Weekly Reporter – July 14th, 2015

Valuable insights on retirement health care costs, ways to maximize sales and nurture client trust in this week’s newsletter.

Marketing Concepts
Valuable Insights on Retirement Health Care Costs Insights on key retirement topics from the Nationwide Retirement Institute can help you discuss what clients are most concerned about, like preparing for health care costs in retirement. This special recorded webinar features health care and aging expert Mark Miller and covers important information for helping clients plan for these costs.  Help Clients Plan Help Clients Preserve Their Legacy Asset Protection+ is a simple and effective strategy that can help clients preserve and potentially enhance their legacy by repositioning assets that they do not expect to need during life.  Simple and Effective Need a way to MAXIMIZE your Sales? By using life insurance to maximize annuity funds, you can help provide your clients with the most value for their annuity funds, without the limitations of income or estate taxes.  Provide the most value Once your clients begin drawing retirement assets for income, market volatility can have a big impac Once your clients begin drawing retirement assets for income, market volatility can have a big impact on how long those assets last. One factor in how big an impact is their sequence of returns.  Share this consumer video
Product Updates
Long-Term Care Services Rider vs. Chronic/Critical Illness Riders There are several ways to fund long-term care needs. One method is to elect an acceleration of life insurance death benefit rider with a life insurance policy, of which there are generally three types, all with essential differences.  know the differences Effective Immediately: New Product Improvements Things don’t always go as planned. 1st year flexibility on the PruLife Founders Plus helps to solve for the unexpected while nurturing the trust your clients place in you.  1st year flexibility
Underwriting Updates
Medical Underwriting at Work for You At MetLife, Kidney Cancer, Sleep Apnea and Hepatitis C don’t necessarily preclude someone from obtaining a Preferred offer. Read these case studies and learn key questions to ask clients who’ve had these conditions.  learn key questions Get Foreign National Cases Placed Quickly and Efficiently Listen to this recorded, conversational webinar with Chris Guerin and Mike Thaxton to learn what underwriters are looking for when a case hits their desk and how to avoid red flags.  Avoid red flags