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CALL: 1-855-LESS-IRS (855-537-7477)

Delivering the Difference Newsletter March 2019

 

Get a head start on tax season

Tax season is a natural time to conduct a policy review. Visit the policy review page on the microsite to help take stock of your client’s financial situation and help ensure they are getting the most out of their life insurance. To help accommodate for the busy season, North American has extended its life customer contact and claims customer contact hours:

Life Customer Contact
7:30 a.m. to 6:30 p.m. CT, Monday through Thursday
7:30 a.m. to 5 p.m. CT, Friday

Claims Customer Contact
7:30 a.m. to 6:30 p.m. CT, Monday through Thursday
7:30 a.m. to 12:30 p.m. CT, Friday

 

Web‑based solutions

North American offers an extensive online life insurance platform that helps you do business from start to finish. Watch the video to see how it works.

Online business solutions
 

Website updates

We’ve made some new enhancements to the North American dashboard and notification tools.

  1. Pending, paid, and notification snapshots on homepage
  2. Refreshed notifications app – easier to use, new functionality, and automatic web subscriptions
  3. Use on any device – mobile, tablet, and desktop
  4. Directly download correspondence and statement copies from the notifications app
  5. Set up alerts via web or email

Visit the website now to see the updates.

 

Live web training events

Upselling Retirement
Wednesday, March 6 at 10:30 a.m. CST

North American's Web-based Software
Wednesday, March 13 at 2 p.m. CDT

Time with Tom: Return of Premium – Why I Love It
Thursday, March 28 at 9 p.m. CDT

News bulletins

Stay informed!

Discontinuation of Builder IUL and Survivorship GIUL

Caps, Participation, Spread, and Illustrated Rates for IUL policies

Policy packet redesign for Builder Plus IUL

WriteAway® updates: new criteria for age and face limits

 

Loans now available by phone

Living Benefits Video

Share the news with your clients today!

Premium Deposit Agreement

Living Benefits Video

Learn more about how a Premium Deposit Agreement can help your clients.

Return of Premium

Living Benefits Video

Find out how the Return of Premium death benefit option can work for your clients.

Tools & resources to help you succeed

NA Microsite
Sign Off525 W Van Buren | Chicago IL 60607 | northamericancompany.com