December 14, 2016







  • The American National Solution – Part 3
    In part 3 of this webinar series, you’ll take a look at how to set up a plan, how American National supports and provides full service to your clients and how you can start earning bigger commissions today! (Take a look at Part 1 and Part 2 if you missed them.)


  • 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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Finish Strong in 2016!

Year-end dates have been added to the TMA website and continue to be updated.

Simply log in to the TMA website and choose “Year-End Deadline Dates” from the menu on the left.


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  • Why millennials are more interested in saving for retirement
    In order to overcome trust issues among millennials, advisors need to consider a different approach and a completely new way of thinking. Read more.
  • Compliance expert answers 7 looming fiduciary rule questions
    EY’s Ben Yahr talks about what to expect with the DOL’s April 2017 deadline on the horizon. Read more.
  • Time to revisit cash value life insurance
    Having cash available inside a permanent life insurance policy is the part of the story that really resonates with clients. Read more.
  • Advanced tax time planning: 15 life insurance considerations
    Life insurance is a unique asset with distinct taxation issues. Read more.
  • 5 ways to go above and beyond for your clients
    Updating aging estate plans and bringing other advisors to the table are two ways you can provide exceptional value to your clients. Read more.
  • 18 reasons for making indexed UL part of your portfolio
    Indexed universal life insurance is experiencing double-digit growth. If you’re not selling IUL, the competition is out there getting the business. Read more.
  • The revolution in impaired risk underwriting
    Impaired risk underwriting isn’t what it used to be. Read more.


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  • SBLI Brokerage launches NEW Term Website
    Get information about SBLI Brokerage’s great new accelerated underwriting program and complimentary marketing materials on their new website – www.sblibrokerage.com. You’ll find everything you need; from customizable agency materials to help you support and recruit agents, to consumer marketing materials to help your agents prospect.


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  • Concerns vs. value of GUL and IUL
    Unsure if the risk of a cash value life insurance product outweighs the rewards? Watch this WEBINAR REPLAY to learn more; along with sales ideas for long-term care and business insurance.



  • Check out their YouTube channel!
    View some of their most popular videos, including:

    • Benefits of Term Life Insurance
    • Benefits of Permanent Life Insurance
    • Understanding Cash Value Life Insurance
    • Life Insurance as a Financial Tool (LIFT) Overview
    • Visit their YouTube channel now.


  • Term Life Answers
    Term Life Answers offers protection, competitive premiums and liberal conversion privileges. Learn more.
  • A Guide to illustrating Income Advantage IUL
    It’s common for an IUL to be illustrated using a minimum-face, maximum-funded premium scenario. This guide helps take you step-by-step through running this type of illustration.
  • Offer protection that’s guaranteed
    All guaranteed universal life insurance products are not the same. Make sure you’re offering your clients the guaranteed protection they need today; plus options that provide flexibility in the future. Watch this video to learn more.


  • When your choose IUL for your clients, you’ll become a hero too
    Starting December 7, 2016, you can become a hero in more ways than one. When you sell a Protective Indexed Choice UL policy, you can help support one of the three worthy causes below. Learn how. We all know that helping a family gain the protection of life insurance is an honorable act. Now that action will result in an even more heroic event: supporting our communities and becoming a hero for those who need it most.


  • Tips to help protect your clients retirement from taxes
    Adding life insurance to your planning tool box provides your clients with both a death benefit and a unique combination of tax benefits. Some of our policies build cash value that accumulates tax-deferred. And, your clients can access that cash to help supplement their retirement income, generally income-tax free. Learn more.


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  • Product, Rider and Rate changeseffective December 13th
    Read the bulletin for links to updated materials and new business information.

    • Fixed Index Annuity changes
      • NAC IncomeChoice Lifetime Payment Percentages (LPPs) will now be age banded every 5 years.
      • NAC BenefitSolutions and NAC BenefitSolutions II Guaranteed Lifetime Payment Amounts (LPAs) decreased.
    • Guaranteed Lifetime Withdrawal Benefit (GLWB) Rider changes
      • Income Pay Plus is no longer be available on Performance Choice 8 Plus and 12 Plus, roll-up rate reduced from 6.25% to 6.00% and LPPs will now be age banded every 5 years.
    • Rate change
  • The Power of GLWB Stacking
    With the NAC IncomeChoice Fixed Index Annuity Series, you can offer your clients a built-in guaranteed lifetime withdrawal benefit (GLWB) feature at no additional charge. Pump up the volume with a 2% guaranteed roll up plus 150% of the dollar amount of interest credited. Learn more.
  • Updated products in CA
    Effective December 13, 2016, the updated versions of the North American Charter Plus and Performance Choice fixed index annuities have been approved in CA. Click here for a summary of changes, new business guidelines, updated materials and more.




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  • TrueView Underwriting – because nobody’s perfect
    Long Term Care Insurance is important to you and your clients… whether they’re in perfect health or not. Do you have clients you assume would never qualify for long term care insurance due to conditions like diabetes, prostate cancer or hepatitis B? Well, it’s time to take another look! TrueView’s improved underwriting processes address the real needs of real people. Check it out.


  • Discontinuance of Individual LTC Insurance Sales
    • Required information for Distribution Partners in NCGet details.
    • Important dates to know
      Please refer to the following schedule of important dates relating to the wind-down of current cases. Read the complete announcement here.

      • December 2, 2016 was the last day to submit applications.
      • December 16 2016 is the last day to complete paramedicals.
      • All policies must be issued and paid for by February 10, 2017.


  • Wisconsin Third Party Designee Notice
    Effective immediately, notifications will be sent to policyholders in the state of Wisconsin and their designated third party when a new policy is issued, or when the policyholder changes their designated third party. The notice instructs the person to correct their name and address if needed, and explains their rights and duties as a designated person.  A copy of the notice is also sent to the producer.
  • Revised MutualCare Solutions Product & Underwriting GuideGet details.


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

(Qualification period: ENDS December 31, 2016)


Get complete details.

 iPad Pro Contest

(Qualification period: ENDS December 31, 2016)

Qualify for as few as 9 life sales.  (Only policies sold through ExpertApp are eligible.)

Get complete rules and details.





Leaders of Olympus in Prague

(Qualification period: ENDS December 31, 2016)
Get details.




Perfomance LTC 2016 Producer Bonus Program

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

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

Get complete details.



Year-End Crunch Contest

(Qualification Period: Cases submitted after November 1 and paid for by December 31, 2016)

Get complete details.


Earn up to $500 for selling CareShield!
(Qualificaton period: ENDS December 31, 2016)

Within the qualification period, agents will receive a $300 Visa gift card for two paid CareShield applications or a $500 Visa gift card for three paid CareShield application.

Get complete details.






2016 EPIC Reward – Elite Producer Club

(Qualification period: EXTENDED to March 31, 2017)

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


Learn how.






2017 Independent Leaders Conference 

June 4-8, 2017 

(Qualification period: ENDS 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.


Elect To Sell SIUL This Fall!

(Qualification period: September 15, 2016 – March 31, 2017)

Prudential is giving you the opportunity to earn an additional 20% compensation on new Survivorship Index UL business.

Get complete details.




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