Newsletter February 17, 2016

• Performance Elite: Growth Plus Liquidity
  • February 17^th from 1:00 – 2:00 PM CT – Register here.
• TargetHorizon Annuity Series – The Modern Approach
  Learn how to utilize the Statement of Benefits to simplify the sales process, the benefits of the Confinement Tripler feature and the accumulation potential of the TargetHorizon FIA Series.
  • February 23^rd from 10:00 – 11:00 AM CT – Register here.

Insure Your Love campaign – February 2016
Life Happens “Insure Your Love” campaign offers marketing resources to fit
any type of outreach you’d like to do; including pre-written social media content, flyers and video’s. View all the resources now.

Life insurance buys vs. needs: an infographic
Fewer than half of respondents surveyed by LIMRA say they would buy life insurance for the benefit of loved ones.

QLAC regulations: Why they should matter to you
The U.S. Treasury has issued final regulations for Qualifying Longevity Annuity Contracts in retirement plans and IRAs. Here’s what retirement advisors need to know.

11 tips for insurance agents on how to win business on Snapchat
Insurance agents can use Snapchat to connect with clients and reach out to prospects.

• CRL Lab Scores now available online – Read the bulletin.
• Phase two of AG 49 changes – taking effect March 1^st – Get details.
• Top 10 reasons to sell Secure Lifetime GUL 3 – Learn them now.

• New message about the recent ratings actions – Read it now.

• Andrew Doerman joins sales team as Direct Marketers Segment Leader – Read more.
• Frank Gencarelli resigns as Senior Vice President of Sales and Marketing – Read more.

• Market Overview for January 2016 – View it now.

• North American wants to show you they are as strong as ever – Watch their video.
• SimpleSubmit e-App is now available for Indexed Universal Life – Learn more.

• SBLI is a constant in changing times – Read their message.

• Who needs life insurance more – Bond or Simpson? – Share this flyer with clients.
• Learn how education, multicultural outreach, and generational understanding can give you a winning edge in sales – Read the article.

• Quick sales idea to help grow your business – See it now.

• LGA has what you need to clean up on term sales – View their extensive microsite library.
• LGA helps you take advantage of the Insure Your Love Campaign – Go now.

• Using life & long-term care insurance to lessen the burden of taxes for clients
  • Conversation Starter – How to engage clients on tax management opportunities
  • View the 1040 Overlay
  • Materials Guide
  • Case Study – A strategy to create income options for your retirement
• Lincoln LifeGuarantee UL price reduction – Get details.
• Lincoln helps better serve clients after the sale – Learn more.

• New technology in detecting calcium deposits may result in more favorable underwriting results – Read the underwriting alert.
• Provider UL discontinued in New York – effective February 29^th – Get details.

• IUL product changes – effective February 20^th – Get details.

• More 60-day windows added to Guaranteed Refund Option – Learn more.
• Offer clients living benefits that provide flexibility for whatever the future holds – Learn more.

• Ask clients “When is zero greater than 5”? – Learn why this can help sales.
• Indexed Choice UL maximum illustrated rate increase – View bulletin.

• See the strength of their Premier Pricing on individual GUL
  • Female, age 75, standard, guaranteed to age 105, standard
  • Male, age 75, standard, guaranteed to age 105, standard

• Underwriting for non-resident foreign nationals and ex-pats – View the bulletin.

• Annuity Suitability training requirements for GA – effective March 1^st – Get details.
• New address to submit annuity premium – Get it now.

• ANICO is your leading SPIA provider – See the comparisons.

• How Performance LTC can help clients plan for retirement – Learn now.
• Performance LTC investment strategy – View the brochure.

• Tackle clients questions head on to turn needs and concerns into sales – Get tips.

• Help clients understand underwriting A&H – Share this Quick Reference Guide.
• Secure Income Plus & DisabilityCare discontinued – effective April 30^th – Get details.
• Help clients understand underwriting A& H products – Share the Underwriting Guide.

• For most of clients, income is the essential foundation of their financial plan. Doesn’t it make sense to protect it? Help them understand the basics.

• Changes to the e-App when credit card payment option is chosen – Get details.
• Rate adjustment – effective April 1^st – Get details.

  (Qualification period: January 1 – March 31, 2016)

Earn a CASH BONUS on annuity sales!

Get details.

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2017 Marketing Conference in Los Cabos, Mexico
May 7-11, 2017

(Qualification period: January 1 – December 31, 2016)

 
Get complete details.

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Performance Elite Winter Annuity Sales Incentive

(Qualification period: January 18 – March 31, 2016)

Earn a bonus of up to 100 basis points on qualifying Performance Elite production.

Get complete details.

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Leaders of Olympus in Prague

(Qualification Period January 1 – December 31, 2016)
Get details.

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Disability Insurance Growth Challenge

(Qualification period: January 1 – June 30, 2016)

Get rewarded for increasing your business in the first 6 months of 2016 in comparison to your business in the first 6 months of 2015.

Get complete details.

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2016 EPIC Reward – Elite Producer Club

(Qualification period: January 1 – December 31, 2016)

Receive a 1% commission bonus on your annuity business this year.
Learn how.

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A Learn and Earn Promotion

(Qualification period: June 1, 2015 – March 31, 2016)

This rewards-based program is designed to engage and motivate producers to grow sales. Through a series of videos, producers are given the opportunity to learn more about key clients — The Insurables — as well as a chance to earn prizes and a 10 percent commission enhancement. Please note: New York, Guam, Puerto Rico and non-U.S. business is excluded from the program.
Get complete details!

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The Insurables Grand Prize Sweepstakes

Transamerica is giving away a luxury vacation package to three lucky winners. All you need to do is complete all six of The Insurables video modules by March 31, 2016 and:

Sell at least $10,000 of premium with Transamerica during The Insurables program period;

OR

Mail in a Grand Prize sweepstakes entry form by March 31, 2016.

See rules for details.