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Deep Dive into Boosters & Enhancers

November 12, 2020 @ 1:00 pm (EST) - 2:00 pm (EST) EST

Art and Science of Indexing Webinar Series

Indexes for universal life and annuities provides a unique way of crediting interest to policyholders with upside potential and downside protection. Yet simple on the surface, there is a complexity underneath that many agents have difficulty navigating. This special mini series will walk you through how indexing works, a tour through all of NLG’s indexes, how boosters and enhancers work, and a deep dive into the Credit Suisse Balanced Trend index. Throughout these sessions you will not only learn the science behind indexing but also the art of how to position them with clients.

A recent addition in the industry to indexes are boosters and enhancers.  This session will cover them in detail for both NLG’s life and annuity portfolio.  You will learn:

  • The answer to these questions: What is a booster and enhancer? What do they cost? Why did the industry add these to designs?
  • Better understand our cost structures vs. the competitors’ pricing schemes.
  • When to use them – or not – for clients.
  • How to present boosters and enhancers to clients.

Facilitator: Matt Bell

Panelists: Lyndon Clark, Edgar Roberts, CLU, ChFC, Dan Adams and Steve Wallach

 

Register in advance of this webinar: