North American Company for Life and Health Insurance®
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| Title | Host |
|---|---|
| eApp Next Steps What you and your client will see when completing the signature process with our eApp. |
Darcie Kettwig |
| eApp Process Learn how to use the aApp process. |
Darcie Kettwig |
| Marketing Toolkit The centralized hub for all of your marketing needs. |
Charlene Tharaldson |
| Customize Favorites Set up your agent homepage to fit your needs. |
Stacey Clouse |
| Pending Business Find your Pending Business report, get those outstanding requirements taken care of and business placed and paid! |
Stacey Clouse |
| Notifications Setting up notifications should be one of the first things you do! The notifications keep you up to date on all the latest information for bulletins, office closures, year-end dates, new form numbers, product updates, annual statements and more. |
Stacey Clouse |
| In Force Business Once a case is palced and paid doe not mean your job is done. Check your in-force business and set up those client review meetings. |
Stacey Clouse |
| Indexed Universal Life (IUL) Certification We show you where to find the exam to complete your training. |
Bonnie Jami |
| Supply On Line See how to order marketing materials. |
Jessica Smith |
Agents offering, marketing, or selling accelerated death benefits for chronic illness in California must be able to describe the differences between benefits provided under an accelerated death benefit for chronic illness and benefits provided under long-term care insurance to clients. You must provide clients with the ADBE Consumer Brochure for California that includes this comparison. Comparison is for solicitation purpose only, not for conversions.
Indexed Universal Life products are not an investment in the “market” or in the applicable index and are subject to all policy fees and changes normally associated with most universal life insurance.
1. For most policies, withdrawals are free from federal income tax to the extent of the investment in the contract, and policy loans are also tax-free so long as the policy does not terminate before the death of the insured. However, if the policy is a Modified Endowment Contract (MEC), a withdrawal or policy loan may be taxable upon receipt. Further, unpaid loan interest on a MEC may be taxable. A MEC is a contract received in exchange for a MEC or for which premiums paid during a seven-year testing period exceed prescribed premium limits (7-pay premiums).
2. If Policy has a Premium Guarantee Rider attached to it, such rider will be terminated upon the election of the Protected Death Benefit. The Protected Death Benefit cannot be elected if the Over loan Protection Benefit is in effect.
3. The policy will remain in effect when extensive loans are taken provided the policy is not terminated due to surrender and the policy owner does not take policy loans or withdrawals during the Overloan Protection period. This benefit may reduce the Specified Amount and will terminate the Protected Death Benefit.
4. Account Interest Multiplier is applied after interest credit or index credit is determined and before any Interest Bonus. It is not applied to the Interest Bonus nor any portion of the Account Value that is Policy Debt or the Minimum Account Value.
Builder Plus IUL (policy form series LS183), ADDvantage Term (policy form series LS174), Premium Deposit Agreement (from series LR509) are issued by North American Company for Life and Health Insurance, Administrative Office, One Sammons Plaza, Sioux Falls, SD 57193 Products, features, riders, endorsements, or issues ages may not be available in all jurisdictions. Limitations or restrictions may apply.
FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
| 1118NW-4 | REV 4-23 |