Preparing clients for the underwriting process

Businessman jumping hurdle

Preparing clients for the underwriting process will help you avoid the “it’s not done yet” speech. Underwriting has always been a hurdle to jump over when applying for life insurance. With new regulations imposed on insurance companies, home office underwriters take a conservative approach in properly evaluating your client’s medical history.  This not only creates delays but… Read More

Related terms: Life, Underwriting

3 reasons to be excited about Athene’s Top Producers Trip


Athene has announced a special trip extension for the highest annuity premium producers in the Athene Top Producers trip to Ireland in 2015! Qualifying producers will experience a spectacular trip to The Shelbourne in Dublin, Ireland, May 16-22, 2015. Trip Extension for Top 10 Producers In addition, the company will award top 10 premium producers from all Athene… Read More

North American Company announces changes effective August 26


North American Company for Life and Health Insurance announces changes to interest rates, lifetime payment percentages, and premium bonus percentages, effective Tuesday, August 26, 2014. Changes include: Interest rate increase on most of North American’s fixed index annuities. A 4-year MYGA special that includes a 3-percent first-year rate on North American Choice and North American… Read More

New Athene Benefit 10 launching in September


The new Athene Benefit 10 will be based on Athene Annuity DE’s flagship product and will also have new design features you’ll want to learn more about! At launch, it will be available in 32 states only to producers contracted with Athene IA. Athene will no longer sell the current Athene Benefit 10 in states where the… Read More

FGL launching “Safe Income Plus” on August 22


Register now for a new webinar training series dedicated to our newest fixed deferred indexed annuity, Safe Income Plus! Launching this Friday, August 22, this new fixed index annuity offers one of the highest income streams in the industry. Choose one of four sessions to hear about this new product: Thursday, Aug. 21: 10 a.m. CDT | Friday, Aug…. Read More

What is a blog and why producers should be blogging


Sharing interesting and relevant information with clients and prospects can pique their interest in your services. You may have read or heard “experts” explain the importance of blogging as part of your online marketing plan. You may be wondering, “what is a blog, and what will it do for me anyway?” It must be a… Read More

Allianz Preferred business can net you lead-generation incentives


Earn no-cost lead-generation services for every $2 million of Allianz PreferredSM business paid through CreativeOne. Being an Allianz PreferredSM  producer contracted through Allianz Life Insurance Company of North America has its privileges. Exclusive, industry-leading products. Tiered Bonuses. Deferred Compensation. Priority Service. CreativeOne has made it even better. For every $2 million in paid Allianz PreferredSM  business submitted… Read More

Social Security’s Financial Outlook

Social Security Card and Coins

The Center for Retirement Research at Boston College has released a new brief titled, “Social Security’s Financial Outlook: The 2014 Update in Perspective,” by Alicia H. Munnell, director of the center. The brief’s key findings are: The 2014 Trustees Report shows little change from last year: Social Security’s 75-year deficit rose modestly to 2.88 percent of… Read More

American Equity fixed index annuities offer new enhancements

american equity for ce

American Equity has announced changes to most of its Fixed Index Annuities, including the Bonus Gold, ranked by Barron’s* as one of the top 50 annuities in 2014. The changes include:  Lifetime Income Benefit Rider (LIBR) Enhancement New Index Crediting Method Call your CreativeOne Sales Team at 800.992.2642 for more information on changes to American Equity’s fixed index annuities.

“I Gotta Guy” with Atrial Fibrillation (AFib)


Increasing cases of Atrial Fibrillation, also known as AFib, are being diagnosed every year. Therefore, you will likely see more clients with a history of AFib. We as field underwriters should be prepared to recognize AFib, symptoms, and types of treatment. AFib is an irregular and often rapid heart rate that commonly causes poor blood… Read More