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OneAmerica/State Life new product & linked-benefit market outside CA
10/22/2024
Claude Thau
Competition in the Linked-Benefit marketplace is intense. State Life (OneAmerica) is still the go-to insurer for an endless benefit period, for favorable underwriting, and for using an annuity to pay
Webinar: Guaranteed Issue for Mid to Large Sized Companies
6/1/2022
Reid Tattersall
Click the link to watch the recorded webinar: https://attendee.gotowebinar.com/recording/3376470889336887554 SCRIPT FOR THE PRODUCER: Mr/Mrs CFO/CEO/Executive, I may have a way to get you up to $5mm
Advanced Markets Top 10 Strategies
4/26/2023
Reid Tattersall
Infinite Banking IRA Max: IRA Max One Page, IRA Max Intake Form, IRA Case Study Guaranteed Return of Premium VUL with No Lapse Guarantee Whole Life: Whole Life Premium Deposit Account, 10 Pay 20K, 10
Nationwide's Great Care Matters II Product Now Available in CA
5/10/2023
Claude Thau
Nationwide’s CareMatters II has been the leading linked-benefit product in the USA for a couple of years. It is now available in CA! Key features: You can draw benefits without incurring commercia
White Glove Sales Team
12/17/2021
White Glove
White Glove Enrollment and Marketing Services We understand how busy you are with all the demands of being an insurance producer. Let us do all the heavy lifting for you! At NO INSTALLATION COST,
Living Benefits 101 with North American
10/3/2025
Adam LeVine ChFC
What if your life insurance could protect you while you’re still alive? Living Benefits Life Insurance isn’t just about what happens after you’re gone — it’s about helping clients live better now. Wi
Whole Life Basics - Video
9/19/2025
Adam LeVine ChFC
Whole Life Insurance isn’t just a product from the pass it’s a foundation that has stood the test of time. For over a century, it’s been one of the most reliable and well-known forms of life insur
Annualization Requirements
12/10/2020
Reid Tattersall
Annualization (aka annualized commissions) is where the agent receives commission for unearned premium. For example, let’s say an agent sells a policy with a $100/month premium and has an 80% commissi
Protective New York Classic Choice Term Lengths 10 - 40 Added to Quote & Apply
3/4/2023
Reid Tattersall
Protective New York's Classic Choice 10, 15, 20, 25, 30, 35, and 40 year term products have been added to Quote & Apply.
SBLI's 15 Pay, 10 Pay, and Single Pay Participating Whole Life Added to Quote & Apply
8/22/2023
Reid Tattersall
New Whole Life Pay Durations
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