It was great seeing so many of you in person this past week during The World Series of Success. For those who were not able to make it, here is a glimpse at what was shared.

United Life LegacyAccel

COMING SOON: Off to the races with United Life’s LegacyAccel!

LegacyAccel’s simplified issue process will allow you to pull ahead of your competition. It does not require a medical exam or phone interview. This permanent life insurance solution provides cash value acceleration opportunities, and with an easy-to-use list of knockout questions, you will know right away if you can navigate to the e-app.

This is a pass or fail situation. If your client can answer “NO” to ALL 19 knockout questions and falls within the acceptable BMI range, you have the green light to proceed to the electronic application process.

CLICK HERE for additional resources and to request contracting.

Meet the Author

Looking for ways to enhance your marketing efforts? We have both live event and webinar options featuring Marty Ruby, from Stonewood Financial, David McKnight, and Ed Slott.

Reach out to your Life Marketing team or email meettheauthor@advisorsexcel.com for more information or to check author’s availability.

We have also added David Walker to the list of available speakers for a live event. Dave is a nationally and internationally recognized expert in fiscal responsibility, government and retirement security. He has over 40 years of experience and formerly held the position of Comptroller General of the United States and CEO of the U.S. Government Accountability Office.

He has written an exclusive whitepaper for AE producers. Check it out HERE.

Introducing Life Hacks Podcast

This new initiative will provide a deeper dive into relevant topics such as taxes, our economy, marketing and other timely, industry-related themes.

Stay tuned for this informative new podcast.