AXA’s Bruce Guillemette interviews three members from the AXA Advanced Markets team on trends seen in 2017 and what to expect in 2018. They are all experts in Business, Estate and Executive Benefits planning and consult with financial professionals and distribution partners on the use of life insurance in these areas. Podcast. Other resources.
New Year, New Millennial Sales Strategies
It’s all digital and mostly social. Need content that works with a Millennial prospect? Get social and attract Millennial prospects by going where they are – online. With the prospecting tools on Generation Matters, you can deploy effective social media strategies with the click of a mouse. Plus, our client meeting prep tool called Generation Station provides a fast track to tailored sales strategies for Millennial’s specific life stage needs, income and more.
January 2018 Edition of John Hancock Central Intelligence
Click here to view the latest edition of John Hancock’s Central Intelligence for updates on the latest court cases that impact life insurance, a case study of a Trust Remainder purchase, and more.
LTCi Tax Advantages Flyer Updates
It’s a new year and it’s time to start thinking about taxes. Let your clients know buying a tax-qualified long-term care insurance policy may offer tax advantages. Also, if you have clients who are small business owners, there may be significant tax savings if they use business dollars to purchase long-term care insurance. For more information on the tax advantages of LTCi policies for business owners, click here. And for more info on how the tax advantages for consumers, click here.
Underwriting Insight: Pathology Reports
Pathology reports are often a key part of insurance applicant medical records and the underwriting offers these customers receive. Learn more about the basic components of pathology reports, and how they affect your customers, in the latest Underwriting Dialogue from Legal & General America.
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