1. The Products & Carriers You Loved in 2016
February 2017

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

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

4. 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

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

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

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

8. 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)

9. 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)

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

11. 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)

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

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

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

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

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

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