• Why Life Insurance for Cash Accumulation
    • March 16th at 11:00 AM CTJoin the meeting.
      Dial-in: 888-535-6454  Meeting #: 9136363#
  • American Pathway Deferred Income & American Pathway Immediate Annuities
    Learn how they work.

  • QLAC Overview
    Learn more about the NEW Qualified Longevity Annuity Contract (QLAC) with the American Pathway Deferred Income Annuity. QLAC may be a good option for your clients.

  • Social Security Savvy
    Get an understanding of the choices, how to decide when to start, and strategies to help maximize retirement income.

  • Performance LTC Overview
    Learn more about this exciting product.

  • Performance LTC Top Sellers Round TableSAVE THE DATE
    Mark your calendars for Wednesday, March 23rd at 2:00 ET to attend a webinar that features a leading producer sharing strategies that can help boost your Performance LTC sales. Details and link to register to follow.
  • What’s New in John Hancock UnderwritingDISTRIBUTOR WEBINAR
    • March 24th from 1:00 – 2:00 PM CT – Join here.
      Meeting #: 639 986 791 PW: johnhancock1
      Dial-in #: 1-866-518-0783 ID: 458 515 2
  • Term Sales Made Easy
    Learn about streamlining the application and policy delivery processes, the 10 minute drop ticket process, LGA’s double check and their concierge case management system.

    • March 24th at 1:30 PM ET – Join the meeting.
      Dial-in: 860-970-0010 Access Code: 263-645-745#


  • Making permanent life insurance affordable using “laddering” strategies


Back to Top


What are you waiting for? Take action, now!
Here’s how NOT to get frozen in the “but we don’t know how to do it” mentality and
actually make that change happen.


Back to Top







  • Where to call for questions on in-force traditional life insurance and fixed annuity business – Get details.





  • Monthly Market Overview – February 2016 editionRead it now.


Back to Top









  • Protection UL with Vitality has expanded issue ages & lower rates – Learn more.



  • OPTerm 25 – new term productGet details and materials.
  • New “Get More” fact sheet for brokers – Download it now.
  • Voice signature option NOT allowed for AppAssist applications in CT
    Effective immediately, the state of Connecticut disallows voice signature. According to CT bulletin S-16, the completed application must be delivered for review and signature prior to the delivery of the contract.  Delivery may be electronic and electronic signatures are acceptable. Voice response signatures during data collection by a non-licensed individual are not permitted as a signature on the application. Because of this, a voice signature option will not be offered with AppAssist applications solicited in Connecticut. The customer will receive the completed application via FedEx with instructions to sign all forms. A return envelope will be included.



  • Lincoln Leader for Life – March 7th editionView it now.



  • Premier Accumulator Universal Life offers:
    • the death benefit protection clients need
    • policy values not directly affected by market volatility
    • the ability to access the policy’s cash value quickly and without substantial penalties
    • Find out more.
  • New form required or all NY domiciled cases pending 90 days or more – effective March 21stGet details and download the form.
  • The Long Term Care Acceleration of Death Benefit Rider (LTC ADBR) for Promise Whole Life is now available in Florida – Read the bulletin.
  • Enhancements to MetLife Solutions illustration system – Learn more.
  • Life Insurance as an Asset Supplement Report now available for whole life products – Learn more.
  • Read about the Additional Person Designated to Receive Lapse and Termination Notices requirements for California & Florida, Maine and Vermont
  • Use the new EPC-Short Form for Policy Change Requests. Learn more.
  • Employer-Employee Request for Proposal for Dual Executive Benefit – Get it now.
  • Anti-Money Laundering (“AML”) training update – Get details.





  • NEW S&P 500 Calculator can help you talk with clients about their investment decisions in regard to Income Advantage IUL – Learn more.
  • IUL sales ideas to help you get in front of the right customer – Get them now.
  • An important reminder to submit the allocation form with your IUL application – Get details.




Back to Top







  • Palladium SPIA allows access after 3 years and 8.82% cash flow – Get the details.




Back to Top









  • The definition of spouse and partner has been updated for MutualCare Solutions in California. Get details.


Back to Top








Back to Top





·         New product in MS & SD; as well as new High Deductibe Plans F & N – Learn more.

·         New High Deductible Plans F & N in AZ, GA, IA, MI, MO, OK, OR, WV & WY – Learn more.

·         New Plans F & N in NE & NC; as well as rate adjustments for Plans A, F & G – Learn more.

·         May rate adjustments for OR, AZ & UT – Learn more.


Back to Top





  (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.




Performance Elite Winter Annuity Sales Incentive

(Qualification period: January 18 – March 31, 2016)

Earn a bonus of up to 100 basis points on qualifying Performance Elite production.

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: January 1 – 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.


Fast Cases/Fast Money Bonus Program

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

Earn $500 or more in American Express gift cards – up to $5,000 total per agent! 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 1st and May 31st (and paid for by July 22nd), agents will earn $500 in Amex cards. Submitting five additional policies which meet these criteria will earn you another $500!
Get 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!


The Insurables Grand Prize Sweepstakes

Transamerica is giving away a luxury vacation package to three lucky winners. All you need to do is complete all six of The Insurables video modules by March 31, 2016 and:

Sell at least $10,000 of premium with Transamerica during The Insurables program period;


Mail in a Grand Prize sweepstakes entry form by March 31, 2016.


See rules for details.


Back to Top


Back to Top