Web-based Illustration Software - Business made easy! [VIDEO] - North American | Life
North American proudly introduces new web-based illustration software!

Effective March 6, 2017, web-based illustration software is available on all of North American Company's single life insurance products! Powered by iPipeline for iGO® users and users of the North American Company website, this new illustration software can help save you time and help make selling easier. Watch the video to find out how!

Watch Now!

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UL Protector Transition Rules - Reminder! -Prudential

Just a reminder regarding the UL Protector new pricing and transition dates.  We will need to hold firm to these dates in terms of old vs. new rates.  Important dates are below but please review the full transition rule document for all details.

  • March 26: Last day that an application can be signed with a request for Old Rates
  • March 27:  Applications dated March 27th and later will receive the New Rates only
  • April 3:  Applications based on Old Rates must be received in the Home Office by April 3, 2017. Applications dated prior to March 27 but received in the Home Office after April 3 will be processed with the New Rates
  • June 30:  Inforce Placement Deadline for cases with old rates


IUL: Cost Is An Issue Only In The Absence of Value

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Taxes for 2017 and Beyond

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Legal & General America Closed Tuesday


Legal & General America will be closed Tuesday, March 14, 2017. 

AppAssist staff will be functioning remotely for client interviews only. Remote underwriters and William Penn staff will continue to take calls. Thank you for your understanding.


New Term Rates, New Consumer-Approved Flyers -Legal and General America

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Why choose Partners Advantage over other IMOs?
Here is why >>


Experience the Advantage with Partners Advantage

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March Newsletter | Web-based Illustrations are Here! -North American|Life

North American now offers web-based illustration software on iPipeline's platform for iGO® users! This new software is seamlessly connected to the eApp to help put time back in your schedule.

  • Information passes from the illustration software to the eApp – no need to enter information twice!
  • New solves exclusive to the software can position products in ways not possible before
  • Upgraded reporting with a more visually appealing feel
  • Easy and fast – completing web illustrations with the eApp is 20 minutes faster than paper1

Register for one of our upcoming webinars to learn more about web-based illustrations:

We'll discuss and highlight everything that has changed with the new web software.
Wednesday, March 8th at 3:00PM CST
Tuesday, March 14th at 10:00AM CST

We'll go through the new software and show you a walkthrough of our most common solves.
Thursday, March 9th at 3:00PM CST
Wednesday, March 15th at 10:00AM CST

Read more about the new web-based illustration software and start illustrating today!


Learn how to measure expenses for your clientele
Check out this blog post by Charlie Gipple, SVP of Sales and Marketing at Partners Advantage to learn how to measure expenses for your clientele.


Changes to Illustrated Rates for IULs -North American | Life

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March 2, 2017

Illustrated Rates Changes
Effective March 31, 2017 we will be making changes to the maximum illustrated rates for North American's Indexed Universal Life product line. Caps and Participation Rates are not changing at this time. These are the maximum illustrated rates allowed.

Read more about this notification.

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Understanding Generational Differences to Enhance Your Sales

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Check out five key reasons cited by consumers for not having life insurance.
Check out five key reasons cited by consumers for not having life insurance. The confusion and misperceptions around life insurance create a perfect opportunity for SPL to help fill the coverage gap.


DOL Update
Office of Management and Budget (OMB) designates delay as “economically significant,” after meetings with DOL-fiduciary proponents. Read the full article here >>


Why are first impressions so important?
Why are first impressions so important? Without a great first impression, anything that follows is usually clouded in the listeners’ mind by the “bias” they formed earlier. Check out Secrets to Effective Communication:


Are you a financial professional that may have their businesses highly concentrated on FIAs? I
For financial professionals that may have their businesses highly concentrated on FIAs, I would propose a way to “smooth out” the volatility in your practice. Learn more here >>


FGL Annuity Interest Rate Updates for March 2017
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Consistent, Competitive Term Rates Hit the Mark! -Legal & General America


Behavioral Finance and the Two Lane Highway
The most important thing a financial professional can do is relate to the “art” and not the “science” of their profession. What are your thoughts about behavioral finance?


Get the facts to simplify the story on LTC vs. Chronic Illness riders.
Get the facts to simplify the story on LTC vs. Chronic Illness riders. Join us on the Feb. 23 webcast - register here.