4th Quarter Opportunity: Base Only Exchange Promotion

To help you close out the year strong, we’re rolling out a Base Only Exchange 4th Quarter Promotion — now live and counting business from October 1, 2025!

Check out the attached approved flyer for full details — and remember, this is your chance to maximize year-end production while delivering meaningful client outcomes.

Here’s a quick success story from John, a Midwest producer who embraced this opportunity:

• John completed a full client book review on a Friday afternoon and identified multiple clients with highly appreciated non-qualified annuities.
• The following week, he made three quick calls to clients who could benefit — and all three exchanged their tax-laden NQ annuities for tax-efficient LTC coverage.
• Those three cases totaled ~$1 million in premium, generating a 4.5% comp (nearly $45,000) for John — and your agency earns on each of these cases too.

Not bad for an afternoon’s work!