Spring is just a few weeks away (3/20).
Don't forget to "spring forward" on March 13th,
i.e. set your clocks one hour ahead.
This past week Teresa (raised cup -- of iced tea) organized
a Mardi Gras celebration for our team.
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GPA CE Program:
Business Succession Planning for the Family Business
This complimentary program is sponsored by MassMutual and conducted by GPAgency
Available for credit in these states: NC, SC*, MA, NH, NV
Date: Wed., Mar. 16, 2022
Time: 11:00 am – 1:00 pm, EST
Location: Online or Onsite at GPAgency (do need laptop)
Instructor: Chris Carrigan, CLTC, along with a guest panel
Credit: 2 CE credits
Course #: NC-214613; MA-28647; NH-477191; NV-18702, SC-6000109324
Course Overview:
This course will help the participant understand the transfer planning strategies available to the family business owner. The course will look at the objectives and challenges of the family business owner and the need to balance business objectives with the family’s needs. The participant will understand why it is important to start planning early for the succession of a family business.
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GPA hosts...
MassMutual’s
Whole Life University
– A 3-part series designed to help you increase production by seizing the whole life opportunity.
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Tuesday, March 29th, 11:00 am – 11:30 am
Part 1: Myths and Misconceptions:
- MassMutual Commitment to the Brokerage (Brokerage General Agent [BGA] & Institutional) Channel
- Past | Present | Future: Products & Carriers
- Whole Life Myths & Misconceptions
Tuesday, April 5th, 11:00 am – 11:30 am
Part 2: Whole Life and Accumulation Sales:
- Why Whole Life and Why Now
- The Whole Life Difference in Accumulation
- Delivering on our Commitments
- The Impact of Interest Rates on Indexed Universal Life (IUL)
- Accumulation Case Study
- Producer Compensation
- Introduction to MassMutual’s Advanced Sales
Tuesday, April 19th, 11:00 am – 11:30 am
Part 3: Whole Life and Protection Sales:
- Why Whole Life is Important
- Whole Life in Protection Sales
- Why MassMutual
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Helping you compete with the popular online quoters!
If you love the ease of our LifePipe Quick Quote tool, you're going to love this Client Quoter, which is built off the same platform. With iProspector, prospects can easily retrieve an instant quote for term insurance from a variety of carriers. If they want to apply for coverage, they click on the submit button and their app is sent to you for completion.
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What You Need to Know About...
Click link to learn more:
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North American:
WriteAway Expansion: The maximum face amount for ages 51-60 is doubling from $500,000 to $1 million. The maximum face amount for ages 18-50 will remain at $2 million. WriteAway can offer your healthiest clients the ability to secure death benefit protection without an exam or lab in as little as six calendar days. Learn More
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John Hancock:
Reach more clients with Expanded Term Options — reduced face amounts as low as $250,000 to help you meet the life insurance needs of even more term clients.
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Columbian Financial:
With their new grandparent signature limit, a grandparent can purchase a policy on their grandchild with no parent signature and no medical exam, and give their grandchild the gift of a fully paid-up $25,000 policy in 20 years. View Brochure
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Securian
Give your clients a boost with SecureCare III
DATE: Wednesday, March 30, 2022
TIME: 1 pm, CST (2 pm, EST)
SPEAKER: Kyle Wilson, Business Development Consultant
SecureCare III, a hybrid LTC plan built on a nonparticipating whole life insurance policy, will be launching on March 28th*. Like its predecessor, its a cash indemnity benefit for LTC with no fine print or restrictions about how it can be used plus more flexibility.
Now clients can choose the protection that matters most to them:
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Maximize protection on their premium dollars with full return of premium, OR
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Maximize leverage on their premium dollars with LTC Boost (minimum ROP/max LTC benefit)
*All states except AZ, CA, CT, DC, DE, IN, MT, ND, NY and SD.
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John Hancock
Full-Suite of Protection Products
DATE: Wednesday, March 16, 2022
TIME: 2 pm, ET
A review of John Hancock’s full suite of protection products, built on a foundation of stability — and offer flexibility and innovative benefits. In this quick overview, you will learn how John Hancock’s latest enhancements can help you deliver more choice and value from a brand your clients can trust.
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Great Western
Final Expense Webinars
Learn more about their services and tools.
March
- GWIC Final Expense 101: March 11 at 11 am CT
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Please click here to register.
April
- GWIC Final Expense 101: April 6 at 3:30 pm CT
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Please click here to register.
- GWIC agent portal overview: April 12 at noon CT
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Please click here to register.
- GWIC Final Expense 101: April 21 at 3 pm CT
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Please click here to register.
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Ohio National
Transform Your Business Now and for Years to Come with Multi-Life GSI
Perhaps the greatest advantage of selling Multi-Life Guaranteed Standard Issue (GSI) is the ability to quickly grow your client base and revenue through multiple policy sales in one location. Consider this: the average premium for a GSI case with 200 participants with 30 percent participation (60 lives) is $90,000. That’s $1,500 per participant compared to an average premium of $2,500 for an individual policy.
Other advantages: • Access to the robust employee benefit market • Cross-selling opportunities • Ease of underwriting • Vested commission stream • Excellent source of first-year and continuous revenue
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Great Client Shares:
Securian
MassMutual
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Symetra
Simplified protection for businesses covering multiple lives
Symetra recently launched a new MultiLife Business Program that provides streamlined life insurance protection to multiple key employees through a guaranteed-issue underwriting process designed specifically for them.
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Sagicor
Sage IUL for wealth accumulation
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AIG
Consumer product brochures
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Illinois Mutual
BE + ROP = Illinois Mutual
Currently, they are the only insurance carrier offering a ROP Rider for Business Expense Insurance. Plus, business owners may be eligible to receive a 5% discount on DI and BE premiums when both policies are applied for together and issued.
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American National
- Helpful portfolio illustration on objectives and requirements (see below).
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~ Resources for Tax Season ~ |
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Equitable
Help Your Clients Take Control of their Taxes
Discover how diversifying clients’ assets in different financial accounts can help manage taxes in the future.
Your guide to 2021 and 2022 tax rates
Leverage this guide of 2021 and 2022 tax facts at a glance. Tax Facts
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Prudential
Take the Tax Challenge:
What You Have vs. What You Keep
How does your client's retirement portfolio stack up to the tax challenge? Will more than their fair share of hard-earned savings go to taxes?
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Sagicor
Reasons to Diversify Now for a Tax-Efficient Retirement
Show your clients how they can create tax-efficient retirement income with life insurance.
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John Hancock
Updated Guides to Reflect 2022 Inflation-Adjusted Numbers
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Nationwide
Free Will Planning for All!
Having a will can save clients’ loved ones’ time, stress and money later on. Nationwide – in partnership with FreeWill – offers a simple online will planning tool. In as little as 20 minutes, clients can create a customized will that’s 100% free and 100% legal, with no lawyer required.
They don’t even need to be Nationwide policy owners to access this benefit, which means clients can share this service with their family and friends.
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OneAmerica
Compare Long-term Care Costs from State to State
Click image to view interactive map
The need for long-term care doesn't just affect your clients, it affects their entire family. Select a state and click on the details to display estimated costs for that state. Adjust the region and the length of the types of care to view variations. Select up to two states to compare costs. Note: Unfortunately, they do not show costs for Puerto Rico.
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CASH FOR ANNUITY SALES
Earn up to a $2,000 CASH BONUS for annuity sales!*
January 1 – March 31, 2022
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Our Current Annuity Rates |
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Avoid Rejected Apps: Confirm Training Requirements BEFORE You Take an App!
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The last thing you want is to have an application rejected because you haven’t completed the proper training. Before taking/dating an application, make sure you have satisfied ALL the appropriate training:
1) Anti-money laundering (AML)
2) State regulatory and product training, particularly in New York
3) Carrier-specific product training
Not sure what training is needed?
That’s why we’re here! Contact our Contracting/Compliance department: licensing@gpagency.com or (800) 283-8376 (Christine Barbour).
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Through our website, we offer access to products that utilize an easy-to-use, 100% online platform. We also have consumer-friendly quoting tools -- you promote, prospect does the work, you get the commission.
Less time wasted means more policies sold and, when you add in our competitive pay, it's a compounded win for you and your agency's growth.
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Get Paid Faster...
ADVANCE COMP!
Still Available!!
GPAgency's Advance Compensation program is for NEW Term and UL policies sold through Protective AND Legal & General.
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