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- American General:
- Aviva:
- August webcast schedule and instructions
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TODAY, August 14th – Custom Marketing Center
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TOMORROW, August 15th – Retirement Path Roadmap – An Introduction
- August 20th – IUL Crediting Strategies
- August 22nd – IUL Strategy Selection Tool
- August 27th – Annuity Illustration Center
- August 29th – Target Series Annuities
- ING:
- Term Policy eDelivery Training
- August 20th at 1pm CT – Click here to add to your calendar.
- August 21st at 10am CT – Click here to add to your calendar.
- August 22nd at 3pm CT – Click here to add to your calendar.
- Lincoln Financial:
- MetLife:
- Minnesota Life:
- Weekly 15-minute sales strategy calls – every Wednesday at 10am CT Teleconference Number: 800-910-2399 Pass Code: 224032 TODAY, August 14th – Learn how our index crediting bonus can help you increase sales
- August 22nd: NEW index crediting bonus webinar
- North American:
- Demystifying IUL Series
Register here for any/all sessions.
- Session 1: IUL Mechanics TOMORROW, August 15th at 2pm CT
- Session 2: Covering Index Credits August 20th at 10am CT August 22nd at 2pm CT
- Session 3: Compelling Features August 27th at 10am CT August 29th at 2pm CT
- Session 4: Illustration Tips September 3rd at 10am CT September 5th at 2pm CT
- Session 5: How to Sell September 10th at 10am CT September 12th at 2pm CT
- Prudential:
- August 20th – Q&A Session on UL Protector featuring Benefit Access Rider Teleconference times: 11am AND 2pm ET Dial-in #: 800-398-9367
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- American General:
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Highlights Flyer – NEW! Provides updated financial ratings, information on AIG’s great comeback story, highlights on marketing and underwriting support, and an overview of their product offering.
- Aviva:
- Genworth:
- MetLife:
- Boomer Esiason is the Spokesperson for Life Insurance Awareness Month Industry message featuring this MVP quarterback and sportscaster plus other support tools.
- North American:
- Transamerica:
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Required endorsement for MD – reminder All producers must submit a signed endorsement with every application for new insurance, policy changes, conversions, reinstatements, continued insurability options and medical exams in the state of Maryland.
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- AIG/American General:
- Aviva:
- Genworth:
- ING:
- What’s Your Retirement Back-Up Plan? – NEW!
This new consumer brochure discusses the often unexpected risks to retirement security, then shows clients the benefits of using cash value life insurance in creating a flexible Retirement Back-Up Plan to help protect their retirement security as well as that of their spouse/partner.
- Term Policy eDelivery
Still sending your term policies through the mail? Term Policy eDelivery makes it easy to get the policy into the hands of your consumers electronically! Forget costly envelopes, labels and postage, save time and money by sending policies with a click of a button. – Check out the features and benefits – Get answers to your questions – Take a tour
- Lincoln Financial:
- MetLife:
- Minnesota Life:
- Upcoming product changes – effective August 17th The minimum guaranteed crediting rates will be lowered on all newly issued indexed universal life policies. In addition, the Surrender Value Enhancement Agreement (SVEA) will be modified on newly issued fixed and indexed universal life policies.
- Advantage Elite Term replaced with Advantage Elite Select Term in NY – effective August 16th
- North American:
- Industry Pulse – medicine and underwriting North American’s Medical Director offers insights into how medical advancements are impacting the industry, and how North American Company is responding.
- Protective Life:
- Transamerica:
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ACE Interest Rates changing – for the week of August 12th Threshold interest rates have increased five basis points for TransACE 2013 and TransACE CV and 10 basis points for TransACE Survivor 2013. To view threshold interest rates, click here. Sign up to receive a text message alert when ACE interest rates change. Text ACE-RATES to 36698.
- United of Omaha:
- How will you save your next UL sale? Why quote Guaranteed Universal Life (GUL) premiums to 120 when you can dial back the guarantee closer to life expectancy and save the insured big dollars over the life of the contract?
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- Genworth returns to California LTCI market The company suspended sales in the state while revamping its products.
- 13 Medicare facts LTC planners need to know These are the big ones for long-term care advisors to consider before enrollment season.
- LTCI for regular folks The best their limited money can buy may be better than nothing.
- Genworth:
- John Hancock:
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Gender-distinct rates introduced in AZ, DE, NJ, NV & SD – effective August 19th
Transition Guidelines Reminder: All applications for Custom Care III featuring Benefit Builder in the five additional states for current rates must be signed no later than August 18 th and received in the Home Office by August 26 th.
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Montana to remain on unisex pricing – reminder
Montana does not allow for gender-distinct pricing due to state regulation. As a result, all new business in Montana will continue to be priced on a unisex basis. However, effective August 19th, the couples/partner discount definition in Montana will change to reflect that couples must apply at the same time for the same policy form, be approved for coverage, and accept the individual LTC insurance policies (policy premium must be paid). The couples/partner discount rate of 30% shall remain the same. Please note: All applications for Custom Care III featuring Benefit Builder in Montana with the current application must be signed no later than August 18th and received in the Home Office by August 26th.
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National Partnership launches in MO, OH & WV – effective August 19th Important note regarding Missouri’s specific Partnership training requirement: If you have already taken this training, you must submit your certificates to the John Hancock licensing department. You will need both your 8-hour initial training as well as any current 4-hour refresher training certificates that you have. Learn more about Partnership-qualified products and training requirements. Stay tuned for complete information on updated marketing materials, applications, and producer support materials.
- Transamerica:
- United/Mutual of Omaha:
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- United/Mutual of Omaha:
- Consumer and producer tools available for DI Discounts Fill your toolbox with consumer and producer materials designed to help build a bigger, more loyal clientele.
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- American National:
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Annuity Cash is King (June 1 – November 30, 2013) Receive a cash bonus for Strategy Indexed Annuity (ASIA) PLUS sales.
- Aviva:
- Commission/bonus for TargetHorizon sales! (May 1 – September 30, 2013) All writing agents TargetHorizon 10 and TargetHorizon 10 Select applications received between May 1st and September 30th (and funded and issued by November 15th), will qualify for 50 bps bonus.
- John Hancock LTC:
- Lincoln Financial:
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Flex-Pay MoneyGuard Incentive Programs (May 1 – December 31, 2013) Earn an extra 20 points on paid first year target premium AND double PAP credit on all Flex-Pay MoneyGuard cases placed between May 1 st and December 31 st. Learn more about this and the Double Your Credit incentive.
- North American:
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1% Commission Blitz Bonus (EXTENDED: February 11 – September 30, 2013) Receive 1% Commission Blitz Bonus Special on all RetireChoice applications received between February 11 th and September 30 th.
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Annuity Sales Sizzler (July 10 – August 30, 2013) Don’t miss out on these great specials! Premium Bonus Increases 1% between July 10, 2013 and August 31, 2013 on specific annuities.
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The Great Escape (August 1 – October 31, 2013) Write IncomeChoice Fixed Index Annuity business with North American and earn travel rewards! The more IncomeChoice Fixed Index Annuity business you write, the farther you can go! Receive a travel reward along with concierge travel services.
- Transamerica:
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Spring Bonus Program (April 1 – December 31, 2013) – EXTENDED! Transamerica is offering this limited-time incentive bonus program on TransACE and TransACE Survivor life insurance policies.
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