Weekly Reporter – June 3rd, 2015

Learn more about working with couples, how to help your clients diversify taxes, the future of life insurance, and more in this week’s newsletter.

Marketing Concepts
Learn More About Working with Couples Are you talking to you couple clients about their financial planning needs effectively? Register for an upcoming webinar, “The Financially Fit Couple: Engaging Both Partners to Ensure Greater Success,” hosted by wealth psychology expert Kathleen Burns Kingsbury. Each attendee will receive a free copy of her book, How to Give Financial Advice to Couples.  Engage Both Partners for Greater Success The Future is Now This video highlights why the John Hancock Vitality solution is changing the way people buy and sell life insurance. This approach gives clients the opportunity to save money and earn valuable rewards and discounts by simply living a healthy life.  Save Money, Earn Rewards Don’t Put All Your Tax Eggs in One Basket Click below for a new Tax Diversification Client Guide, which outlines planning decisions that can be made today that can help alleviate you client’s tax exposure in the future.  Plan Today for Lower Exposure Solutions to Generate New Sales Looking for new ideas to help increase sales? Click the following link to watch Transamerica’s John Oliver discuss solutions to selling smart in the hottest market.  Sell Smart in the Hottest Market
Product Updates
Introducing Rates that Will Travel Well Want to look cool when you hit the road? make sure you’re offering SBLI’s new low term rates. They are particularly strong for face amounts of $500,000 and higher, and among ages 45-60 in all underwriting classes.  Click for details and competitor rankings Introducing BrightLife Protect Survivorship Building on the success of BrightLife Protect, the new BrightLife Protect Survivorship from AXA offers a low-cost charge structure, a Select Account option for those looking for more upside performance, and a unique premium allocation structure that gives policyholders the flexibility to allocate their premiums in any amount to the fixed or Select account.  Live, Keep and Build More
Underwriting Updates
Another Product Added to Enhanced Rate Plus With MetLife Enhanced Rate Plus, eligible clients can go through a substantially reduced underwriting timeframe. And now you have another product you can use this underwriting program with! The MetLife Premier Accumulator UL is a solution that offers clients a product that is flexible and liquid while providing a death benefit and early access to high cash values, and offers you a compensation structure that can pay more than a traditional product over a longer period of time.  No Exams… No Lab Work… Increased Sales