Learn about the newly available Lincoln VULONE (2019) which includes a lifetime guaranteed death benefit with the freedom to pursue growth potential, and the Lincoln Care Coverage® Accelerated Benefits Rider available on Lincoln WealthAccumulate® IUL (2019) and Lincoln WealthPreserve® IUL (2017). Contact your BGA today.
A NEW approach to your book of business-Income-tax-deferred to income -tax-free opportunity
For clients who are seeking a more tax-efficient financial portfolio and death benefit protection, one solution they could consider is to fund a fixed index universal life (FIUL) insurance policy with withdrawals from qualified retirement plans and IRAs.
Contact your BGA to learn more.
Nationwide has launched a new linked-benefit LTC life insurance product, Nationwide CareMatters® II.
Contact your BGA today to learn more.
Back on April 22, 2019, Lincoln announced pricing
improvements to Lincoln LifeElements® Level Term (2017) which will
improve competitive positioning in key cells.
Lincoln LifeElements® Level Term offers both a traditional paper
application process and a streamlined Tele-App process for electronic
and paper ticket submissions.
- Open the door to conversations with new and existing clients
- Diversify and build your book of business
Attract clients seeking protection and the opportunity to diversify their financial portfolio. Contact your BGA today to learn more.
Help your clients discover new planning opportunities.
Reviewing your client’s tax return can be an effective way to identify financial protection needs – needs that AXA may help fulfill. With sweeping changes to personal, business and estate taxation with passage of the Tax Cuts and Jobs Act, this review can be even more significant.Contact your BGA to learn more.
Contact your BGA to learn more about Nationwide’s newest accumulation and protection IUL Products.
Assist your clients in planning their ideal savings for retirement, including life insurance.
Contact your BGA for more information.
Why It Matters:
- 10,000 Baby Boomers are turning 65 every day. 1
- By 2029, 18% of the U.S. will be retirement age or older. 1
- About 1 in 7 U.S. adults provide unpaid care of some kind to another adult. 2
Contact your BGA for more details on Protection from Transamerica