The Products & Carriers You Loved in 2016

Slides:

Advertisements

Similar presentations

Why Partner with SunAmerica Variable Annuities?

Advertisements

Rose Sladek Account Distribution Manager.

Chapter 9 Managing Life, Health, and Disability Risks.

Mutual Funds Aim: Why do people invest in mutual funds? Do Now: What are some of the major problems/risks that come with investing in the stock market?

The search for income in a low interest rate world J.P. Morgan Investment Academy Series Accessible investment education from a trusted source FOR INSTITUTIONAL.

For internal use only IUL Frequently Asked Questions Oct Licensed Conference Call.

National Independent Marketing Organization 40 Years Supporting Brokers Specializing in Advanced Designs for Estate and Business Planning Industry competition.

Providing Mortgage Protection, Life, Disability, and Retirement Solutions to our Clients.

Todd Myers Insurance and Finance For Nurse Practitioners.

Premium Finance Strategies for Single Life and Survivorship.

1 For agent use only. Not for dissemination to the public. Annuities 101 For Agent Use Only — Not for Dissemination to the Public.

1 For producer use only. Not for dissemination to the public. Annuities 101 For Producer Use Only — Not for Dissemination to the Public.

Hybrid LTC Strategies Copyright © C.O.R.E. GROUP USA, INC. and C.O.R.E. Marketing, Inc. All rights reserved. Marvin Johnson Relationship Manager.

CRITICAL ILLNESS CHRONIC ILLNESS TERMINAL ILLNESS Life Insurance Policy Riders cover these “Qualifying Events.” These benefits add a strategically important.

How to read your account statement presentation How to read your account statement.

America has a Problem… PPT And We Have the Solution!

InteFlex The Industry Standard United Systems Advisory Council - January 16-17, 1997.

Products and financial services provided by the companies of O NE A MERICA F INANCIAL P ARTNERS, I NC. Products and financial services provided by the.

Product Wizard Start PR /12FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. 1.

For Financial Professionals Only. Not for use with the general public. Asset Based LTC A Better Way to Self Insure Survey Kit Identify Interest the Easy.

LONG TERM CARE EXTENDED CARE The Market for LTC Ages 40 to 75.

Index Annuity Basics.

Max Accumulator+ Competitive Positioning

EXPLORING THE OPTIONS OF ASSET-BASED LTC

DI – Disability Insurance

P/E Capital Investments manages the wealth of select families and business owners. P/E Capital Investments does not provide tax or legal advice. It is.

Asset Based Long-Term Care

FHC STUDY GROUP What’s Hot Right Now? MID-YEAR REVIEW

FHT&T 2017: Only 2 spots left! We’re gearing up to help your staff master the latest technology, add value to your practice with marketing and prospecting,

“Life as we know it” Exploring the different types of life insurance

QoL Guarantee Plus GULII

Principal Indexed Universal Life Flex II℠

Quality of Life Insurance® Portfolio

Asset Based LTC A Better Way to Self Insure

Directed by: UConn Goldenson Center

Dial-In Number: Meeting Number:

“Building Dreams, Creating Independence Across America”

Our Company Relationships with over 100 of the best A Rate Carriers and top Global Fortune 500 insurance and financial Companies & Since 1994 Over 20 Years.

Asset-Based Long-Term Care

ASSET-BASED LTC A CLIENT-FRIENDLY OPTION

Protection your clients never knew they always wanted

FHC STUDY GROUP January 2015.

WHAT IS AN IDEAL Living Annuity Investment?

August Ameristar Casino & Resort

For Broker-Dealer Use Only. Not For Use With The Public.

Piecing Together the IUL Puzzle

Which IUL for my client? Read Slide

Partners in Sales Part I

Revenue-Generating Ideas for a Successful 2017

Options for every opportunity

Partners in Sales Part II

Lincoln PreservationEdgeSM SVUL

Partner With SRS to Grow Your Business

Guaranteed Insurance Solutions™

S&G Gramby Business Services Insurance Agency

December 19th at 10:30 am.

BRIDGE FROM GUL TO IUL TRAINING SERIES: GUL & IUL 50/50 combination Diversify for best of both worlds Read Slide Policies issued by American General.

Which IUL for my client? Read Slide

Annuity and Life Insurance Product Update

Products and Carriers You Loved in.

Top Investment Products of 2017

Best Products & Carriers of 2017 Living Benefits

Top Products & Carriers Death Benefits of 2017

Annuity and Life Insurance Product Update

Presentation transcript:

The Products & Carriers You Loved in 2016 February 2017

College Planning Podcast Available Podcast.firstheartland.com (needs itunes on computer) Podcast2.firstheartland.com (on iphone)

Albridge Update Responsive layouts across devices Improved navigation Created new client dashboard feature

Objectives Share the data we have collected from the last year on which carriers and products you and your fellow agents sold the most Share our case designers’ input on why those products were popular and what to look for this year

Universal Life Carriers Products Pacific Life Prudential Financial Principal Universal Life Flex (Principal) Founders Plus (Prudential) Pacific Estate Preserver II (Pacific Life)

IUL Carriers Products Pacific Life John Hancock Allianz Life Pacific Indexed Performer LT (Pacific Life) Life Pro + (Allianz Life) Protection IUL (John Hancock)

GUL Carriers Products Prudential Symetra Lincoln PruLife Universal Protector (Prudential) Survivorship Universal Life - G (Symetra) Custom Guarantee (North American)

Whole Life Carriers Products Mass Mutual National Guardian Life /Settlers Life Ameritas Life Whole Life Legacy 100 (Mass Mutual) NGL Funeral Expense Trust (National Guardian Life) Keystone Whole Life (Ameritas)

Term Carriers Products John Hancock Principal Life Lincoln National Life Level Term – 20 Year (John Hancock) 20 Year Term (Principal Life) LifeElements Level Term – 30 Year (Lincoln)

Asset Based LTC Carriers Products Pacific Life OneAmerica Lincoln National Life Pacific PremierCare (Pacific Life) MoneyGuard II (Lincoln) Asset-Care (OneAmerica)

Long Term Care Carriers Products Mutual of Omaha OneAmerica Transamerica Mutual Care Secure Solution (Mutual of Omaha) Mutual Care Custom Solution (Mutual of Omaha) LTC Benefits Continuation Rider – Joint (OneAmerica)

Disability Insurance Carriers Products Principal Life Standard Ameritas Life Series 700 Disability Insurance (Principal) Protector Platinum (Standard) Series 700 Overhead Expense DI (Principal)

Fixed Annuities Carriers Products Allianz 222 (Allianz) Allianz Life Safe Return (Great American) Allianz 360 (Allianz) Allianz Life Great American American Equity

Variable Annuities Top Carriers Top Products Jackson National MetLife Investors AIG / SunAmerica Jackson National Perspective MetLife Shield Level Selector SunAmerica Polaris Platinum

VUL Top Carriers Top Products Lincoln Nationwide Pacific Life SVUL-One (Lincoln) YourLife Surivorship VUL (Nationwide) AssetEdge VUL (Lincoln)

Most Net New Sales Blackrock Strategic Income Opportunities Portfolio Lord Abbet Short Duration Income Fund Prudential Floating Rate Income

Most Widely Held Mutual Funds American Funds The Growth Fund of America Washington Mutual Investors Fund Investment Company of America