Products and Carriers You Loved in.

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Presentation transcript:

Products and Carriers You Loved in

Latest Innovations in the IL Space Next Study Group Call…. Latest Innovations in the IL Space Thursday, March 21st | 10:30am CST Next Tech Talk…. Real wealth Marketing Tuesday, March 5th | 10:00am CST Tuesday, March 12th | 2:00pm CST

On the Call… Stoyan Petev Steve Schreiber Vice President of Advanced Case Design Steve Schreiber Assistant Vice President of Advanced Case Design

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

Agenda Review the top 3 carriers and products for UL IL Term GUL Whole Life Term Asset Based LYC LYC Fixed Annuities

Term - 2018 Carriers Products Principal Prudential Lincoln 20 Year Term (Principal) Lincoln Life Elements 10 Year Term Term Essential 10 (Prudential)

Whole Life - 2018 Carriers Products Americas Mass Mutual Whole Life Legacy (Mass Mutual) Keystone Whole Life (Americas) Keystone Foundation (Americas)

Current Assumption UL - 2018 Carriers Products Principal John Hancock Americas Universal Life Flex (Principal) Protection UL (John Hancock) Excel Essential UL (Americas)

GUL - 2018 Carriers Products Principal Protective Symetra United of Omaha SUL Protector (Principal) Advantage Choice UL (Protective) Symmetric UL – G Guaranteed Universal Life (United of Omaha)

IL - 2018 Carriers Products Pacific Life Allianz Life North American John Hancock POX IL (Pacific Life) Life Pro + (Allianz) Rapid Builder IL (NACOLAH) Protection IL (John Hancock)

Asset Based LYC - 2018 Carriers Products One America Pacific Life Lincoln Asset Care (Single & Joint) Pacific Premier Care Choice Money Guard (Lincoln)

Long Term Care - 2018 Carriers Products Mutual of Omaha Mutual Care Secure Solution (Mutual of Omaha) Mutual Care Custom Solution (Mutual of Omaha)

Disability Insurance – 2018 Carriers Products Principal Mass Mutual Americas Series 700 Disability Insurance (Principal) Radius (Mass Mutual) Dynamic Foundation (Americas)

Final Expense – 2018 Carriers Products Settlers Settlers Final Expense NGL Mutual of Omaha Settlers Final Expense NGL Funeral Expense Trust NGL Asset Guard

Fixed Annuities - 2018 Carriers Products Allanz 222 Allianz 360 American Landmark 5 (Great American) Choice 10 (American Equity) Income Shield 10 (American Equity) Allianz Great American American Equity Principal (MYGA & SPIA) F&G (MYGA)

Latest Innovations in the IL Space Next Study Group Call…. Latest Innovations in the IL Space Thursday, March 21st | 10:30am CST Next Tech Talk…. Real wealth Marketing Tuesday, March 5th | 10:00am CST Tuesday, March 12th | 2:00pm CST