August 1st Newsletter
APIM EXCLUSIVE EVENT
Living Trust Workshop – Aug 3rd 1PM
Lead Generation, Referrals & Recap
Join us for the closing workshop session on living trusts!
Frank will discuss how to use this multi-faceted tool to generate leads & gain referrals.
Get a recap of the workshops & bring all your questions to Frank.
Corebridge
Living Benefit Riders for Your Clients
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Start the conversation with your clients!
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Show them how this income tax-advantaged benefit helps them access funds from their policy while living.
Allianz Life
Updates to the Life Pro + Advantage
Effective August 1st, 2023
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Increased cap & par rate for Allianz Life Pro + FIUL! Greater accumulation potential for clients.
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Access the flyer below for more information.
Symetra Swift Term Platform
Enhancements to the Platform
Effective July 19th, 2023
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Instant policy delivery
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Embedded lifestyle & health questions Simpler application signing process & More!