMoney financial planning tools to model the impact of a long-term care event on your client’s portfolios.
This workshop will equip you with strategies to stress-test your clients' financial plans and prepare them for the future.
Join us and Nationwide's Manager, Life Placement, Samantha Logan on Tuesday, February 11th at 2 PM ET | 1 PM CT| 11 AM PT.