June 1, 2016



  • Power Protector Index Series
    Learn about volatility control, the income rider option; and get an overview of the products.

  • ML Strategic Balanced Index
    Learn how it works and the upside potential while smoothing out market volatility.

  • Foresight Illustration Training

Learn how to use Foresight, watch an online web demo and discover how to understand the illustration.


  • Overview of Lincoln TermAccel

Dial-in: 888-764-3633 Access code: 3489003

Dial-in: 888-764-3633 Access code: 3489003


  • Creating a Diversified Retirement Strategy using Life Insurance



  • Top 10 differences offered by North American IUL
    North American’s IUL products offer 10 powerful differences. Find out how these distinctive features deliver value for your clients and for you.


  • A New Way To Present UL Protector and SUL Protector

Get a guided tour of the new presentation to see how it will benefit you and your clients. Also, get highlights on some updates to the UL Protector product.

    • June 13th at 1:00 PM CT – Register here.
      Dial-in: 877-604-2517  PW: prudential  Conference ID: 90467829



  • Learn about the Quest Series of Annuities
    • This webinar is held every Monday and Wednesday at 2:00 PM CTClick here to register for a date and time that works best for you!
  • Learn about the Wealth Builder Series of Annuities
    • This webinar is held every Tuesday at 1:00 PM CTClick here to register for a date and time that works best for you!


Back to Top


Millennial consumers, mobile use and insurance sales
While Generation Y recognizes the importance of insurance, young adults tend to be price-sensitive.

Do’s and don’ts of indexed annuities
There’s a proper way to discuss these popular products.

The longevity gap: a study in contrasts
Whereas the longevity gap between rich and poor is increasing among older people, the gap is decreasing when measuring mortality rates starting at birth.

4 reasons why your clients need IUL

3 ways to use gap analysis to convert prospects into clients
The larger the gap a prospect sees between where he is today and where he could be with your product or service, the greater his desire to buy will be.


Back to Top








  • FPA Membership Promotional Code
    In 2016, Lincoln National advisors can join or renew their FPA membership directly online at any time and still receive the negotiated 15% discount off the membership rate.  Use Promo Code:  LFN2016. Get details.


  • USADATA Promotion
    Get $10 off your next order plus a chance to win a Sony HD Camcorder. Learn more.
  • Reminder of state licensing requirements for GA, KS, MA, MT, NM, PA & VA
    Knowing the state licensing requirements can help avoid delays or nonpayment of compensation. Get details.


Back to Top






  • New IUL selling tools:
    • Share this video with clients to simply explains IULs
      This short animated video explains the benefits of cash value accumulation IUL.  It’s great for client prospecting.
    • Educate clients on the power an IUL has in their portfolio
      Life To The Max” is a tool that:

      • Does NOT require a user ID or password
      • Works on any internet-enabled device
      • Addresses potential challenges to a successful retirement
      • Provides scenarios/solutions to potential retirement challenges
    • Deploy ready-to-go promotions & client prospecting
      Campaign in a Box” program contains:

      • Conversation starters: infographics & sales ideas
      • Promotions: enewsletter stories, emails, training package
    • Share a tax diversification strategy to expand your IUL clientele
    • On-demand training to expand your knowledge of IUL’s


  • AppAssist enhanced with the new APPcelerate Automated Underwriting!
    LGA’s complete end-to-end digital solution is here! Available through their AppAssist program, APPcelerate is an automated underwriting system that can speed qualified applicants through to approval with no medical exams, labs or APS’s. Learn more.
  • HIPAA forms updatedGet details.


  • AdviceNext – On a Roll to Retirement
    This new Sales Theme helps agents begin conversations about Social Security claiming strategies with your clients.


  • Read the story of John the agent and his client Pam
    Many of John’s clients need additional life insurance – Pam was one of them. Unfortunately, Pam recently lost money in the markets that she wanted to leave behind to her loved ones. She approached John looking for a better way to help protect her family and accumulate cash value. John had a product in mind that could help.  Find out what happened.



  • An easy way to share client videos
    Securian’s YouTube channel hosts their most popular videos. They are a great way to help explain the importance of life insurance to clients. Video’s include:

    • Benefits of Term Life Insurance
    • Benefits of Permanent Life Insurance
    • Understanding Cash Value Life Insurance
    • Life Insurance as a Financial Tool (LIFT) Overview


  • Income Advantage IUL Crediting Strategies
    Give clients flexibility and control with Income Advantage’s three crediting strategies. It allows policyholders to allocate their account values and future premiums across any of the three strategies as they see fit. A fixed account is also available, if desired.
  • Product suspensions for New York
    Due to the New York regulatory environment for term products and products with secondary guarantees, Mutual of Omaha will be temporarily suspending sales for our Term Life Answers (TLA) and our GUL, GUL Plus and GUL Survivor in New York only.  Learn more.
  • Medication exclusion list for Living Promise Final Expense productLearn more.
  • Retirement Planning Concept Illustrations can help you sell IULLearn more.
  • An illustration for some of the “What If” scenarios in lifeView it now.



  •  New Accelerated Underwriting ProcessreminderGet details.


  • The ROP Rider provides flexibility should the need for coverage change
    Available on Symetra UL-G for an additional cost, this optional rider provides the opportunity to receive back up to 100% of premiums paid at the end of either the 20th or 25th policy year should clients determine that insurance coverage is no longer needed. View this case study to see how exercising the ROP rider worked for Robert.
  • Symetra SUL-G beats the competition
    When looking for survivorship options with a guarantee, look no further than Symetra SUL-G. In addition to the low premiums, It provides:

    • Optional Charitable Giving Benefit:
      Available at issue and at no additional cost, this provides an additional 1% of the base policy’s face amount (up to $100,000) to the policyowner’s qualified charity of choice.
    • Optional Estate Preservation Rider:
      This provides additional term insurance coverage if both insureds die within the first four years of the policy.
  • The Chronic Illness Plus Rider provides additional flexibility for clients
    As clients get older, they may become more concerned about the financial effects of chronic illness and long term care. View this success story to see how one producer helps alleviate his client’s chronic illness concerns with Symetra UL-G and the Chronic Illness Rider.
  • Generate more life sales while helping clients add predictability to their investment portfolios
    Have your agents download the new interactive Leveraging Alternative Assets Playbook to introduce clients to a life insurance strategy that can insulate a portion of their investment assets slated for wealth transfer from the market’s ups and downs.


Back to Top





  • How does a fixed annuity estate-planning strategy work?
    If you have clients wanting to leave a legacy that’s tax deferred now and generally avoids probate later, view this case study for help.



  • ANICO Strategy Indexed Annuity has FOUR One Year StrategiesLearn more.






  • Exclusively for YOU!
    Customizable marketing emails and other pieces are now available to North American’s distribution partners to help promote North American annuities and services. You’ll find them under the MGA Access tab on the North American website. Download the instructions.
  • Important DOL updateRead the bulletin.


Back to Top





  • TrueView Underwriting makes LTC more accessible
    Genworth’s new underwriting approach is making long term care insurance more accessible to your clients so they are better able to protect their assets, stay at home and not rely solely on their family and friends to provide their care. Read this case study to see how TrueView Underwriting worked for one client living with Type 2 Diabetes on insulin.


  • New LTC Mobile Quote App
    Quickly run quotes whenever and wherever with this easy-to-use mobile app.
  • Medical Information Bureau will now be used for LTC productsLearn more.


Back to Top





  • Save time with the DI Tele-Application
    The DI tele-app facilitates a faster application process, limits asking medical questions, and reduces the need for call-backs to your customers by allowing trained nurses to gather clients’ medical information. Learn more.
  • Disability Insurance is key
    How would clients manage mortgage or rent payments, buy groceries or pay bills if an injury or illness suddenly prevented them from working? Disability Insurance is the key. Watch this video to learn more.


Back to Top




·         SELECT Provider Directory updated for AR, GA, KY, LA, MS, MO, OH, OK, TN & TX – Learn more.
·         Plan N rate adjustment for PA – Learn more.
·         Modernized rate adjustment for CT, SC, WV & TN – Learn more.
·         Standardized rate adjustment for SC & KS – Learn more.


Back to Top







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.




Disability Insurance Growth Challenge

(Qualification period: ENDS JUNE 30, 2016)


Get rewarded for increasing your business in the first 6 months of 2016 in comparison to your business in the first 6 months of 2015.

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.


Back to Top


15% Discount for InforcePRO


TMA has negotiated a 15% discount for TMAdistributors who sign up for InforcePRO.


This brochure serves as an introduction to TMA distributors who have not yet become familiar with InforcePRO.  You may also call 888-433-2254 to call for additional information or to sign up.

In order to receive the 15% discount, you will need to let InforcePRO know that you are a TMA distributor when you sign up.


Back to Top