July 30, 2019
Marketing/Application Resources Update
Marketing Updates
New marketing
(new) FIT SPDA Landing Page
Comprehensive agent resource for selling FIT SPDAs
 |
Opportunity
FIT Single Premium Fixed Indexed Annuity products let you fit the right solution to each client’s needs to protect and grow assets or generate income for life.
|
(new) Annuity Product Selector Guide
Agent flyer
 |
Opportunity
Single and multiple premium product decision tree based on two factors: income v. accumulation and time horizon.
Also located on the FIT SPDA Landing Page |
(new) Understanding LexisNexis® Risk Classifier
Consumer education flyer
 |
Opportunity
Help consumers understand the EZ Underwriting process and the types of data gathered by LexisNexis.
|
What’s your game plan?
(updated) 403(b) Playbook |
(new) 457(b) Playbook |
(new) IRA Playbook |
Comprehensive resources for agents to prep and execute their selling game plan
Opportunity
Everything agents need to engage prospects, build relationships and maintain a solid client base in these growing retirement plan markets.
Additional NEW marketing resources…
Annuity / Retirement Pieces
- 104483 – Annuity Product Selector Guide – NEW
Updated Marketing
PIP PIP Hooray!
(updated) Premium Increase Program eKit
Program tool kit
 |
Opportunity
Earn full commission on qualifying increases to existing FLOW policies or qualifying lump sum contributions.
|
Minor updates…
Education Increases Participation
Plan sponsor-directed brochure
Supports the request to hold group and individual meetings with the benefit of both increasing employee participation in the 403(b) or 457(b) as well as meeting 403(b) Universal Availability requirements. View
403(b) Solutions for You
Plan participant-directed brochure
General education. Handout or insert in benefit enrollment kits View
457(b) Solutions for You
Plan participant-directed brochure
General education. Handout or insert in benefit enrollment kits View
Retire with Income That Cannot be Outlived
Plan participant-directed flyer
Focus on the GLIR with an enrollment call-to-action. Handout or insert in benefit enrollment kits View
Competitive Advantages
Plan sponsor-directed brochure
Why work with NLG? Use when prospecting View
Life Pieces
- 103053 – Large Case Team Flyer – Underwriting
- 103929 – iGo eApp Quick Reference Guide trifold – New Business
- 64240 – IncomeBuilder Consumer Brochure
Obsolete Marketing Resources
- 102128 – 403(b) Universal Availability Flyer
Consumer materials linked to in this communication are approved for print use only. Please note that email marketing is subject to additional anti-spam requirements and should be submitted for advertising compliance approval prior to use.
Application Updates
Annuity Suitability Form 10068 Update
The Annity Suitability form has been updated to include two additional New York only questions. Section I, Question 9 has been added to include New York agents’ compliance with New York’s Best Interest Rule (Regulation 187).
Additionally, there is a revision on the annuity purchase objectives in Section III, Question 17. “Immediate Income” is replacing “Current Income”.
Florida suitability forms are not impacted by this change.
TC108975(0719)1
