Koresko Financial / IN$MAX are proud to be a Sponsor of the 2011 Clinic for Advanced Professionals on August 16-17 in Philadelphia, PA. This in-depth educational meeting for top financial professionals is being offered by the Society of Financial Service Professionals. Koresko Financial / IN$MAX hopes to partner with attendees for their insurance brokerage needs.
SALES
Small Business Prospecting Toolkit
Everything your agents need to hold a Small Business seminar and attract prospective clients.
Show clients how they can buy universal life insurance and not pay premiums their whole life
Should I Guarantee My Life Insurance Policy to Age 121? (article)
Gifting: Why Gifting Matters to You * Gifting Opportunities
UPCOMING TELECONFERENCES, WEBINARS & MEETINGS
Aviva: Past Webinars
If you were unable to attend any of AVIVA's webinars, they have been recorded and made available for you on "Aviva Live" so you can check them out at a time that's more convenient. Just log in to access the webcasts and go to Marketing - Training - Webcast Archives.
MetLife: Advanced Sales Webinar - Women and Investing
August 18th at 2pm ET (1pm CT, 12pm MT, 11am PT)
Click here to join. Dial-in #: 800-230-1093 Meeting #: 635 048 429 No password required.
LIFE INSURANCE
American General:
Universal Life products
From Secure Lifetime GUL to Elite Global Plus, discover how American General's lineup of universal life policies covers the spectrum of options clients desire.
American National: Accelerated Benefit Riders (microsite)
Clients can access policy death benefit while still living.
AVIVA: Using Indexed UL to build future cash value
ING: Start Selling IUL Global Plus - S.O.L.A.R. Insurance Arrangements for Multiple Life Cases
S.O.L.A.R. Insurance Arrangements (microsite) provide a flexible solution to retaining key employees. Different arrangements can be offered to owners, executives and employees, with the convenience of single billing.
North American: Custom GrowthCV & Custom TermGUL
Two Universal Life products that help your clients gain death benefit protection and a way to build potential cash value.
Legal & General (Banner & William Penn):
Term Riders now available on OPTerm 15, 20 & 30 in CT & NV (microsite)
The Term Rider is an additional insurance rider that provides temporary life insurance coverage for a specified number of years after which coverage provided by this rider will cease.
MetLife:
Term Conversions
September is Life Insurance Awareness Month
United of Omaha: Life Quick Resource Guide!
This is an exceptional two-page resource that includes tools for: company and product overviews, product presentations, underwriting support and consumer needs prospecting tools.
AGENT INCENTIVES
American General: 5 Point Play (ends December 31, 2011)
Click here for a fillable version you can send to your agents.
American National:
Cash Bonus on Underwriting Express applications - EXTENDED TO SEPTEMBER 1ST!
Earn a $50 cash bonus on per paid application and double conference credit for Punta Mita, Mexico in 2012.
2012 Marketing Conference in Punta Mita, Mexico (January 1 - December 31, 2011)
NEW! Legal & General (Banner & William Penn): Win an iPad 2! (August 1 - October 31, 2011)
Brokers with ten thousand dollars of paid UL annualized production credit and three paid cases, term or UL, will win an Apple iPad 2. The applications must be submitted between August 1st and October 31st then paid by December 15th. Click here for the promotional microsite.
United of Omaha: Mutual Sales Leaders 2012 (January 1 - December 31, 2011)
Your agents business in 2011 can earn them a trip to Laguna Beach in April of 2012!