We give you solutions in a soundbite. These short videos will help you break down complex topics into ideas simple enough that you can start a piece of the conversation – with your clients or our team. Browse the library then contact us to go deeper on how to apply an insurance solution to your business.
Long-Term Care
Don’t Plan to Fail
No one plans to fail on purpose. But if you don’t consider your clients’ likelihood of needing a long-term care plan, that’s actually what you’re doing. Instead, use our resources to help them make an intentional decision. We'll help you educate your clients on the importance of LTC planning.
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3 minutes
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Long-Term Care
Improved Just Ask Educational Series
We relaunched our Just Ask Educational Series, making it more efficient and faster than before. It’s the perfect way to get valuable LTC information right in your inbox in half the time. Because 12 weeks is so much better than 24 when you're ready to start having the conversation.
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1 minutes
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Advanced Planning
Taking Control of Your Wealth Transfer Plan
For clients that are over age 60 with significant retirement plan assets, there are three main components to taking control of their wealth transfer plan and mitigate taxes. Take a look to find out how an IRA and life insurance combine to create a successful strategy.
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3 minutes
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Disability Insurance
Get Engaged With DI
It’s time to be proactive about discussing the importance of disability income. Your clients aren’t getting any younger or healthier, and accidents or injuries are a risk. Your client's income remains one of their most valuable assets. It’s our job to help them protect it.
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2 minutes
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Navigating the Advisor Portal
Using the homepage titles and two navigation menus, you can get what you need – quickly.
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2 minutes
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Life Insurance
Using Ash Term Express
We’ve taken the guesswork out of quoting to bring you the best term options for your clients. Quote and submit an application in minutes!
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2 minutes
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Running a Quote or Illustration
See what to click to start your first quote, or get help with a complex case.
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2 minutes
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Life Insurance
3 Flavors of VUL
Depending on your client’s risk tolerance, there are three main options for utilizing VUL as a viable planning tool. As fixed UL products become harder for carriers to price, understanding VUL is more important than ever. Take a look to determine which right for your individual client.
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4 minutes
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Long-Term Care
The Next Evolution of Linked Benefit
Want to better understand MMA? And by that, we don’t mean mixed martial arts. We’re talking about Lincoln’s new variable version of MoneyGuard called MoneyGuard Marketing Management. It can mean the potential for better returns, especially for younger clients. See how LTC is evolving.
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2 minutes
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Advanced Planning
The Gift of a Lifetime
Your clients with disposable income looking for different ways to invest might find it appealing to gift life insurance to their children. Not only does it benefit the children, but the grandchildren as well. And it's an opportunity for the children to choose permanent insurance over term.
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4 minutes
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Advanced Planning
Estate Tax Calculator
Instead of talking about what-ifs, project some actual estate-tax outcomes for your clients. We can show the client different outcomes, taking into account how estate laws might change and how life insurance can help your clients better plan for taxes.
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2 minutes
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Disability Insurance
Protecting Income Now (before it’s too late)
Don’t wait until it’s too late to protect your client’s most important asset—their income. Putting a plan in place before your client suffers a health condition or injury is the best way to ensure they have the coverage they need later. Because after an accident happens is too late.
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4 minutes
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