E-Newsletter - March, 2015
What's new?

Do you work with business owners?  If not, would you like to?  We can help.  AdvisorNet has partnered with Principal Financial Group to provide products and platforms designed specifically for the business market.  As part of the Business Owners & Executive Solutions (BOES) platform, you will have access to top notch service and expertise, competitive products and complimentary plan administration. 

 

You will be able to provide your clients a value added service with a complimentary business valuation.   Click here for a sample report.  

 

Don't forget, Principal rolled out the Accelerated Underwriting program.  For those healthy clients that qualify, you may be able to offer up to $1,000,000 of coverage with NO EXAM or Labs!  Click here for more details.

 

Give us a call for more information at 877-285-5799.

 
Important Updates

Nationwide is repricing the YourLife No-Lapse UL in April. Applications must be received by Nationwide by April 10th.  If you have any potential cases, please get applications in ASAP.  Click here for details.  

 

 It's tax time!  Use this 1040 Overlay and Tax Guide to help identify planning opportunities with your clients. 

 

 Are you waiting for interest rates to rise?  How much will it cost to wait?  See this fixed annuity example.  

 

Want to defer RMDs?  Lincoln's Deferred Income Annuity can now be used as a QLAC (Qualified Longevity Annuity).  Click here for more info.


 MetLife released the "Enhanced Rate Plus" underwriting program that moves eligible clients from standard to best possible rating class, without an exam or labs, up to $1mm of death benefit.  This program is available only on the Promise Whole Life Select 10 policy, a very competitive participating whole life product.  Click here for more information.


 

 Join AdvisorNet and Lincoln for a live Webex discussion on RMD Strategies using, but not limited to, QLAC's.  Thursday, March 26th at 2:00 CST. 

Add to your calendar.  


 

 

 
 
You no longer have to be the book of knowledge, but rather, the librarian.

  
Important Dates & Upcoming Events
10 Minute Debrief
Webinars

Click here for schedule, links to register & past webinars.

 
Tools

Interested in putting on a client workshop? 

 

We can assist. 

 

Contact Suzy, Joe or Aaron for more information!
 
  

AdvisorNet Insurance | 612-347-8600 | 877-285-5799

http://www.advisornetinsurance.com

701 4th Avenue South, Suite 1500

Minneapolis, MN 55415

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