Newsletter July 12, 2017

• June & July Webinar Schedule
  Click here to visit AIG’s Event Center and register for any of these upcoming webinars.
  • Campaign In A Box – Retirement Protection
    • July 26^th at 10:00 AM and 1:00 PM CT

• DOL & Pensions: The Sky is Not Falling!
  • July 12^th at 12:00 PM CT – Register here.
  • July 19^th at 12:00 PM CT – Register here.

• How to Present an Advanced Sales Case
  • July 20^th at 1:00 PM CT – Register here.

• Free webinar about LTC protection for women
  Women are living longer than men. At the same time, women tend to be so busy taking care of others that they put aside their own needs. You can help female clients create a long-term care (LTC) strategy and face the future with more confidence. Register here for any of the available times below to learn how.
  • July 13^th at 1:00 PM CT
  • July 25^th at 10:00 AM CT
  • July 27^th at 1:00 PM CT

• Learn about the Quest Series of Annuities
  • This webinar is held every week.  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 week.  Click here to register for a date that works best for you!

• New Florida Law Affects Life Policyholders Who Want to Change Policies
  The new law, based on HB 1077, includes amendments backed by the Life Insurance Settlement Association. Read more.

• Paul Caspers appointed Western Divisional VP – Read the announcement.
• Be prepared for DOL compliance
  Did you know that the compliance burden of the DOL Fiduciary Rule rests squarely on the shoulders of individual agents? Protect yourself and fully understand your responsibilities in regards to this new rule. The “DOL Fiduciary Rule and You” online course provides a good working knowledge of what the DOL ruling is, and how it will affect the way you sell life insurance moving forward.  For more information, visit the comprehensive HDOL Resource Kit.

• Advertising compliance – Read the bulletin.

• GA Channel Marketing Update – June 2017
  In this issue:
  • Featured E-mail Campaign: Women and LTC
  • Why LTC Video
  • New from Life Marketing: Needs Based Selling Tools
  • Fixed Annuities
  • July ONE Series

• Underwriting improvements – View/Download them now.
• Help clients use life insurance for cash value accumulation
  Enhance clients’ strategy for tax diversification. Check out the on-demand training and reference the scripted presentation for valuable education on why life insurance can be used for cash value. Want more info? Check out the Too Cool for School series – it’s an Index Universal Life (IUL) market education series available any time at your convenience.

• Independent Voice Newsletter
  In this issue:
  • Supplemental Retirement Income & Signature IUL – case study
  • Retirement Plans – A Great Sale!
  • DOL Fiduciary Rule Training
  • What’s New…

• Financial Insights
  Make every client conversation as productive as possible. Here’s a selection of insights to do just that.
• Chronic and Terminal Care Rider
  The Chronic and Terminal Care Rider can now be issued with Premier Accumulator Universal Life (PAUL). Learn more.

• A-LIST Term refresher – View the update.

• Teaming up Income Advantage with Term Life Answers
  Learn how teaming an Income Advantage policy up with a Term Life Answers policy may be an ideal solution for clients who want to plan ahead for retirement, but also have a larger temporary life insurance need.
• Expense Charge Summary now available for Income Advantage
  You now have the option to add an Expense Charge Summary page to your Income Advantage IUL illustrations.

• Delivering the Difference Newsletter – July 2017
  In this issue:
  • A message from the VP
  • New product coming soon
  • Policy Review
  • And more

• Care Solutions News – June 2017
  In this issue:
  • Rate Calculator Update
  • §ew concept report – Planning for Every Possibility
  • Revamped Asset-Care IV funding options brochure
  • Enhanced OneSource Online features
  • OneAmerica in the news
  • Operations updates
  • Webinar opportunities

• Increased online capabilities for agents – Learn more.
• Compliance requirements for Life & Annuity advertising – Learn more.
• New online customer service features – Learn more.

• Life Essentials Newsletter – July 5^th
  In this issue:
  • Department of Labor (DOL) Fiduciary Rule Update
  • Founders Plus Product Caps and Rates Changing
  • Introducing PruLife Essential UL
  • Underwriting changes for sales to Foreign Residents
  • New short film to help spark conversations with clients
  • Making the Retirement Healthcare Costs conversation easier

• Survivorship UL-G – Read the product update.

• DOL Fiduciary Rule compliance
  Even with the delay in the DOL Fiduciary Rule, some components of the Rule became applicable on June 9, 2017. Please carefully read this Compliance Bulletin regarding sales of annuity contracts as of June 9. It outlines their understanding of your obligations and role. Also as of June 9, 2017, AIG is requiring an attestation from the writing agent that the agent is conducting business in accordance with the Rule when selling annuities. The attestation is included under the existing “Financial Professional’s Statement” or “Agent Certification” signature page of the Owner Acknowledgement and Disclosure Statement (versions 6/17).

• Demonstrate the power of diversification! – See how.

• North American News – June recap
  In this issue:
  • Help clients solve the RMD puzzle with new consumer-friendly materials
  • Determine which products fit your client’s needs
  • Replays
  • Customize your new radio ad
  • And more
• Great 5-Year MYGA rates from this A+ rated company – Learn more.

• Annuity and Asset Sales – June 30^th
  In this issue:
  • The art of the rollover – are you seizing the opportunity
  • June was Annuity Awareness Month
  • The Department of Labor Fiduciary Rule: Rules of the Road
  • Journey Sales Concept Webinar
  • And more

• Have you tried the LTC e-App?
  It’s so easy you may never go back to paper. Take a look at these key advantages of using the LTC e-App.

• Over 100 years of promises kept
  Mutual of Omaha is a company clients can trust. Since 1909, they’ve remained a leader in the disability income insurance marketplace. See their Promises Kept flyer.

• One Company/One State for Wisconsin
  Effective August 1, 2017, only Medicare supplement in Wisconsin underwritten by United World will be available for new business and conversions through individual agents. Only United World Medicare supplement applications in Wisconsin dated on or after the effective date will be accepted for new business. Read the bulletin.

2018 IMG Conference – Riviera Maya

(Qualification period: January 1 – December 31, 2017)

Earn your way to the 2018 Independent Marketing Group Conference at the Grand Velas Resort in Playa del Carmen, Riviera Maya Mexico.

Get complete details.

Earn an Apple Watch

(Qualification Period: May 1 – August 31, 2017)

Earn a chance to win an Apple Watch by submitting life applications through ExpertApp.

Get complete details.

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2018 Independent Leaders’ Conference

Spend five days and four nights from May 15-19, 2018 at one of the finest hotels Maui, Hawaii has to offer – the Ritz-Carlton Kapalua.

Download the venue brochure.
See the producer qualifications.
See the Marketing Organization qualifications.
Check out this video to learn more!