Weekly Reporter – April 21st, 2015

Tips for successful selling, Retirement Path Roadmap planning tool, selling to foreign nationals and a new video on IUL in this week’s newsletter.

Marketing Concepts
Why Use Retirement Path Roadmap? A Top Producer’s Opinion The Retirement Path Roadmap selling system can help you show clients how much they need for retirement, it can identify whether clients have saved enough for retirement, and it can provide extra tax-efficient income to fill the gap. See what a top producer with Accordia has to say about using Retirement Path Road Map with his clients.  Show Clients What They Need For Retirement Foreign Nationals Can Benefit from Legacy Planning A foreign national has the same needs for life insurance that a U.S. citizen does. Carey Rokovich’s LifeHealthPro article, “3 Ways to Mitigate Risk When Planning for non-U.S. Citizens,” discusses the various types of legacy planning that can help a foreign national prosper  Help Foreign Nationals Prosper Estate Planning, Individually Centered EPIC, or Estate Planning, Individually Centered, transcends traditional estate planning. Instead of just planning for what happens at death, EPIC helps clients plan for both life and death.  Transcend Traditional Estate Planning
Product Updates
Tips for Successful Selling – Life Insurance with Vitality Your clients’ healthy choices and good decisions may already be saving them money on health and car insurance. Why not offer them the opportunity to save on life insurance too by maintaining a healthy lifestyle? Change the conversation to focus on John Hancock’s new healthy approach to life insurance with the John Hancock Vitality Program.  change the conversation Spread the Word Wouldn’t it be great if there was another way for you to share the fixed index universal life (FIUL) story with your prospective clients? With this new video, it’s now easier than ever to spread the word about the protection and tax advantages of FIUL and Allianz Life Pro+.  Easier Than Ever to Share FIUL
Underwriting Updates
How Can You Boost Your Clients from Standard to Elite? With MetLife Promise Whole Life Select 10 and MetLife Enhanced Rate Plus. It reduces the timeframe to underwrite a policy, and those rated at Standard will be upgraded to Preferred or Elite.  Upgrade From Standard to Preferred or Elite