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- The Power of the Safe Harbor 401(k) Plan
- Vitality Top Sellers Round Table
Mark your calendars to attend the first John Hancock Vitality Top Sellers Round Table. This important webinar will feature proven strategies from a leading producer and GA for boosting your Vitality sales.
- Life Insurance Policy Valuation – 20-minute webinar
Explore the complex world of valuing a life insurance policy in different transfer scenarios.
- LTC Captivate 2.0 Webinar
This training webinar is an easy way to learn more about how using LTC Captivate 2.0 can support your sales.
- Chronic Illness Portfolio WebinarLearn how Minnesota Life has strengthened their Chronic Illness Portfolio.
- Care Solutions Virtual University
Build your asset-based LTC knowledge, get sales ideas and more.
- Care Solutions Asset-Based LTC Annuities
- Understanding Chronic Illness and Long-Term Care Life Insurance Options
- Learn about Asset-Care III
Now is your time to learn how you can help your clients retirement money work even harder. Tune in to hear how Asset-Care helps clients effectively leverage tax-qualified funds, such as IRAs and 401(k)s, to protect their retirement from the financial risks of LTC. Get a product overview and specs, uncover potential clients and see Asset-Care III in action.
- 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 that works best for you!
- Learn about the Wealth Builder Series of Annuities
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| SALES, MARKETING & INDUSTRY ARTICLES |
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- Blending life and LTC coverage for optimal results
Mention traditional long-term care insurance (LTCI) to clients and you’re likely to encounter a chorus of objections. Combining policies is one solution. Read more.
- Insuring the financial future of the sandwich generation
Help this generation of people supporting both their elderly parents and dependent children by understanding their attitudes about insurance products. Read more.
- 15 legal issues every life insurance policy should address
Careful record keeping is essential for life insurance tax purposes, and in the event that someone legally challenges the policy. Read more.
- The time is now to start prospecting life insurance online
Prospecting – whether online or offline – isn’t something that comes naturally for most people, according to agent and author Jeff Root. His new book out today is “The Digital Life Agent.” Read more.
- Things to consider when preparing clients for the likelihood of Alzheimer’s disease
As they age, your clients will likely experience various chronic illnesses. One of the most common of them is Alzheimer’s disease. Here’s how you can help. Read more.
- Storytelling 101: 5 ways to persuade
To cut through the noise and convince someone to listen to you, you must have a compelling story to tell. Read more.
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- A step forward for A&H
Inforce policy alerts and correspondence notifications now include credit card declines when they are sent out each night to agents regarding their A&H cases, enabling easier oversight of their business and clients. Learn more.
- Get easy access to APS status
New online registration instructions for agents to easily sign-up in the EMSI system to view the Status of APS. Get started with your registration.
- Beefing up security
AIG has been implementing an authentication tool for our producer and consumer websites to strengthen the security of sensitive data and minimize the risk of fraud. Now through October 2016, they’re phasing in implementation for the consumer site – eService. Learn more.
- Have you tried the new website yet?
It has Responsive Design, ExpertOffice Integration, ExpertApp and ExpertForms. Learn more.
- New Business Status Feature – Policy Tracking via USPS
Policy tracking information is now available in the New Business Status section of ExpertOffice. See the sample screens.
- ExpertOffice now available for Android – Download it here.
- MetLife Solutions Console being discontinued
The MetLife Solutions Console will no longer be accessible at the end of August. Read the announcement.
- Louisiana Mandatory Reporting Update
Louisiana La R.S. 22:1546(B) requires producer agencies to register, under its agency license, every member, partner, officer, director, and anyone else personally engaged in soliciting and negotiating insurance policies in the state of Louisiana. Producer agencies must notify the Louisiana Department of Insurance within 30 days of the change of status of any registrant. Failure to do so will result in a $100 fine. Read the announcement.
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- Income for Life without winning the lottery
The unique Income for Life Rider, available only with Max Accumulator+, converts cash value into a guaranteed stream of income at no additional cost to the policy. Learn more.
- Ease your clients’ LTC and chronic illness expense concerns – Learn how.
- Bi-weekly premium mode has been added to Signature GUL
- Executive UL Interest Rate Enhancement
Because of the historically low interest rate environment, American National will no longer provide the non-guaranteed interest rate enhancement (i.e. the bonus) on the Executive Universal Life Insurance Policy. This will apply to both existing and new policies.
- 2016 Term Portfolio: Offering a Term Product to Meet Every Client Need
When it comes to Term, it’s good to have options. Take a look at the choices you can offer your clients from John Hancock’s Term portfolio.
- Two Simplified Underwriting Programs to Grow Your Business
Whether your clients want first-time life insurance coverage or need to increase their existing coverage, MetLife has programs for qualifying applicants that may get their policies placed in less than a week. Learn more about MetLife Class Match and Enhanced Rate Plus.
- Is life insurance the right fit for your multinational clients? See the new planning guide.
- The Business-Owner Marketing Made Easier – Learn how.
- Term Life Express can help clients protect it ALL – Learn more.
- Income Advantage provides coverage with an extra KICK – Learn more.
- Have you run a ‘What If’ illustration on GUL?
If you haven’t, you may be missing out on helping your client understand one of the key benefits of a GUL policy – the flexibility. Learn more about this new report and start running them for your clients today.
- Annualized Target Premium to be included for pending business
On August 15, 2016, Protective introduced enhancements to their pending feeds that will display annualized target premium information. The annualized target premium for pending business will be displayed on MyProtective.com, Agency Integrator and Smart Office. Annualized target premium will transmit as cases are updated throughout the day on August 15, 2016. As a reminder, annualized target premium can fluctuate as case parameters change and the value should not be considered “final” until the case has been placed inforce.
- Products available for conversion – CORRECTION – Get details.
- New Trendsetter Term Marketing Materials
Check out the latest Trendsetter flyers that you how to help clients potentially reduce insurance costs with strategies like advancing premiums and layering policies.
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- Now available!
The Income Pay Plus optional Guaranteed Lifetime Withdrawal Benefit Rider is now available on the Performance Choice fixed index annuity. Please note: Training may be required if you have not previously taken the Income Pay Plus or Performance Choice Training.
- New Threshold Participation Strategy now available in UT – Learn more.
- IncomeChoice 7 – NEW PRODUCT NOW AVAILABLE – Get details and materials.
- Newsletter for you and your clients
The Indexed Annuity Leadership Council (IALC) provides useful information on fixed indexed annuities and retirement planning topics. Click here to access the current IALC Newsletter, and be sure to share it with your clients. And, check out the IALC website to find other useful consumer resources – www.FIAinsights.org.
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- In-Force Rate Action Announcements
- Enhancements to the LTC ordering system
Learn how to order marketing materials with ease.
- Performance LTC is Transforming the LTC Industry
Scott Williams, Vice President of Long-Term Care Insurance Sales and Distribution, talk sabout how Performance LTC is Transforming the Long-Term Care Insurance Industry. Watch the video.
- LTC Sales Ideas
Get tips and ideas to tackle LTCi issues head on so you can turn your clients’ needs and concerns into sales. Learn more.
- LTC Tax Advantages for Business Owners – Learn more.
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| DISABILITY / CHRONIC ILLNESS |
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- End Dates for MetLife DI Suspension – IMPORTANT!
Sales of new Individual Disability Insurance (IDI) policies will be suspended as of September 1, 2016. The last date to place issued policies is October 31, 2016. MetLife will continue to accept New Business Applications and continue to license, appoint and contract new brokers until August 31, 2016.
- All IDI New Business Applications must be received (in good order) at MetLife’s Home Office in Tampa by September 1, 2016.
- Any IDI New Business Application received after September 1, 2016 will be returned.
- All issued IDI policies must be placed on or before October 31, 2016.
- The IDI illustration capability within the MetLife Solutions platform will end on August 31, 2016.
- Access to all sites/portals and IDI marketing materials will end on September 1, 2016.
- Only the Individual Disability Insurance business is impacted by this suspension. The Group/GSI Disability business is not affected.
- Help educate your clients about Priority Income Protection
Our newest disability product – Priority Income Protection – is able to pay your clients a monthly benefit when they suddenly become unable to work because of a disability. Learn more.
- Cancer, Heart Attack & Stroke product available on Mobile Quote – Learn how to use the app.
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- SELECT Provider Directory updates for FL, GA, IL, IN, KY, LA, MO, MS, OH, TN & TX – Get details.
- High Deductible Plan F & Plan N now available in ID, KS, ND & VA – Get details.
- Medicare Supplement SELECT now available in TX – Get details.
- Rate adjustments for ME, NV, NY, VI & WI – effective September 1st – Get details.
- Rate adjustments for AR, KS & NM – 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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Leaders of Olympus in Prague
(Qualification period: January 1 – December 31, 2016)
Get details.
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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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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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2017 Independent Leaders Conference
June 4-8, 2017
(Qualification period: January 1 – December 31, 2016)
Discover the Ritz-Carlton, Grand Cayman, a luxury resort in the Cayman Islands where sparkling turquoise waters blend seamlessly with the cerulean sky to create your perfect Caribbean oasis. Learn more about the luxury that awaits you.
View the brochure. Get qualification details. |
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