Introducing the 2021 Trimester Marketing Program and Resource Site

Start Strong in 2021!

We’re continuing the Trimester Marketing Program from 2020 but making it even easier for you to engage with. Bookmark the NEW Trimester Marketing Resource Site, where producers can find resources to enable productive conversations and meetings with clients. Engage early and often because we’ll be adding new tools, tips, and webinar information each month.

Make sure you visit the Trimester 1 page for monthly planning tips.

Newly Available Marketing Materials

The Newest Competitive Edge: PRULIFE^®CUSTOM PREMIER II VS. TOP SELLERS

Prudential has greater income, unparalleled flexibility, and more value than the top sellers. Find out where we rise to the top in this brand-new flyer.

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Advanced Marketing Concepts

Join Us for an Exclusive Roundtable on January 20, 2021

New Year, New Administration, New Strategies – Understanding Today’s Environment to Build Successful Client Strategies. Join three of Prudential’s leading authorities in a roundtable discussion of post-inauguration political factors that will impact 2021 tax policy changes. Featuring Brandon Buckingham (VP and National Manager, Advanced Planning Group), Lauren Hicks (Regional Vice President), and Donna Scalaro (VP, Advanced Planning Group).

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Product Announcements

Sales of Index Advantage UL (IAUL) in NY Will Be Discontinued

After careful consideration, we’ve made the decision to no longer offer IAUL in the state of New York effective January 25, 2021. For more information, and for important new business deadlines, click below.

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Tools & Resources

Enhanced Customer Service Tools Now Available for Universal Policies

Good news! We have enhanced our customer service tools regarding the management of your customers’ policies to help you and your customers along this journey.

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Underwriting & Service

Revised PruXpress QuickForm Revisions – 03/01/2021

Effective Monday, March 1, 2021, the PruXpress QuickForm (ORD 113034 201) will be revised to include the new Goldman Sachs Voyager Indexed Account. Please refer to the Ready to Sell List for state approval information. Additionally, the form will be revised to remove the Tele-interview section and to add clarifying instructions for third-party financial documentation.

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Revised PruLife Founders Plus UL Supplement – 03/01/2021

Effective Monday, March 1, 2021, the Pru Founders Plus Supplement (ORD 96200-2020 PFP) will be revised to include the new Goldman Sachs Voyager Indexed Account. A new Pru Founders Plus Disclosure (ORD 115809-2020 PFP) will be introduced for use with the revised product. Please refer to the Ready to Sell List for state approval information.

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New Utah Form – Effective 02/22/2021

Effective Monday, February 22, 2021, Utah recently adopted a new regulation that allows policyholders to identify a secondary addressee to receive a notice of cancellation for nonpayment of premium; as a result, a new Utah state-specific Secondary Addressee Notice (ORD 112674 UT 2020) has been created and will be available for use.

The Utah Secondary Addressee Notice is required to be provided to the applicant at point of sale. The form will be available on the PruXpress website effective Monday, February 22, 2021.

Updated CRL Tele-Interview Hours

Prudential remains committed to offering robust digital new business tools and the electronic interview option, eInterview, for life insurance applications is driving speed and customer satisfaction as an alternative to the telephone interview. eInterview provides a quick, secure, and convenient way for applicants to complete the application, and a majority of interviews are now completed online! As a result, the CRL Call Center supporting telephone interviews will be adjusting their hours of operation to 9:00 AM to 6:00 PM Eastern Time beginning on January 18, 2021.

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Revised Customer Information Form (NY) – Effective 02/22/2021

Effective Monday, February 22, 2021, the Customer Information Form for Life Insurance (ORD 115582 2021) has been revised for ease of use. An instructions page, Instructions for Completion of Customer Information Form for Life Insurance (ORD 115582 INST 2020), has been implemented to aid in the completion of the Customer Information Form.

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PruLife UL Protector Product Removed from New Business Forms – Effective 02/22/2021

Effective Monday, February 22, 2021, the PruLife^® UL Protector product will be removed from the following New Business forms, as this product is no longer available: Individual Application for Life Insurance (ORD 96200-2010_2020), Juvenile Application for Life Insurance (ORD 96200JUV-2010_2020), Illustration Certification (ORD 96599UL_2020), and the New York state-specific Preliminary Statement of Policy Cost (ORD 99606 NY 2020).

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AST Name Changes – Effective 02/22/2021

Effective Monday, February 22, 2021, the Suitability and Funds Listing (ORD 86218 0221) will be updated to reflect the name change of the AST J.P. Morgan Strategic Opportunities Portfolio to the AST J.P. Morgan Tactical Preservation Portfolio.

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Marketing Support

Kurt Heinen Joins the Private Placement Sales Team as Regional Marketing Specialist

We are pleased to announce that Kurt Heinen has accepted the role of Regional Marketing Specialist for Private Placement Sales. In his new role, Kurt will be responsible for growing Private Placement sales through Brokerage General Agencies, Institutions, and Producers.

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