1. Products and Carriers
You Loved in

2. 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

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

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

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

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

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

9. 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)

10. 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)

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

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

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

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

15. 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)

16. 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