TREE OAKTREE TREE. Visit us. Call us. build your own success story... Quotes. Forms. Supplies. Contracting.

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "TREE OAKTREE TREE. Visit us. Call us. build your own success story... www.oaktreeus.com. Quotes. Forms. Supplies. Contracting."

Transcription

1

2 Visit us Quotes Forms Supplies Contracting Products Call us Contact your exclusive relationship manager! Life Press 1 Annuities Press 2 Licensing Press 3 Agent Services Press 4 Your Team for Success! TREE 4227 Lafayette Center Drive, Suite A Chantilly, VA p f Life & Annuity Brokerage TREE OAKTREE Life & Annuity Brokerage TREE build your own success story...

3 Looking for a trusted advisor with the experience and relationships to help you grow your business? Tired of brokerages that offer everything but don t deliver? Talk to us at OAKTREE. Our formula for success provides agents with the service and relationships they need to excel. Why We re Different OAKTREE focuses on building strong relationships with a core group of carriers that are market leaders. We know that is the best way to serve agents. Here s why we re different: High volume to our carriers equals more attention for our agents. Large experienced staff gives you personal one on one service. This unique formula has propelled our growth for over 14 years let us help you build your own success story! We offer a strategic portfolio that allows you to grow your business and serve your clients needs: BACK TREE Life Annuities By focusing our efforts on a few quality carriers we are able to provide agents with a unique blend of products, service and home office underwriting. It is no surprise that when OAKTREE is the largest production source for an insurance company, our agents get special treatment. OAKTREE proudly offers the most innovative products available from over 15 insurance companies, plus the second-to-none service and support agents deserve. We offer the best compensation available along with great agent incentives. Our life portfolio consists of: Term, Whole Life, Universal Life and Indexed Life Mortgage/Family Market Non-Med Term, Return of Premium Term, Disability Income Riders, Accidental Life Senior/Final Expense Market Term plans to age 85 Simplified Issue Term, Simplified Issue Whole Life, Graded Benefit Whole Life, Guaranteed Issue Whole Life Estate Planning Survivorship Life, Second-To-Die Term, High Face Amount Term, Advanced Sales Support Upper Income/High Coverage Lowest priced term on the market, specialized concierge underwriting for large cases, Participating Whole Life 412i Business Annuity products offered include: Traditional Flex Bonus Equity Indexed We know our industry experience, superior product line and agent support system will be valuable assets in helping you grow your business. Disability Stand Alone Disability 30, 60, 90, 180 day eliminations 2 year, 5 year, age 65 benefits $100 monthly to $10,000 monthly Impaired Risk DI Disability Income Life Riders Critical Illness Grow your business with critical care and accidental products from industry leaders: Provides immediate tax-free payments to your client upon critical medical event Both simplified-issue and fully underwritten products Opens you to new markets and those not interested in life insurance.

4 Life & Annuity Brokerage 505 Car ter Street, Bristol, VA w w w.oaktreeus.com John A. Batt A nnuit y Marketing D irec tor p (888) (276) f (703) BACK OFFICE

5

6 Carrier Number Website Address cessing Center (AIG) ext. 1 e Investors st Coast Life Not Available rth American ext , ianapolis Life surity Life ext nworth Life ext elity Life & Annuity Brokerage OAKTREE Place your thumb tack here Quick Call Guide Carrier Number Website Address Processing Center (AIG) ext. 1 Life Investors West Coast Life Not Available North American ext , Indianapolis Life Assurity Life ext Genworth Life ext Fidelity https://agents.fidelitylifeassociation.com

7 Quick Mail Guide Mailing Address Processing Center (AIG) igroup Processing Center, 4227 Lafayette Center Drive, Suite A, Chantilly, VA Life Investors 4333 Edgewood Road NE, Cedar Rapids, IA 52499, Attn: Policy Issue/Underwriting West Coast Life PO Box , San Francisco, CA , attn: Policy Issue/Underwriting North American 525 W. Buren, Chicago, IL 6067, Attention: Policy Issue/ Underwriting Indianapolis Life 611 5th Street Avenue, Des Moines, IA Assurity Life 1526 K Street, Lincoln, NE , Attn: Policy Issue/Underwriting Genworth Life 3100 Albert Lankford Drive, Lynchburg, VA 24501, Attn: Life New Business Fidelity PO Box 9269, Oak Brook, IL Quick Fax Guide New Business Underwriting Applications Processing Center (AIG) Life Investors West Coast Life MAIL ONLY Not Available North American MUST BE IN PDF FORM Indianapolis Life Assurity Life Genworth Life MAIL ORIGINALS Call for Details Fidelity Contact us Today! Life Press 1 Annuity Press 2 Licensing Press 3 Agent Services Press 4

8 Life & Annuity Brokerage TREE OAKTREE

9 what we do... Life Annuities Disability Critical Illness why we re different... High volume to our carriers equals more attention for our agents. Large experienced staff gives you personal one on one service.

10 OAKTREE

11 Life & Annuity Brokerage OAKTREE 4227 Lafayette Center Drive, Suite A, Chantilly, VA OFFICE p (800) f (703)

Approved Annuity and Insurance Carriers

Approved Annuity and Insurance Carriers Approved Annuity and Insurance Carriers Revised February, 2010 - Internal Use Only *Top Companies * Underwriting * Products * Compensation Universal Life Whole Life Survivor Annual Renewable Term (ART

More information

Approved Annuity and Insurance Carriers

Approved Annuity and Insurance Carriers Approved Annuity and Insurance Carriers Top Companies. Underwriting. Products. Compensation Universal Life Whole Life Survivor Annual Renewable Term (ART) Level Term 5-10-15-20-25-30 ROP Term Fixed Annuities

More information

OAKTREE. Call us Today! 800-842-9124

OAKTREE. Call us Today! 800-842-9124 Life & Annuity Brokerage OAKTREE Monthly Review September 2009 Call us Today! In This Issue... Win the RATE RACE today with West Coast Life s Sure Advantage! See Page 6. Is your client a SMOKER? Check

More information

2015/16 Carriers At-A-Glance Insurance Marketing Since 1972 for Life, DI, CI, Annuity, LTC, Life Settlements & Accident

2015/16 Carriers At-A-Glance Insurance Marketing Since 1972 for Life, DI, CI, Annuity, LTC, Life Settlements & Accident 2015/16 Carriers At-A-Glance Insurance Marketing Since 1972 for Life, DI, CI, Annuity, LTC, Life Settlements & Accident Term Coverage Carrier Product E-App Drop Ticket Lightning Issue Term Select a Term

More information

Life Insurance Product Recommendation Guide

Life Insurance Product Recommendation Guide Life Insurance Product Recommendation Guide A Guideline For Agents To Assist In Finding The Right Life Insurance Fit For Their Clients and Prospects This short guide offers recommendations on the preferred

More information

Approved Annuity and Insurance Carriers

Approved Annuity and Insurance Carriers Corporation Approved Annuity and Insurance Carriers Top Companies. Underwriting. Products. Compensation Universal Life Whole Life Survivor Annual Renewable Term (ART) Level Term 5-10-15-20-25-30 ROP Term

More information

North American LifeVue SM

North American LifeVue SM North American LifeVue SM Whole Life Insurance Financial protection for your loved ones simplified. Client Brochure Financial protection for your loved ones simplified. Planning for the future is more

More information

How to Guide 1035 Exchanges of Non-qualified (NQ) Annuities Into Long Term Care Insurance

How to Guide 1035 Exchanges of Non-qualified (NQ) Annuities Into Long Term Care Insurance How to Guide 1035 Exchanges of Non-qualified (NQ) Annuities Into Long Term Care Insurance New Opportunities for Funding Long Term Care Insurance (LTCI) There are new opportunities resulting from the Pension

More information

Approved Annuity and Insurance Carriers

Approved Annuity and Insurance Carriers Corporation Approved Annuity and Insurance Carriers Top Companies. Underwriting. Products. Compensation Universal Life Whole Life Survivor Annual Renewable Term (ART) Level Term 5-10-15-20-25-30 ROP Term

More information

Approved Annuity and Insurance Carriers

Approved Annuity and Insurance Carriers Corporation Approved Annuity and Insurance Carriers Top Companies. Underwriting. Products. Compensation Universal Life Whole Life Survivor Annual Renewable Term (ART) Level Term 5-10-15-20-25-30 ROP Term

More information

For Agent/Broker use only not intended for use in solicitation of sales to the public. Products and programs offered through BISYS are not approved

For Agent/Broker use only not intended for use in solicitation of sales to the public. Products and programs offered through BISYS are not approved A Profitable Partnership with BISYS December, 2001 The partnership of BISYS and The Planners Network (TPN) provides shareholders and representatives with: The broadest and most competitive array of insurance

More information

Your Framework for Financial Planning that includes Life Insurance and Fixed Annuities...

Your Framework for Financial Planning that includes Life Insurance and Fixed Annuities... Your Framework for Financial Planning that includes Life Insurance and Fixed Annuities... Clients look to their Advisor to provide a financial blueprint that will create a lifetime of financial security.

More information

Mutual of Omaha Insurance Company United of Omaha Life Insurance Company Companion Life Insurance Company Product Portfolio

Mutual of Omaha Insurance Company United of Omaha Life Insurance Company Companion Life Insurance Company Product Portfolio Mutual of Omaha Insurance Company United of Omaha Life Insurance Company Companion Life Insurance Company Portfolio Life Insurance brokerage As of July 2014 For producer use only. Not for use with the

More information

Product Portfolio. Product Portfolio PRODUCER USE ONLY. NOT FOR PUBLIC DISTRIBUTION. CRB 105 0615

Product Portfolio. Product Portfolio PRODUCER USE ONLY. NOT FOR PUBLIC DISTRIBUTION. CRB 105 0615 Product Portfolio Product Portfolio PRODUCER USE ONLY. NOT FOR PUBLIC DISTRIBUTION. CRB 105 0615 TYPE UNIVERSAL LIFE Product Name TransACE CV Accumulation UL TransNavigator SM Description No-lapse guaranteed

More information

Volume LIFE DIVISION AGENT GUIDE

Volume LIFE DIVISION AGENT GUIDE Volume 1 LIFE DIVISION AGENT GUIDE Top 10 reasons to do business with Levinson & Associates 1. Free agent websites with lead capture 2. Highly discounted E&O program for our agents only 3. Highly discounted

More information

Variable Annuity Compensation by Share Class

Variable Annuity Compensation by Share Class Variable Annuity Compensation by Share Class UBS's compensation for selling variable annuities varies depending upon the following factors: 1. The issuing insurance company 2. The age of the investor 3.

More information

welcome. In This Document: Successful Resources. Smart Advice. About Advisors Resource. Customized Product Plans. Innovation with Superior Service.

welcome. In This Document: Successful Resources. Smart Advice. About Advisors Resource. Customized Product Plans. Innovation with Superior Service. welcome. At Advisors Resource, we are very excited about forming this partnership with you.the following pages provide a general overview of how we can help your business succeed. Please don t hestitate

More information

SALES AND SALES SUPPORT

SALES AND SALES SUPPORT Welcome to Crump Life Insurance Services! Offering you a world of insurance solutions and world-class service Advisor Group welcomes you to a new life insurance brokerage relationship with Crump Life Insurance

More information

Using Life Insurance For Legacy Building

Using Life Insurance For Legacy Building Using Life Insurance For Legacy Building Help Your Clients Gain Financial Protection & Pass Along a Legacy Marketing Guide Financial Protection with the Ability to Pass On a Legacy Many of your clients

More information

Producer Guide. External Term Conversion Program LIFE INSURANCE UPDATED DECEMBER 2012

Producer Guide. External Term Conversion Program LIFE INSURANCE UPDATED DECEMBER 2012 External Term Conversion Program LIFE INSURANCE Producer Guide UPDATED DECEMBER 2012 External Term Conversion Overview Through the External Term Conversion program, MetLife 1 will allow a conversion from

More information

Your future starts here...

Your future starts here... www.farhc.com Farm & Ranch Healthcare, Inc., representatives are presented with unlimited opportunities to earn advancement not only through high income and incentive awards, but also through growth in

More information

Welcome. BBA Life Brokerage is an Insurance Services firm that helps you meet your clients needs and grow your revenue.

Welcome. BBA Life Brokerage is an Insurance Services firm that helps you meet your clients needs and grow your revenue. Welcome BBA Life Brokerage is an Insurance Services firm that helps you meet your clients needs and grow your revenue. Helping Advisors Develop Markets and Reduce Expenses Are you struggling to keep your

More information

YOUR CREDIT UNION PARTNER

YOUR CREDIT UNION PARTNER YOUR CREDIT UNION PARTNER Our focus on you is in everything we do Providing value, solving business challenges and delivering products and services to meet your needs: it s what we do. At CUMIS, we are

More information

WRL TermPlus SM. Term Life Insurance offered by: Western Reserve Life Assurance Co. of Ohio

WRL TermPlus SM. Term Life Insurance offered by: Western Reserve Life Assurance Co. of Ohio WRL TermPlus SM WRL TermPlus SM Term Life Insurance offered by: Western Reserve Life Assurance Co. of Ohio Policy Form # TL050107 MS410009-05/09 The WRL TermPlus Term protection designed for you Meeting

More information

Orange County Brokerage Insurance Services, Inc.

Orange County Brokerage Insurance Services, Inc. Orange County Brokerage Insurance Services, Inc. Serving the needs of independent insurance agents, financial planners, and stockbrokers since 1976. Services Companies Personnel Products Administrative

More information

Power Portfolio a variable annuity issued by Genworth Life Insurance Company

Power Portfolio a variable annuity issued by Genworth Life Insurance Company as of November 30, 2012 Power Portfolio 16979 12/01/12 Exp. 01/15/13 '2012 Genworth Financial, Inc. All rights reserved. Page 1 of 9 IMPORTANT INFORMATION The following information is designed to help

More information

Assurity Life s Critical Illness Insurance, NonMed Term 350, and Simplified Whole Life Insurance Products. USBI# 948566 062414 A219-1013 (Rev.

Assurity Life s Critical Illness Insurance, NonMed Term 350, and Simplified Whole Life Insurance Products. USBI# 948566 062414 A219-1013 (Rev. Assurity Life s Critical Illness Insurance, NonMed Term 350, and Simplified Whole Life Insurance Products USBI# 948566 062414 A219-1013 (Rev. 12/13) Critical Illness Why Critical Illness Insurance What

More information

Put the strength of RBC Insurance to work for you. For advisor use only

Put the strength of RBC Insurance to work for you. For advisor use only For advisor use only Put the strength of RBC Insurance to work for you > Unparalleled sales support > Industry-leading sales tools > Extensive product portfolio > Respected and trusted brand At RBC Insurance,

More information

Guaranteed solutions. Life and disability income insurance offering security, stability and flexibility.

Guaranteed solutions. Life and disability income insurance offering security, stability and flexibility. Guaranteed solutions Life and disability income insurance offering security, stability and flexibility. 291333 D C (12/10) (9/12) Clients financial priorities change at every life stage. What meets their

More information

DISABILITY INSURANCE. MetLife Income Guard California SM. Flexible Income Protection that Works for You.

DISABILITY INSURANCE. MetLife Income Guard California SM. Flexible Income Protection that Works for You. DISABILITY INSURANCE MetLife Income Guard California SM Flexible Income Protection that Works for You. Protecting your income is a smart idea. While you may already have life insurance, disability insurance

More information

The value of your Foresters membership. Whole Life Insurance. Helping your family prepare for final expenses. Foresters PlanRight

The value of your Foresters membership. Whole Life Insurance. Helping your family prepare for final expenses. Foresters PlanRight Whole Life Insurance Compliments of: The value of your Foresters membership None of us like to think about our own mortality. But, on a purely practical front, we need to think about the costs associated

More information

Mutual of Omaha. Mark Lyons JD CLU ChFC CEBS MSFS Life Brokerage Sales Director

Mutual of Omaha. Mark Lyons JD CLU ChFC CEBS MSFS Life Brokerage Sales Director Mutual of Omaha Mark Lyons JD CLU ChFC CEBS MSFS Life Brokerage Sales Director Product Philosophy We re a full service, multi-line organization. Mutual of Omaha Insurance Company (founded in 1909) Underwrites

More information

Guarantees You Can Count On

Guarantees You Can Count On Life Insurance Guarantees You Can Count On New York Life Custom Universal Life Guarantee & New York Life Custom Survivorship Universal Life Guarantee The Company You Keep Life insurance coverage guaranteed

More information

Asset-Care. Products and financial services provided by The State Life Insurance Company a OneAmerica company

Asset-Care. Products and financial services provided by The State Life Insurance Company a OneAmerica company Asset-Care Guaranteed single premium coverage for long-term care using the foundation of life insurance Products and financial services provided by The State Life Insurance Company a OneAmerica company

More information

United of Omaha Life Insurance Company Companion Life Insurance Company Product Portfolio

United of Omaha Life Insurance Company Companion Life Insurance Company Product Portfolio United of Omaha Life Insurance Company Companion Life Insurance Company Mutual of Omaha Affiliates Portfolio Life Insurance brokerage For producer use only. Not for use with the general public. All products,

More information

Assurity Life s Critical Illness Insurance. USBI# 1013219 102013 A219-1013 (Rev. 12/13)

Assurity Life s Critical Illness Insurance. USBI# 1013219 102013 A219-1013 (Rev. 12/13) Assurity Life s Critical Illness Insurance USBI# 1013219 102013 A219-1013 (Rev. 12/13) Critical Illness Why Critical Illness Insurance What is Critical Illness Insurance Expense of a Heart Attack Portfolio

More information

Standard or Better TOP. Available Maximum Face Amount per Lifetime

Standard or Better TOP. Available Maximum Face Amount per Lifetime S E R I E S Top & Top Plus program details Two Programs with Accelerated Underwriting Transamerica Life Insurance Company offers two accelerated underwriting programs that enable qualifying applicants

More information

Medico Insurance Company Medico Corp Life Insurance Company

Medico Insurance Company Medico Corp Life Insurance Company Information packet Medico Insurance Company Medico Corp Life Insurance Company PROTECTING YOUR FUTURE TODAY SM www.gomedico.com 24 118 0036 0914 US Your Companies of Choice Why Medico? Medico Insurance

More information

Insurance. Survivorship Life. Insurance. The Company You Keep

Insurance. Survivorship Life. Insurance. The Company You Keep Insurance Survivorship Life Insurance The Company You Keep Permanent Life Insurance Protection for Two People You ve built a legacy, but who will be the recipients your heirs or the IRS? 1 Now is the time

More information

Insurance. New York Life Custom Whole Life. Whole Life That Offers More Than Just Protection. The Company You Keep

Insurance. New York Life Custom Whole Life. Whole Life That Offers More Than Just Protection. The Company You Keep Insurance New York Life Custom Whole Life Whole Life That Offers More Than Just Protection The Company You Keep Introducing the First Whole Life Product that Lets You Set the Pace Whole Life insurance

More information

Product guide. Term Life Insurance. c o l o n y 1 0 / 1 5 / 2 0 / 3 0. Underwritten by. Lynchburg, VA. s u r e t e r m 1 0 / 1 5 / 2 0 / 3 0

Product guide. Term Life Insurance. c o l o n y 1 0 / 1 5 / 2 0 / 3 0. Underwritten by. Lynchburg, VA. s u r e t e r m 1 0 / 1 5 / 2 0 / 3 0 Product guide Term Life Insurance c o l o n y 1 0 / 1 5 / 2 0 / 3 0 Underwritten by Genworth Life and Annuity Insurance Company Lynchburg, VA For Producer/Agent information only. Not to be reproduced or

More information

Advantage Builder II ABOUT AVIVA. Consumer product guide

Advantage Builder II ABOUT AVIVA. Consumer product guide ABOUT AVIVA Aviva Life and Annuity Company is part of Aviva USA, one of the fastest-growing life insurers in the United States, with more than 1,115,000 customers and 32,850 agents and distributors. We

More information

Standard or Better TOP. Available Maximum Face Amount per Lifetime

Standard or Better TOP. Available Maximum Face Amount per Lifetime Top & Top Plus program details Two Programs with Accelerated Underwriting Transamerica Life Insurance Company offers two accelerated underwriting programs that enable qualifying applicants to receive up

More information

TOP and TOP Plus Programs 1

TOP and TOP Plus Programs 1 TOP and TOP Plus Programs If clients have been sold a term policy within the past 5 years and have been fully underwritten by an eligible carrier CLICK on the buttons below to view TOP and TOP Plus eligibility.

More information

Guarantee Standard Issue Program Overview

Guarantee Standard Issue Program Overview Guarantee Standard Issue Program Overview 2 Guarantee Standard Issue Table of contents What is the GSI program? Pg. 3 Program facts and advantages Pg. 5 Selecting coverage under the GSI program Pg. 6 Underwriting

More information

TOP and TOP Plus. Standard or Better

TOP and TOP Plus. Standard or Better TOP and TOP Plus Program Details PRODUCT TransTerm SM Two Programs with Accelerated Underwriting Transamerica Life Insurance Company now offers two accelerated underwriting programs that enable qualifying

More information

Term 10, 20 & 30-Year Level Premium Annual Renewal Term (ART) AT2006 (05-14)

Term 10, 20 & 30-Year Level Premium Annual Renewal Term (ART) AT2006 (05-14) AT2006 (05-14) Term 10, 20 & 30-Year Level Premium Annual Renewal Term (ART) Product specifications Ages issued, nearest birthday 10-Year 18-75 (18-70 Tobacco classes) 20-Year 18-65 (18-60 Tobacco classes)

More information

A Quarterly Newsletter for the Agents of. Medicare Supplement Final Expense $75,000 Fixed/Indexed Annuities $1,500,000* MYGA Annuities $3,000,000*

A Quarterly Newsletter for the Agents of. Medicare Supplement Final Expense $75,000 Fixed/Indexed Annuities $1,500,000* MYGA Annuities $3,000,000* A Quarterly Newsletter for the Agents of IN THIS ISSUE: American Equity BONUS GOLD Annuity Legacy LibertyMark Annuity Two HOT Index Annuities w/10% or 12% BONUS! The Annuity Solution to America s LTC Crisis

More information

Help your clients take a step toward a stronger financial future.

Help your clients take a step toward a stronger financial future. Nationwide YourLife Current Assumption UL Sales guide Help your clients take a step toward a stronger financial future. Reasonably priced permanent life insurance with the potential for growth. FOR INSURANCE

More information

Destiny. a guide for clients

Destiny. a guide for clients Destiny a guide for clients 1 For those who prefer choice over chance Destiny is universal life insurance that provides a broad spectrum of choices to protect your life, your investments, and your business.

More information

EXTERNAL EXCHANGE / CONVERSION PROGRAMS

EXTERNAL EXCHANGE / CONVERSION PROGRAMS Carrier Program Type of Program Exchange Products EXTERNAL EXCHANGE / CONVERSION PROGRAMS Issue Ages (on New Product) Minimum Face Maximum Face Original Policy Issue (Prior to Exchange) 01-2013 Original

More information

Asset-based LTC solutions

Asset-based LTC solutions State Life Care Solutions Asset-based LTC solutions Product overview and training guide Products and financial services provided by The State Life Insurance Company a OneAmerica company For company use

More information

Preferred or Similar Standard or Similar

Preferred or Similar Standard or Similar TOP & TOP PLUS program details Two Programs with Accelerated Underwriting Transamerica Life Insurance Company offers two accelerated underwriting programs that enable qualifying applicants to receive up

More information

Asset-based LTC solutions

Asset-based LTC solutions Asset-based LTC solutions Product overview and training guide Products and financial services provided by The State Life Insurance Company a OneAmerica company I-21012 (IPR) For company use only. Not for

More information

Questions) National)Life)Group) Fidelity)Life) Sagicor)

Questions) National)Life)Group) Fidelity)Life) Sagicor) Featured Carriers Questions) National)Life)Group) Fidelity)Life) Sagicor) Is)a)Medical) Exam)Required?) NoMedicalExamis required. NoMedicalExamisrequired. NoMedicalExamis required. How)long)will) the)application)

More information

TERMout 1. JUMPin Additional Insurance Program. Exceptional Underwriting Programs From National Life Group Available Through 12/31/2013

TERMout 1. JUMPin Additional Insurance Program. Exceptional Underwriting Programs From National Life Group Available Through 12/31/2013 Exceptional Underwriting Programs From National Life Group Available Through 12/31/2013 TERMout 1 Term Insurance Conversion Program Convert term from companies on our approved list with reduced underwriting

More information

Protection. Accumulation

Protection. Accumulation THE ALLSTATE PRODUCT BOOK Your Comprehensive Guide to Allstate Financial Products Protection Accumulation Income FOR BROKER/DEALER OR AGENT USE ONLY Not for public dissemination. May not be distributed,

More information

Term. 10, 20 & 30-year level premium Annual Renewal Term (ART) 17656 7/10

Term. 10, 20 & 30-year level premium Annual Renewal Term (ART) 17656 7/10 Term 10, 20 & 30-year level premium Annual Renewal Term (ART) 17656 7/10 At Aviva, we believe insurance doesn t have to cost an arm and a leg. And we realize that just like when it comes to clothing, a

More information

AMERICAN GENERAL. AM Best S&P Moody's Fitch Company Ratings A A+ A2 A+ Details may vary by state. Not all plans or riders are available in all states.

AMERICAN GENERAL. AM Best S&P Moody's Fitch Company Ratings A A+ A2 A+ Details may vary by state. Not all plans or riders are available in all states. AMERICAN GENERAL Company Ratings A A+ A2 A+ Select-A-Term 10 years: 20-80 15 years: 20-75 20 years: 20-70 25 years: 20-63 years: 20-55.0875,.265,.52 25, 10 = 55% 15 = 75% 20 = 80% 25 = 80% = 80% $100K

More information

Two lives. One legacy. Permanent protection for two people. Nationwide YourLife No-Lapse Guarantee Survivorship Universal Life II.

Two lives. One legacy. Permanent protection for two people. Nationwide YourLife No-Lapse Guarantee Survivorship Universal Life II. Nationwide YourLife No-Lapse Guarantee Survivorship Universal Life II Product overview Two lives. One legacy. Permanent protection for two people. NATIONWIDE LIFE AND ANNUITY INSURANCE COMPANY Be sure

More information

Long-Term Care Policies

Long-Term Care Policies Long-Term Care Policies This list is given to you for informational purposes only and does not constitute an endorsement by the State Corporation Commission of any policy or service or of any person or

More information

Term Life Insurance for Individuals. LifeEssentials Valuable Protection for You and Your Family

Term Life Insurance for Individuals. LifeEssentials Valuable Protection for You and Your Family Term Life Insurance for Individuals LifeEssentials Valuable Protection for You and Your Family Sound, Flexible Coverage from the Company You Know and Trust. Smart, customized plans you can count on. At

More information

epsmoore_uuaa-37756-disabilityplan University of Utah Alumni Association 37756/37792/01007/42709 Batch ID: Family ID: 0001183-0000001-0000111 *059101000* 0001184-0000002-0000111 0001185-0000003-0000111

More information

Lincoln universal and term life insurance portfolio at-a-glance

Lincoln universal and term life insurance portfolio at-a-glance FOR LIFE Universal and Term Life Insurance Lincoln universal and term life insurance portfolio at-a-glance Product Menu The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New

More information

Individual Disability Income Insurance: Overcoming Individual Disability Income Insurance Objections

Individual Disability Income Insurance: Overcoming Individual Disability Income Insurance Objections Individual Disability Income Insurance: Overcoming Individual Disability Income Insurance Objections Rick Cordaro, DIA, LUTCF Disability Income Regional Vice President This publication is intended to provide

More information

Making your financial success personal

Making your financial success personal Comprehensive, customized financial solutions for individuals and businesses Making your financial success personal Registered Representative of, and Securities and Investment Advisory services offered

More information

1 HBW FIXED ANNUITIES DIVISION Submitting Business. Table of Contents. I. Submitting Business & Approvals Mandatory Requirements - Page 2

1 HBW FIXED ANNUITIES DIVISION Submitting Business. Table of Contents. I. Submitting Business & Approvals Mandatory Requirements - Page 2 1 Table of Contents I. & Approvals Mandatory Requirements - Page 2 A. Mailing vs. Faxing Applications B. HBW Client Suitability Analysis Worksheet C. Registered Reps II. to Brokerage Annuity Carriers through

More information

Final Expense Life Insurance

Final Expense Life Insurance Dignified Choice - Classic Series Final Expense Life Insurance Columbian Mutual Life Insurance Company Home Office: Binghamton, NY Administrative Service Office: Norcross, GA Columbian Life Insurance Company

More information

Lincoln Special Exchange Program

Lincoln Special Exchange Program Lincoln Special Exchange Program External term to perm Make the switch to affordable guaranteed protection If your clients want more than what their term policies offer, now s a great time to step up to

More information

Life Insurance Review. helping to ensure your life insurance coverage meets today s goals

Life Insurance Review. helping to ensure your life insurance coverage meets today s goals Life Insurance Review helping to ensure your life insurance coverage meets today s goals Life. your way Strive to live your dream and plan for the if in life. Discover the flexibility of life insurance

More information

Asset-Care. Guaranteed single premium coverage for long-term care using the foundation of life insurance. State Life Care Solutions

Asset-Care. Guaranteed single premium coverage for long-term care using the foundation of life insurance. State Life Care Solutions State Life Care Solutions Asset-Care Guaranteed single premium coverage for long-term care using the foundation of life insurance Products and financial services provided by The State Life Insurance Company

More information

Simplified Issue Term

Simplified Issue Term American-Amicable Life Insurance Company of Texas IA American Life Insurance Company Occidental Life Insurance Company of North Carolina Pioneer American Insurance Company Pioneer Security Life Insurance

More information

The Disability Insurance Services. Broker Kit. DI Done Right

The Disability Insurance Services. Broker Kit. DI Done Right The Disability Insurance Services Broker Kit DI Done Right 1 The Winning DI Sales Game Plan Score More With a Champion DI Team Behind You Whether you re an independent broker or a large marketing organization

More information

Fixed Annuities and Life Insurance. 8.00% GMWB Roll-up / 6.00% Bonus

Fixed Annuities and Life Insurance. 8.00% GMWB Roll-up / 6.00% Bonus 1 of 5 12/5/2012 10:27 AM Fixed Annuities and Life Insurance www.fsdfinancial.com - www.spiaquote.com 800-373-9697 / For Agent Use Only! December 05, 2012 In This Issue Annuity & Life Wholesale Below is

More information

Single Premium Life Insurance Source List

Single Premium Life Insurance Source List Allianz Life 800-950-7372 www.allianzlife.com GenDex Momentum MA NY OR 0-80 $5,752 2% 100000 15 years. Actual charge varies by risk class at time of issue. 8 different indexing options available with fixed

More information

Code Section 79 Group Term Life Insurance Permanent Benefit Plan

Code Section 79 Group Term Life Insurance Permanent Benefit Plan Code Section 79 Group Term Life Insurance Permanent Benefit Plan PRESENTED BY: Douglas L. Dombey, President Southwest Financial Group, Inc. 2990 E. Northern Avenue, Suite D-103 Phoenix, Arizona 85028 A

More information

DISABILITY INSURANCE. MetLife Income Guard SM. Flexible Income Protection That Works for You.

DISABILITY INSURANCE. MetLife Income Guard SM. Flexible Income Protection That Works for You. DISABILITY INSURANCE MetLife Income Guard SM Flexible Income Protection That Works for You. Protecting your income is a smart idea. While you may already have life insurance, disability insurance can help

More information

Product Matrix For producer use only. Not for distribution to the public.

Product Matrix For producer use only. Not for distribution to the public. Life Products Product Matrix For producer use only. Not for distribution to the public. Transamerica Brokerage offers an array of innovative financial services and a commitment to helping individuals,

More information

Quality health plans & benefits Healthier living Financial well-being Intelligent solutions. ACI Final Expense (Whole Life)

Quality health plans & benefits Healthier living Financial well-being Intelligent solutions. ACI Final Expense (Whole Life) Quality health plans & benefits Healthier living Financial well-being Intelligent solutions ACI Final Expense (Whole Life) Why Aetna? 2 Why Aetna? American Continental Insurance Company (ACI) and Continental

More information

LINCOLN BENEFIT LIFE PRODUCT ALMANAC. There is strength in our numbers. For Broker/Dealer or Agent Use Only LBL1856-3

LINCOLN BENEFIT LIFE PRODUCT ALMANAC. There is strength in our numbers. For Broker/Dealer or Agent Use Only LBL1856-3 LINCOLN BENEFIT LIFE PRODUCT ALMANAC There is strength in our numbers. LBL1856-3 For Broker/Dealer or Agent Use Only The policies discussed herein contain limitations and other provisions that may not

More information

CENCO STREET JOURNAL. How to Build a Successful Annuity Business. Check Out The Cenco Website: www.cencoinsurance.com

CENCO STREET JOURNAL. How to Build a Successful Annuity Business. Check Out The Cenco Website: www.cencoinsurance.com A Special Publication for CENCO Related Agents CENCO STREET JOURNAL Check Out The Cenco Website: www.cencoinsurance.com You will have access to: Quotes Forms Introduc on Kits for Our Core Carriers Archived

More information

Lincoln life insurance portfolio at-a-glance

Lincoln life insurance portfolio at-a-glance FOR LIFE Lincoln life insurance portfolio at-a-glance Product Menu The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New York Not a deposit Not FDIC-insured May go down in value

More information

Training Guide. Quick App. Genworth Life Insurance Company, Lynchburg, VA

Training Guide. Quick App. <Name> <Date> Genworth Life Insurance Company, Lynchburg, VA Quick App Training Guide Genworth Life Insurance Company, Lynchburg, VA 2PP0991 1106 FOR PRODUCER/AGENT USE ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC. 2006 Genworth Financial, Inc.

More information

C o n f i d e n t i a l. Business Fact Finder. Client Name PLC.2873 (04.09)

C o n f i d e n t i a l. Business Fact Finder. Client Name PLC.2873 (04.09) C o n f i d e n t i a l Business Fact Finder Client Name PLC.2873 (04.09) Confidential Questionnaire G e n e r a l I n f o r m at i o n Business Name: Address: City: State: Zip: Phone: Fax: Cell: E-Mail:

More information

VOLUME ONE - 2015. Always providing you a choice of options...where the path becomes apparent.

VOLUME ONE - 2015. Always providing you a choice of options...where the path becomes apparent. fmipathfinder VOLUME ONE - 2015 Always providing you a choice of options...where the path becomes apparent. Term Life Return of Premium Fixed Universal Life Indexed Universal Life Second-to-Die Traditional

More information

Introduces TAKE A LOOK AT THIS VALUABLE RETURN OF PREMIUM POLICY. Transamerica Occidental Life Insurance Company

Introduces TAKE A LOOK AT THIS VALUABLE RETURN OF PREMIUM POLICY. Transamerica Occidental Life Insurance Company TAKE A LOOK AT THIS VALUABLE RETURN OF PREMIUM POLICY. Transamerica Occidental Life Insurance Company Introduces Return of Premium (ROP) Term Life Insurance. Transamerica Occidental Life Insurance Company

More information

VantagePoint SM. Genworth Life and Annuity Insurance Company Genworth Life Insurance Company. with Return of Premium. Underwritten by: Lynchburg, VA

VantagePoint SM. Genworth Life and Annuity Insurance Company Genworth Life Insurance Company. with Return of Premium. Underwritten by: Lynchburg, VA VantagePoint SM Term Life Insurance with Return of Premium Underwritten by: Genworth Life and Annuity Insurance Company Genworth Life Insurance Company Lynchburg, VA 44453 10/27/08 Why you need life insurance?

More information

INDIVIDUAL LIFE INSURANCE. A Consumer Resource. Stag Wall Street. Flexible-premium, single-life variable universal life insurance

INDIVIDUAL LIFE INSURANCE. A Consumer Resource. Stag Wall Street. Flexible-premium, single-life variable universal life insurance INDIVIDUAL LIFE INSURANCE A Consumer Resource Stag Wall Street Flexible-premium, single-life variable universal life insurance Why Stag Wall Street? Stag Wall Street Variable Universal Life insurance provides

More information

http://thebrokerageinc.com/

http://thebrokerageinc.com/ 2014 Spring Training Who is TBI Connecting with our webpage Consider the Possibilities Legacy Safeguard The Post Season Cross Advising Your ACA influences Quick hits and sales tips Lunch Agenda Sales ideas:

More information

Principal Term Life Insurance. Affordable protection to help drive sales. Sales guide

Principal Term Life Insurance. Affordable protection to help drive sales. Sales guide Principal Term Life Insurance Affordable protection to help drive sales Sales guide Term insurance offers many advantages Target market Term insurance is ideal for individuals who need: > To provide money

More information

Completing the Fact Finder

Completing the Fact Finder Completing the Fact Finder The Fact Finder form is an interactive Adobe PDF file that allows you to summarize your financial resources. You will find that the form is easy to use and permits you to save

More information

Disability Insurance. Financial Protection For Individuals And Business Owners. Standard Insurance Company Individual Disability Insurance

Disability Insurance. Financial Protection For Individuals And Business Owners. Standard Insurance Company Individual Disability Insurance Disability Insurance Financial Protection For Individuals And Business Owners Standard Insurance Company Individual Disability Insurance Income Protection When You Need It Most The home you live in, the

More information

Guaranteed Principal Solution SM. GUARANTEE YOUR PRINCIPAL and INCOME. Move confidently into the future 10002047-1114 REV 1114

Guaranteed Principal Solution SM. GUARANTEE YOUR PRINCIPAL and INCOME. Move confidently into the future 10002047-1114 REV 1114 Guaranteed Principal Solution SM GUARANTEE YOUR PRINCIPAL and INCOME Move confidently into the future 10002047-1114 REV 1114 Focused on helping people. It s important to know that you have a strong team

More information

HomeCertain. Point-of-Sale Flip Chart. It Can be Used to Pay Your Mortgage if You Die Refunds All Your Money if You Live

HomeCertain. Point-of-Sale Flip Chart. It Can be Used to Pay Your Mortgage if You Die Refunds All Your Money if You Live HomeCertain SM Point-of-Sale Flip Chart It Can be Used to Pay Your Mortgage if You Die Refunds All Your Money if You Live Insurance if You Need it Assurance if You Don t ADLF 2865 0499 F I D E L I T Y

More information

Shed the light on the importance of income protection

Shed the light on the importance of income protection May is Disability Insurance Awareness Month Shed the light on the importance of income protection Greg Mazzei, Disability Income Regional Vice President Tampa, Florida What you ll learn today Who is a

More information

A Commitment to Guarantees

A Commitment to Guarantees A Commitment to Guarantees TransACE ICC 12 OL 2770 0912 TransACE There are guarantees in life. With so much uncertainty these days, it s nice to know there are still important safeguards you can take to

More information

YOUR PRODUCT GUIDE. Making it easier to protect what matters most in life. Nationwide YourLife Guaranteed Level Term

YOUR PRODUCT GUIDE. Making it easier to protect what matters most in life. Nationwide YourLife Guaranteed Level Term YOUR PRODUCT GUIDE Making it easier to protect what matters most in life. Nationwide YourLife Guaranteed Level Term Life s complicated. Protecting it shouldn t be. There are so many things competing for

More information

Life insurance product portfolio

Life insurance product portfolio Aviva Life and Annuity Company Life insurance product portfolio Welcome Home to Aviva Universal Life Insurance that is built around you. 15440 9/10 Life insurance built for the many stages of life Aviva

More information

Corporate Spotlight. Be smart. Take action. Own your future. SM

Corporate Spotlight. Be smart. Take action. Own your future. SM Corporate Spotlight Be smart. Take action. Own your future. SM ADV 1148 (06-2011) 14-989 Rev. 01-2015 STABILITY Be smart. Take action. Own your future. SM Who We Are Fidelity & Guaranty Life 1 serves consumers

More information