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Posts tagged with "clients"

Customizable policy combo idea to show clients

Customizable policy combo idea to show clients

Jun. 12 | Consider this new GUL/IUL 2 Policy Idea email internal.lifesales@aglife.com, or reach out to your BGA. Policies issued by: American General Life Insurance Company (AGL), Policy Form Numbers...

Tax law changes affecting your clients

Tax law changes affecting your clients

Jan. 21 |   Yes, it’s tax filing season again, already! And again for this year, we had some tax laws extended by Congress through 2016 or 2019, but some were actually made permanent. So, for the context of this article, we’ll discuss only those changes...

These 5 tax facts will maximize year-end savings for your clients!

These 5 tax facts will maximize year-end savings for your clients!

Dec. 11 | Intelligent year-end tax planning can generate welcome tax savings for clients — not just on 2015 returns, but in future years, as well. (Image: Thinkstock) It’s that time of year again — yes, the holiday season, but also an important time for...

A longer grace period for 5% less

A longer grace period for 5% less

Nov. 3 | Clients looking for short-duration coverage want more time to pay their policy premium, because sometimes, life happens and a longer grace period is helpful. Thankfully you can provide clients a longer grace period for an average 5% less...

LTC with MORE TLC at home

LTC with MORE TLC at home

Oct. 22 |   View this email as a webpage When we increased the cash benefit for Nationwide YourLife CareMatters®, we kept the flexibility that helps clients receive long-term care at home — including payouts...

A new way to offer LTC for two people on one policy!

A new way to offer LTC for two people on one policy!

Oct. 13 | LTC + life insurance: available now View this email as a webpage Effective October 12, 2015, you can add a long-term care rider to the Nationwide YourLife®No-Lapse Guarantee SUL II life insurance product....

MORE Underwriting Satisfaction with Less Hassle

MORE Underwriting Satisfaction with Less Hassle

Sep. 17 | You and your clients will love our innovative underwriting programs that save time and make it easier to get policies issued. Principal Accelerated UnderwritingSM – Enjoy streamlined underwriting that means no blood work or exams and an underwriting...

5 ways to eliminate the competition

5 ways to eliminate the competition

Jul. 29 | Sales is a zero-sum game: someone wins and someone else loses. The person who wins does so because he creates a preference, a bias, for his offering, which blocks out the competition. The way you create a preference for your solution is by creating...

5 Steps to Get More Sales for Producers

5 Steps to Get More Sales for Producers

Jul. 20 | We’ve revamped our marketing microsite and created ClientCoach, a step-by-step guide through the life insurance sales cycle. Teach your producers about specific types of clients and provide them with strategies and resources to help make a...

8 ways to avoid E&O claims

8 ways to avoid E&O claims

Jul. 6 | Assisting your clients (and their advisors) monitor their life insurance portfolios will reinforce your position as a trusted advisor, increase your professionalism, reduce your exposure to errors and omissions (E&O) claims and is the way to provide...