Industry News

Weekly Reporter – March 23rd, 2015

A video on conducting client reviews, a sales idea for your clients with student loan debt and more in the current edition of The Weekly Reporter!

Marketing Concepts

Student Loan Forgiveness and Life Insurance
Nearly two-thirds of students graduate from college with debt. Help graduates prepare for their future and pay off student loans. Combining student loan repayment programs and the benefits of a life insurance policy can help meet your clients’ current and long-term financial needs. Click the following link to learn about a strategy that can help your clients pay off their loans and secure their futures.
 A strategy for those with student loans
Watch and Learn How to Conduct a Client Review
Watch this new video from North American and learn a powerful way to help build your skills, gain insightful tips, and put a life insurance client review practice in place today.
 PUT A client review practice in place today
Tax Preparation is Seasonless
While the focus before April 15 is on tax preparation, it is never too early or too late to look at taxation issues for the current year. Learn about the layers of federal taxation that may affect your clients.
 Taxes that may affect your clients
Product Updates
Business Planning Strategies Using the Guaranteed Refund Option
Life insurance can be an important planning tool for business owners. The Guaranteed Refund Option rider, available at no additional cost on qualifying GUL and GUL Plus policies, provides flexible options for business owners who are planning for the future of their company.
 flexible options for business owners
LTC Rider Now Available on Business Life Insurance Products
You and your business clients are trying to make a perfect match. You’re looking for long-lasting relationships with top business clients, and those clients are searching for key employees who can help drive the business forward. Nationwide is happy to make matches like these even easier: Two of their business life insurance products now feature the Nationwide Long-Term Care rider.
 LTC rider for business life insurance
Underwriting Updates
New Foreign National Underwriting Program
Accordia Life recently introduced new, revamped underwriting guidelines for foreign nationals. The new program applies when the owner and/or insurance are not residents of the United States, or are U.S. citizens who travel abroad more than 12 weeks per year.
 revamped foreign national guidelines

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