August 1st Newsletter


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.

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Living Benefit Riders for Your Clients

  • Start the conversation with your clients!

  • Show them how this income tax-advantaged benefit helps them access funds from their policy while living.

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Allianz Life

Updates to the Life Pro + Advantage

Effective August 1st, 2023

  • Increased cap & par rate for Allianz Life Pro + FIUL! Greater accumulation potential for clients.

  • Access the flyer below for more information.

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Symetra Swift Term Platform

Enhancements to the Platform 

Effective July 19th, 2023

  • Instant policy delivery

  • Embedded lifestyle & health questions Simpler application signing process & More!