August 3, 2016





Get ready for  Life Insurance Awareness Month.

  • Here’s Your LIAM Action Plan
    This webinar will give you an overview of all the great new resources that Life Happens has created for this year’s Life Insurance Awareness Month, which takes place in September.


  • Social Security Savvy
    Understanding clients’ choices, how to decide when to start and strategies to help maximize your clients’ retirement income.

  • Generating Income for the Income Generation
    Avoiding income hazards and optimizing retirement income.

  • Turn data into powerful consumer-friendly IUL presentations
    Learn how to turn columns of numbers into a compelling life insurance story…and help you close more sales.

    • August 10th at 11:00 AM CT – Join the meeting.
      Dial-in:  888-535-6464  Access code 9136363#
    • August 11th at 3:00 PM CT – Join the meeting.
      Dial-in:  888-535-6464  Access code 9136363#


  • eSignature Eases Electronic App Submissions
    Learn how by attending this introductory webinar.


  • Strengthening our Chronic Illness Portfolio


  • Care Solutions Virtual University
    Build your asset-based LTC knowledge, get sales ideas and more.

    • Asset-Care III – Qualified Money: An RMD Strategy
    • Stable, Predictable, Guaranteed: Asset-Based LTC Paid for Annually
    • 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
    • This webinar is held every Tuesday at 1:00 PM CT.  Click here to register for a date that works best for you!


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  • Americans want solutions that can increase income in retirement
    Half of respondents say they feel that it is “very” or “extremely important” for a product to offer the possibility for income increases over time. Read more.
  • MetLife shelves 148-year-old U.S. retail brand for ‘Brighthouse’
    The insurer is seeking to give a fresh identity to the U.S. operation that offers annuities and life policies to individuals. Read more.
  • Retirement planning for small business owners
    Your clients who own small businesses may be so focused on day-to-day operations that they are forgetting retirement and succession planning. Here is how you can help. Read more.


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  • Licensing reminder
    Do your agents need an appointment to submit an application?  Not always.  Do they need a license? You bet! View the reminder.


  • QuickPredict Tool is being discontinuedeffective August 12thRead more.
  • Class Match is launchingeffective August 1st
    MetLife’s latest underwriting program will let your clients double their current coverage at the same rating class. Learn more.



  • Joint/Secondary Servicing Reps now have more access
    Secondary Servicing Reps can now:

    • Be added and removed at a policy level by contacting Securian’s Life Customer Contact Center
    • View important policy information on the eService Center
    • Run inforce web illustrations
    • Additionally, the eService Center now offers the ability to assign a primary representative to a client’s individual policy. Previously only one primary rep could be assigned per client.



  • Inforce Business – Service Level Update
    Due to a recent influx of inforce illustration requests, the team has temporarily increased service levels to 10-15 business days to handle the increased volume. Please wait at least 10 business days before following up with a status request. The team is working hard to bring the response times back to the normal level of 7-10 business days; your patience is appreciated.


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  • Built-in feature increases benefits at no additional costLearn more.
  • Updates to Accelerated Access Solution chronic illness riderLearn more.
  • The “If Strong Index Performance” feature
    This feature is included with Value+ Protector at no cost and provides a one-of-a-kind liquidity option to your clients. Learn more about IUL.
  • Solve Options clarified
    When you don’t get your expected illustration outcome, the Solve Option maybe your problem… Check out solutions for “re-solving” it when running Max Accumulator+ illustrations. Become a Max Accumulator+ pro.
  • New Power of Attorney proceduresRead more.
  • Update to Foreign Guidelines for TurkeyRead more.


  • Premier Accumulator Universal Life (PAUL)
  • Save clients time & money with Enhanced Rate Plus underwriting. Learn more.


  • Illustrations received a design & content overhaulView sample.
  • Sell more permanent life insurance with the newest consumer videos
    The Retirement video and the Estate Maximization video show how clients can use permanent life insurance to help:

    • Fill their retirement income gap.
    • Minimize income taxes in retirement.
    • Maximize the assets they pass on to their family and charitable organizations.
  • Take BOLD action to advance your client’s business
    Use the new BOLD consumer brochure to kick off a simple conversation about the customized life insurance solutions you bring to your business owner clients that can help them, their families, their employees and their business. Also download the BOLD advisor guide.


  • New Winflex Report for GUL
    When clients ask ‘What If?’ you will have the answers. Learn more.
  • TLE Living Benefit Riders are now available
    Effective August 1, 2016 Term Life Express (non-ROP policies) now include three new, no-cost accelerated death benefit riders. Download the new brochure.
  • IUL: Which crediting strategy should you recommend?
    Income Advantage IUL offers multiple crediting strategies and your clients may wonder which one to choose. These guidelines can help your clients make their decision.


  • New for SimpleSubmit!
    You can now elect to bypass the online paramed scheduling tool within SimpleSubmit in order to schedule the exam directly with the exam company of their choice. Learn more.
  • HIV Consent Form revision for IowaGet details.  Download the new form.



  • The GoodLife Rewards Program has been enhanced
    This new case study illustrates how underwriters apply credits to provide your clients’ our best offer.
  • Sale to a Defective Grantor Trust
    A sale to a defective grantor trust might be right for your clients if they own highly appreciated and income-producing assets and are concerned those assets may be subject to transfer taxes. This new flier and supplemental illustration show how you can help guide clients through the potential benefits of using this strategy.
  • The Chronic Illness Plus Rider – Same key benefits.  Better Pricing!
    When you compare Symetra UL-G’s Chronic Illness Plus Rider to the competition, you’ll find the same great key benefits, but at a lower price. Check out this new competitive flier.


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  • American Pathway  Immediate & Deferred Income Annuity rates increasedeffective August 1st
    View the updated rate sheet for August 1, 2016.
  • Help clients retain more of their savings by reducing RMDsLearn how.



  • New SPIA rateseffective August 1stView them now.
  • New strength flyerDownload it now.
  • Indextra Rate-Lock Added
    A 10-day rate lock will be available with Indextra fixed indexed annuity cash-with-application business signed August 2, 2016 or later. This aligns with the other fixed annuity products. Learn more about Indextra.



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  • Change to Household Discount & Corresponding Form in MTGet details.



  • Advantages of Traditional LTC
    A traditional LTCi policy remains a viable way for your clients to protect themselves from the financial risk of needing LTC services. Learn more.


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  • Medicare Supplement Marketing Credits
    When you sell Medicare supplement underwritten by Mutual of Omaha or one of its affiliates you could earn marketing credits that are as good as cash. Learn more.
  • Rate adjustments for IA & NMGet 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.





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.







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.






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.



Fast Cases / Fast Money (EXTENDED THROUGH AUGUST 15, 2016)

(Qualification period: March 1 – August 15, 2016)

For every five term or whole life policies submitted through SBLI’s ZipApp drop ticket with an annual premium of $500 or more between March 1 and August 15, 2016 and paid for by September 30, 2016 agents will earn $500 in Amex cards. Submitting five additional policies which meet these criteria will earn an additional $500, up to a maximum of $5000!

Get complete details.


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