Author Archives: Terry

Coverage Without Contact

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Your prospects and clients may not know they can get the coverage they want and need while keeping their health and safety and that of family, friends and community in forefront.

  • Professional advice to make a plan to achieve their goals
  • Contact-free consultation*, application and policy delivery process
  • Top tier Annuity policies from National Life Group that build savings and provide lifetime income that can be started with as little as $100 a month
  • Top tier Life Insurance policies from National Life Group that protect against death PLUS provide benefits they don’t have to die to use

The time for life insurance is now

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There’s no better time to start the discussion about everything life insurance can do than right now! But at a time when face-to-face meetings can be harder to arrange, it’s crucial that you try new ways to connect with clients.

On this page, you’ll find all the assets you need to reach out, prospect and connect remotely.

Don’t let social distancing slow down your ability to service your life insurance clients. This page also includes links to information on our e-App and Fast Lane programs, each of which is designed to help you move your business forward—even from a distance. Contact your BGA for more details.

TRANSAMERICA LIFETIME FLUIDLESS UNDERWRITING UP TO $2 MILLION

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Why not help your clients get the life insurance protection they need without the invasive blood draws? You can offer your clients Transamerica LifetimeSM policies with face values up to $2 million.1
Fluidless underwriting can make the process of getting life insurance much easier for your clients. And Express Protect UnderwritingSM combined with the iGO e-App® could be a solution given the challenges resulting from the COVID-19 pandemic.2 

Contact your BGA and learn more.

Investing in Quality Employees

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A competitive benefits package can be critical to attracting and retaining talented employees. With as few as two employees, you can begin offering a comprehensive employee benefits program that aligns with both your business and human resources goals. And by incorporating opportunities for voluntary insurance products and services into your offerings, you can enhance benefits packages without increasing your budget. Contact your BGA today to see how OneAmerica can help.

New to working remote?

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Resources that can help. Almost overnight, remote work has become mainstream. Companies around the world are encouraging their employees to work from home to prioritize the health and safety of their workforce and communities amid coronavirus. Working through this rapid change can be hard and we’re moving quickly to help members get information they can trust, stay connected to their community and learn now to be more productive and successful in their jobs.

Offering a Personal Key Person Solution with John Hancock

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Recently a small business owner contacted his agent to discuss his financial planning. Recent events have led the client to think about retirement, as well as making sure that if something should happen to him, his family can get full-value for his business and be financially secure.
The agent reached out to the Advanced Markets team to discuss potential solutions. Based on the case details, the Advanced Markets Consultant (AMC) recommended a “personal key person” plan that can help protect the family if something happens to the small business owner, provide a supplemental retirement income if he lives beyond his current retirement assets, and serve as a source of funds should he experience unexpected expenses in retirement — especially if those expenses happen during another period of extreme market volatility.