If you’re looking for an even faster way to submit business, use our iGO (in Good Order) e-App featuring Automated Underwriting for Living Promise and Term Life Express. Both of these online applications ensure you have the right forms and all required fields are highlighted in yellow preventing mistakes and saving you time. Even better? We also offer Automated Underwriting on Living Promise and Term Life Express e-Apps so you will receive an instant underwriting decision while you’re with the client. Want to learn more? Watch our agent training videos below. > Living Promise Email Signature Method > Living Promise
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Help Clients Understand Their IUL Express Allocation Options
The accumulation value within an Indexed Universal Life Express (IUL Express) policy earns interest at a rate that is calculated based on the performance of a market index. If you use the IUL Express Easy Solve, the 100% participation rate crediting strategy will be selected, but your clients also have additional crediting strategy options. Your clients can choose from three crediting strategies, all based on the performance of the S&P 500, as well as a fixed account. This allows them to tailor their policy based on how they believe the index will perform. Clients can choose to allocate all of
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Tax Season is a Great Time to Reach Out to Clients
Tax season is underway… are your clients ready? As you are working with your clients, make sure to keep our 2020 Advanced Markets Tax Reference Guide handy — it puts key tax figures and limits right at your fingertips. And, don’t forget — our Advanced Markets Team is here to help! A key objective of our team is to provide training and support that focuses on our areas of expertise – estate planning, business planning, and retirement and distribution planning – and that can help you with your sales efforts. If you have a question about a concept, how our
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