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How Retirement Planning Is Like a Round of Golf

How Retirement Planning Is Like a Round of Golf

Aug. 13 |   Planning for retirement is like playing a round of golf. The three stages of planning for retirement line up with the three strokes used in golf; teeing-off, chipping and putting. The ball represents the assets of your client and retirement is...

Individual annuity guidelines update for non-U.S. citizens

Individual annuity guidelines update for non-U.S. citizens

Jul. 13 |             Individual annuity guidelines update for non-U.S. citizens     We’ve recently updated the policy for issuing annuities to non-U.S. citizens. Download the bulletin for...

Change to Trial Applications Review

Change to Trial Applications Review

Jun. 20 | Effective July 1st, 2018, Transamerica will no longer review Trial Applications. We will continue to provide risk assessments through the Quick Quoting tools you use today. If you have any questions, please contact our Sales Desk at 866-545-9058.

See where IUL Protect wins, on and off the spreadsheet

See where IUL Protect wins, on and off the spreadsheet

Jun. 19 | Clarity with Straightforward Performance See where IUL Protect wins – on and off the spreadsheet When your clients want to understand how their life insurance policy can help them grow and protect their money, AXA can...

American National Annuity Rates – June 2018

American National Annuity Rates – June 2018

Jun. 12 | Annuity Rates – June 2018 Download the rate sheet. View the rate lock procedures.

Increase sales TODAY by accessing the business, premium finance, and foreign national markets with Lincoln IUL

Increase sales TODAY by accessing the business, premium finance, and foreign national markets with Lincoln IUL

Jun. 11 | Lincoln ONEmeetingSM Replay this month’s topic: Access the business, premium finance, and foreign national markets with Lincoln...

S.O.L.A.R. with Voya’s New Index Credit Multiplier

S.O.L.A.R. with Voya’s New Index Credit Multiplier

Jun. 11 | View as web page | Forward Monday, June 11 | 1PM Central S.O.L.A.R. with Voya’s New Index Credit Multiplier This week you’ll learn: • Overview of the new Index Credit Multiplier • Impact of Multiplier on S.O.L.A.R....

AIG American Pathway® Fixed 5 and Fixed 7 annuities Product updates

AIG American Pathway® Fixed 5 and Fixed 7 annuities Product updates

Jun. 6 | REPLACE American Pathway® Fixed 5 and Fixed 7 annuities Product updates 06/25/18 Effective Monday, June 25, 2018, the American Pathway Fixed 5 and American Pathway Fixed 7 annuities will be updated with the following...

How Artificial Intelligence Affects Insurance by Diana Greenberg on June 7

How Artificial Intelligence Affects Insurance by Diana Greenberg on June 7

May. 25 | Diana Greenberg is President & CEO of Total Financial. As a CSUN graduate with a business major, she started in the insurance business in 1985 under the tutelage of her parents, Marty and Lisa Greenberg, the founders of Total Financial, which was...

Faster case approvals and commissions

Faster case approvals and commissions

May. 10 | GET IT FAST! With Non-Medical IUL view web version | manage your email subscription GET IT FAST! With Non-Medical IUL Non-medical Underwriting on Max Accumulator+ features a purchase process that is simpler for...