Last Updated: March 29
Accordia
- Protecting Your Clients Through the Phases of Home Ownership. Use this flyer to start a conversation about using life insurance to protect a mortgage.
Need help with any of Accordia's products?
Call us at 1-800-823-4852 or click here to email our Brokerage Sales Support team.
AXA
- Updated 1040 Overlay Program. Help your clients explore new planning opportunities for 2016.
Need help with any of AXA's products?
Call us at 1-800-823-4852 or click here to email our Brokerage Sales Support team.
Legal & General
- New "Get More" fact sheet for brokers. Show your clients how big the coverage gap may be between coverage they have and the coverage they need with an underwriter's "double check" to see if the proposed insured is eligible for additional coverage.
Need help with any of Legal & General's products?
Call us at 1-800-823-4852 or click here to email our Brokerage Sales Support team.
Lincoln
- March ONE Meeting Follow-up: LTC and Chronic Illness. Download a presentation, copy of the meeting replay, a white paper on protecting wealth from unexpected health care costs, product side-by-sides, and more.
- Lincoln WealthAdvantage IUL Agent Case Study. Use this case study to show your clients how life insurance can be a tax-efficient financial resource to complement their existing retirement income strategy. This case study features conservative investors in the 39.6% tax bracket.
Need help with any of Lincoln's products?
Call us at 1-800-823-4852 or click here to email our Brokerage Sales Support team.Minnesota Life
- NEW! Share Universal Life's Benefits. Share this video that explains the benefits of universal life insurance.
- NEW! A New Sales Strategy for Clients with Idle Assets. This PDF helps pinpoint the ideal client for variable life with long-term care.
- NEW! A Competitive Death Benefit and LTC Solution. This PDF shows you the benefits to your client of the VUL Defender (variable universal life) with a long-term care agreement.
- Making Permanent Life Insurance Affordable. Use this brochure to identify ideal clients and sales opportunities to use "laddering" to help client buy cash value policies with budget-friendly premiums.
Need help with any of Minnesota Life's products?
Call us at 1-800-823-4852 or click here to email our Brokerage Sales Support team.
Mutual of Omaha
- IUL Sales Ideas. Download two new sales ideas: "Building Wealth Outside Your Business" and "Stay Bonus" (select employees can continue to work for the business when the next generation takes over).
Need help with any of Mutual of Omaha's products?
Call us at 1-800-823-4852 or click here to email our Brokerage Sales Support team.
Principal
- Find New Clients with Workplace Financial Wellness. Connect with business owners and offer their employees and key executives solutions to help them plan for their financial future. Workplace Financial Wellness is an excellent approach for the worksite market and provides employees with a valuable financial needs analysis for their personal situation.
Need help with any of Principal's products?
Call us at 1-800-823-4852 or click here to email our Brokerage Sales Support team.
Protective
- Conducting Another Policy Review? Information on Protective's Advantage Choice UL, a competitive GUL solution that can adapt to meet a variety of situations.
Need help with any of Protective's products?
Call us at 1-800-823-4852 or click here to email our Brokerage Sales Support team.
Symetra
- Advanced Sales Concepts. Get agent flyers, brochures, fact finders, sample illustrations, and more for wealth transfer concepts, trust planning concepts, life insurance policy reviews, and business planning concepts.
Need help with any of Symetra's products?
Call us at 1-800-823-4852 or click here to email our Brokerage Sales Support team.
