January 27, 2016


  • Feeling Taxed? Lift the burden with Life & LTC Insurance
    Learn about sales concepts, practice tools & conversation starters.

    • February 2nd from 12:00 PM – 1:00 PM CTClick here join the meeting or add it to your calendar.


  • Insure Your Love: #SHARETHELOVE
  • Get a sneak peek of the eService Center website re-design
  • RMD Solutionsan annuity webinar
    Learn about two products that can help you create a Required Minimum Distribution (RMD) solution for your clients!

  • It’s A Matter of TrustsAdvanced Markets Webinar
    If you have clients with substantial assets that would benefit from gifting to fund irrevocable life insurance trusts (ILITs), you may be interested in a Spousal Lifetime Access Trust (SLAT) for your affluent clients and, if so, you need to attend this informative webinar.

  • Underwriting Guidelines for Alcohol and Marijuana
    Alcohol and marijuana use can have an impact on underwriting, especially as legal medical and recreational marijuana use becomes more prevalent.


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Insure Your Love campaign – February 2016
Life Happens “Insure Your Love” campaign offers marketing resources to fit
any type of outreach you’d like to do; including pre-written social media content, flyers and video’s. View all the resources now.

These are the top 5 trends shaping the annuity market
Will the annuity market continue to roll along in a business-as-usual mindset
or is there a bigger and so far untapped opportunity?

5 steps to prospecting for ideal annuity clients
The right prospects can bring significant value to your annuity business.

Fitch: MetLife move has implications for global insurers
The threat of higher capital requirements could lead to further restructuring
by U.S. life insurers and non-U.S. insurers.


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  • Sign up for End-to-End Digital SolutionsLearn more.




  • New Broker Agreement and Confidential Data SheetGet details.


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  • New Index UL Withdrawal, Loan and Surrender Request FormGet details.


  • MultiLife Business Solutions enhancements
    The Guarantee Issue & Simplified Issue underwriting program just got better with increased coverage up to 250 lives and higher issue limits per life.

  • Life product portfolio availability chartView it now.



  • Help your clients understand cash valueUse this video.
  • Help your agents show their clients what
    Business Owner Life-stage Design strategies can do for their
    business, employees, family and estate – with just a bar napkin!
    Learn how.


  • You can count on Mutual of Omaha for your life insurance businessLearn why.
  • The Guaranteed Refund Option Riderflexibility that puts clients in control
    When clients purchase a qualifying GUL or GUL Plus policy, they will receive the Guaranteed Refund Option (GRO) rider automatically – at no additional cost. Following years 15, 20, 21, 22, 23, 24, 25, clients are given a window to surrender their policy and receive a percentage of their premiums back. Learn more.
  • Accelerated Benefit Riders
    Chronic Illness and Terminal Illness Riders can help alleviate some of the financial strain associated with certain medical conditions. Mutual of Omaha allows for up to $1 million in benefit – one of the highest in the industry. Learn more.
  • Introducing Income Advantage IULavailable March 1stLearn all about it!



  • 5 things agents should consider before they sell termLearn them now.


  • Provide guidance to clients’ beneficiaries after the loss of a loved one
    The new Survivor Center is an online source for clients; including emotional support resources, legal and financial advice, funeral planning, and a checklist to help them prepare for the months ahead.
  • Changes to PruTerm One Annual Renewable Term
  • 3% increase in premiums for Universal Protectoreffective February 22ndGet details.
  • Financial Planning for same-sex couplesWatch this video to learn more.
  • Do you know the critical timeline for
    1035 Matured Endowments to annuities?Learn it now.


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No bulletins to report this week.


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  • Income Pay Plus
    Optional Guaranteed Lifetime Withdrawal Benefit RiderNEWGet details.


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  • Updated MutualCare Solutions Product & Underwriting guideDownload it now.
  • LTC rate adjustmentseffective April 1stLearn more.



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No bulletins to report this week.


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  • Rate adjustment for Michiganeffective March 1stGet details.


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  (Qualification period: January 1 – March 31, 2016)


Earn a CASH BONUS on annuity sales!

Get details.



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

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

Get complete details.



A Learn and Earn Promotion

(Qualification period: June 1, 2015 – March 31, 2016)


This rewards-based program is designed to engage and motivate producers to grow sales. Through a series of videos, producers are given the opportunity to learn more about key clients — The Insurables — as well as a chance to earn prizes and a 10 percent commission enhancement. Please note: New York, Guam, Puerto Rico and non-U.S. business is excluded from the program.
Get complete details!


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