Financial Solutions Newsletter 1/29/19

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Financial Solutions Newsletter 1/29/19

Latest News / January 29th, 2019

• New OCI Training Events

https://gallery.mailchimp.com/d17c2f62987b2d710343e5c2a/images/753b0888-6a2c-481b-be6d-fe470749289e.jpgWhat is your goal for 2019? More Sales? More Income? More Clients? OCI is hosting a two-hour session of valuable sales coaching and education with one of the best in the business, Joe Ross. Joe is known as a leader and visionary and is one of the most sought-after speakers in the life insurance community. In this session, he will teach you how to:

  • Seamlessly integrate life insurance into your business plan.
  • Engage your clients in a unique story about the critical role life insurance plays in their financial strategies.
  • Tell this story in a way that will get your clients to act.

The result? More Sales, More Income, More Clients… Protected ClientsMake a difference in your clients’ lives. Make a difference in your business. This is your next step.  

Space is extremely limited. Please contact your OCI Financial Solutions team or your Senior Sales Executive for registration details.


• Circle of Excellence 

The qualification period has begun for OCI’s 2020 Circle of Excellence trip next spring! Keep your eyes open for an announcement regarding the location of this trip. All Life, LTC, DI, and Annuity sales will earn you credit towards the trip. Remember to initiate these discussions when you’re across the table from your clients. One policy could make the difference. You’re in control.


• Your Business, Simplified

Friendly reminder that all life insurance applications can be submitted electronically. By utilizing our full offering of electronic applications, you will:

  • Ensure your application is in good order. No circling back for missing signatures or requirements!
  • Reduce the underwriting requirements. No paramed required on certain policies submitted electronically!
  • Reduce your overhead costs. No printing or mailing required!
  • Improve cycle times and placement ratios. Allows you to receive commissions faster and sell more policies!

Give it a try!

  1. Log in to – https://ociservices.com/what-we-do/life-disability-ltc/
  2. Click on Electronic Apps
  3. See how simple it can be!
  4. Happy client, Happy agent!

• Carrier Updates & Sales Ideas

  • *Reminder* Prudential, John Hancock, Lincoln offer chewing tobacco users non-tobacco rates.
  • John Hancock adds one class upgrade to rated classes if Vitality is included. Lower premium!
    [View PDF]
  • OneAmerica modifies interest rates on a variety of products.
    [View PDF]
  • Prudential modifies Survivorship IUL to include new Chronic Illness Rider.
    [View PDF]
  • Banner introduces a new term portfolio.
    [View PDF]
Sales Idea

Show employers how key employee benefits can help them recruit, reward, retain, and retire their top talent. These benefits can help employees make up for benefits lost due to government restrictions placed on qualified retirement plans. The result? More engaged and loyal employees — and a great recruiting tool, too!

Get Started!

  • Review the customer profiles flyer to see who the best prospects are.
  • Use the concepts guide to compare deferred comp, bonus, and split dollar solutions.
  • Check out this success story to see how the advantages of life insurance helped a consulting firm design a bonus plan to retain and reward top talent.

Learn how these Principal tools can help. Contact your OCI Financial Solutions team today.

Bonus Item

“Seriously question pre-tax wealth building… and go further by considering maximizing your leverage… to an after-tax, tax-free account.” – Rebecca Walser, J.D. and CFP, FOXBusiness.

Read this article. You have the solutions. Contact our Financial Solutions team today!


• Tuesday Thoughts

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