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Delivering the Difference Newsletter November 2018

November is the month of giving thanks, and we at North American are thankful for you and your partnership. Without your dedication, loyalty, and passion, we wouldn’t be where we are today. As we begin wrapping up the year, make sure to keep an eye on the end-of-year dates and check out our many tools and resources to help you finish strong in 2018. As always, I will be in touch with you soon!

Gary Proco | Sales Vice President
Phone: 800-800-3656, Ext. 87764
gproco@sfgmembers.com | www.NorthAmericanCompany.com


New at North American

North American is excited to announce the addition of accelerated death benefits for critical, chronic, and terminal illness on ADDvantage® term policies, as well as the addition of Premium Deposit Agreement, available on most single life indexed universal life insurance policies!

Learn more about ADBE Term and Premium Deposit Agreement.

Website enhancements

We've improved some areas of the North American website to provide a better user experience.

Agent dashboard:

  • Homepage icons are now customizable
  • Homepage icon destinations now give more direct access to pages

eBusiness Solutions suite:

  • Removal of max illustrated rate pop-up box
  • Riders now carry over when switching products
  • 0% commission now allowed on additional agents field
  • New Jersey now using ICC forms on ADDvantage Term
  • Corporate Resolution form available in e-app
  • South Dakota suitability form now available
 

End-of-year dates to remember

There’s still time to finish strong in 2018! Don’t forget these end-of-year dates as you are wrapping up your life insurance business before the new year.

New Business processing:
November 29: Last day to release a case from New Business for November cutoff.
December 10: Last day to release a large case on term products ($10 million or more) for year-end commission close.
December 21: Last day to release a large case on permanent products ($10 million or more) for year-end commission close.
December 28: Last day to release a case from New Business for year-end commission close. All delivery requirements received in the Sioux Falls office by 11 a.m. CST will be processed by end of the day for year-end commission close.

Policy Change processing
November 21: All delivery requirements received in the Sioux Falls office by 5 p.m. CST will be processed for commission cutoff.
December 19: All delivery requirements received in the Sioux Falls office by 11 a.m. CST will be processed for year-end.

Administrative office closings:
November 22
November 23
December 24
December 25
January 1

Live web training events

Time with Tom: Alphabet Soup
Thursday, November 8 at 2 p.m. CST

Time with Tom: To MEC, or Not to MEC
Thursday, November 15 at 2 p.m. CST

Mitigating Risk
Thursday, November 29 at 2 p.m. CST

News bulletins

Stay informed!

Caps, Participation, Spread, and Illustrated Rates for Indexed Universal Life Policies

Now available on ADDvantage Term: Critical, Chronic, and Terminal Illness Endorsements

Introducing: Premium Deposit Agreement

ADDvantage Term stands out

ADDvantage Term Flyer

See what makes ADDvantage Term different from the rest.

Above average future

Above average future

Share this site with your clients to show them how they can help achieve an above average future.

Legacy Optimizer

Legacy Optimizer

Tools & resources to help you succeed

NA Microsite

Online product catalog

Above average future

Shop for apparel, drinkware, stationery, and more in the new North American promotional product catalog.

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