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SALES BUILDER


2023 Tax Summary
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CASE STUDY


Tax Planning For Retirement
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RETIREMENT CALCULATOR


Retirement Needs Analysis Calculator

Underwriting News & Information


  • When It Comes To Financial Underwriting
  • More Clients Gain Access To Breakthrough Cancer Screening Test
  • Coming Soon - eNIGO Automation
  • Big Changes Coming For Retirement Savers
  • CareMatters COVID Guidelines Have Been Updated
  • Time To Move To eApps
  • Velocity's Digital Part II Now Automatically Opt-In Clients
  • Did You Know? Psychological Guidelines Offer Fast & Competitive Underwriting
  • Get Your Cases Approved Faster
  • Revised COVID-19 Temporary Underwriting Guidelines
  • Symetra's One Class Upgrade Program
  • Coming Soon: Real-Tim Approval

Sales and Product Resources


  • Our Protective® Executive UL Product Just Got Promoted
  • NEW Retire Stronger Website!
  • Smart Moves With Select-a-Term NEW Rates!
  • Introducing John Hancock's New Protection IUL
  • 15% Enhanced Target Premiums On Select New IUL And VUL Business
  • New GI Term Product From Principal
  • SwiftTerm Rates Just Got Even Lower!
  • Save Time With Our Ultra-Short Application
  • Choice. Flexibility. Tax Advantages.
  • More Leverage With Annuity Care II
  • Increase to Cap and/or Participation Rates In Select Nationwide IUL Products effective April 15, 2023

WEBINARS, PODCAST & CONTINUING EDUCATION

ALLIANZ

Learn About The Current Opportunities In Estate Planning

Tuesday, March 14th @ 11AM ET

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LINCOLN FINANCIAL

What's Holding Clients Back From Saying Yes?

Tuesday, March 21st @ 1 PM ET

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NATIONWIDE

CE Webinar Opportunities Available Now

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JOHN HANCOCK

The Future Of The Estate Tax Exemption

Thursday, March 23rd @ 2 PM ET

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PRUDENTIAL

Complete The Dream

Thursday, March 9th @ 2 PM ET

Register Here