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Newsletter June 15, 2016

by | Jun 15, 2016 | Newsletter

June 15, 2016
UPCOMING WEBINARS

 

 

  • Foresight Illustration Training
    Learn how to use Foresight, watch an online web demo and discover how to understand the illustration.

  • Annuity 101 – Closing the Sale
    Learn how to get the conversation started, the evolution of annuities and get an MLSB 60 second story.

 

  • Safe Harbor 401(k) Plans
  • Deduction Ideas for Business Owners
  • Signature Guaranteed UL with the Guaranteed Cash-Out Rider

 

  • Go behind the scenes of Performance LTC

 

  • 30 on 30 – General Agency Call to discuss TermAccel and LincXpress
    Dial-in number: 888-764-3633 Code: 1431956

  • Overview of Lincoln TermAccel
    Dial-in number: 888-764-3633 Code: 3489003

  • Overview of LincXpress
    Dial-in number: 888-764-3633 Code: 3489003

  • Planning for the next generation
    You’ll discuss the strategic conversations to have with your clients and how they might pass their legacy to the next generation; as well as what insurance strategies are most alluring to the younger generations of today.

  • June ONE Meeting – REPLAY
    This meeting discussed the tools that Lincoln has to help with process efficiencies in every step of the sale. The call opened with the fastest way to submit Lincoln life business using LincXpress; as well as the new TermAccel product and process. They also talked about the survivor risk management questionnaire. It can help your agents and their clients identify the appropriate amount of life insurance needed; as well as sales solutions that show how life insurance can help clients meet their goals throughout their lives.

 

  • Using Life Insurance to Help Pay for College

 

  • Asset-Care IV
    LTC protection with the guarantees of whole life insurance – that’s what you get with Care Solutions from OneAmerica. It provides your clients premium options to fit their unique situation while helping them prepare for LTC costs and providing value even if they never need LTC benefits. Learn about Asset-Care IV features, competitive advantages, consumer positioning and more in our upcoming national webinar series. Don’t miss this opportunity to expand your sales.

 

  • Learn about the Quest Series of Annuities
    • This webinar is held every Monday and Wednesday at 2:00 PM CT.  Click here to register for a date and time that works best for you!
  • Learn about the Wealth Builder Series of Annuities
    • This webinar is held every Tuesday at 2:00 PM CT.  Click here to register for a date and time that works best for you!

 

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SALES, MARKETING & INDUSTRY ARTICLES

 

 

  • Danica Patrick has got your back
    Danica Patrick has a special message to all of us in the industry: “I know that convincing people to get life insurance isn’t easy. But what you do-helping protect people’s families-is so critically important.” Watch her full message.
  • Why don’t life insurance advisors go after foreign national prospects?
    Given all the hype about the foreign nationals market, why are so few producers active in it? Read more.
  • 5 things to know about selling annuities under the DOL fiduciary rule
    From rules on proprietary products to how to determine whether an annuity is in a client’s best interest, here are five things advisors should know. Read more.
  • When teaching clients, repetition and questions are key
    Questions help our prospects and clients recalibrate what they perceive to be conventional wisdom. Read more.

 

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CARRIER ANNOUNCEMENTS

 

 

  • Stafford Moser & Tom Eusebio named Senior Vice President – Read more.
  • Monthly market overview for May 2016 – Download it now.

 

  • External Term Conversion program ending – effective July 1st
    MetLife will discontinue the External Term Conversion program on July 1, 2016. Learn more.

 

 

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LIFE INSURANCE

 

 

 

  • A new protection-focused IUL with numerous access features – Learn more.
  • Hit the Road
    Have your agents use this new Road to Retirement video with clients to help them understand how IUL is an important destination on their retirement journey.
  • AG Quick Ticket submission process
    Quick Ticket is now even quicker with the new eSignature addition. Agents can now prepare clients with this new Clients Guide to eSignature.

 

 

  • The new process that’s making life business easier – Learn more.

 

 

 

  • College Funding or Life Insurance? There’s no need to choose just one.
    Do your clients feel they have to decide between providing for their family’s protection or paying for college? Not with life insurance. Life insurance can play an integral role in your clients’ college funding strategy. Learn how.

 

  • Updated Product Portfolio and Underwriting Guides
    These guides are your go-to resource for knowledge and information about Mutual of Omaha’s life insurance products and underwriting services.
  • No one likes waiting around
    Clients want a quick and painless application process and you want a speedy payout. Learn how to help accomplish both.
  • Illustrate how clients can use life insurance to protect their home
    A cash value life insurance policy can help protect a family’s home if the unexpected happens and the cash value also may be used to pay off a client’s mortgage early. Learn how you can illustrate this for clients.

 

  • Asset-Care IV outshines stand-alone LTC insurance
    With a whole life foundation, Asset-Care IV can provide clients guaranteed long-term care (LTC) benefits, guaranteed premiums, cash value growth and a death benefit even if care is never needed. The product also can cover both spouses with a single policy. Learn more in these side-by-side comparisons of Asset-Care IV and a stand-alone LTC insurance policy:

 

  • A chronic illness could impact your clients’ retirement – Learn how.
  • Important updates to the Term Life Insurance Product – Get details.

 

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ANNUITIES

 

 

  • Annuity rates – effective June 13th – Download them now.
  • Help your clients navigate through market uncertainty
    Show clients the benefits of diversifying their financial products by incorporating a fixed annuity into their portfolio. Use the information from the “Don’t let volatility derail retirement plans” sales tool to help encourage clients to consider adding more products to their retirement plan.

 

  • Why sell Palladium SPIA? 8.82% Cash Flow! – Learn more.

 

  • Rates are decreasing – Get details and rate lock information.
  • Financial Strength
    Financial strength is like air. You don’t really notice it…until you lack it. Use this e-kit to get financial strength information and materials for your agents and their clients.
  • Shorter GSMAC index options added to Indextra FIA
    Indextra fixed indexed annuity now offers one- and two-year point-to-point allocation options associated with the GS Momentum Builder Multi-Asset Class (GSMAC) Index. These shorter options can credit any interest more frequently and help in laddering strategies.  – Learn more about the GSMAC.

 

  • Income Annuity with Premium Return – NEW
    Income Annuity with Premium Return is a single premium immediate annuity that can help clients put a portion of their money into a safe place with the guarantee that it can be left to their heirs and provide reliable income they can use however they wish. Learn more.
  • Deferred Income Protector – See how the payouts compare.

 

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LONG TERM CARE

 

 

  • New LTC solution – Element – launching June 27th – Learn more.
  • New website for In-Force Rate Action to help you & your clients – Learn more.

 

 

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DISABILITY / CHRONIC ILLNESS

 

 

  • Business Overhead Expense Insurance
    Have your agents talk to their business owner clients about how to protect their businesses if they become disabled. Learn more.

 

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MEDICARE SUPPLEMENTS

 

·         Upcoming rate adjustments for DE, OR & WI – Get details.

 

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BROKER/AGENT INCENTIVES

 

 

 

 

 

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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Leaders of Olympus in Prague

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

______________________________________________________________

 

 

Perfomance LTC 2016 Producer Bonus Program

(Qualification period: March 1 – December 31, 2016)  
Earn an additional 10% Bonus by selling

John Hancock’s Performance LTC product within the qualification period.

Get complete details.

 

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Disability Insurance Growth Challenge

(Qualification period: ENDS 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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15% Discount for InforcePRO

 

TMA has negotiated a 15% discount for TMAdistributors who sign up for InforcePRO.

 

This brochure serves as an introduction to TMA distributors who have not yet become familiar with InforcePRO.  You may also call 888-433-2254 to call for additional information or to sign up.

 
In order to receive the 15% discount, you will need to let InforcePRO know that you are a TMA distributor when you sign up.

 

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