• Indexed Universal Life
    Learn more about it.  Get answers to questions about how AG 49 Phase 2 affects your clients.  Get a refresher on it to expand your business.



  • Making permanent life insurance affordable using “laddering” strategies
  • New Podcast Series: Sound Insights
    • Now you can get on-demand access to Prudential’s thought leaders discussing the life insurance industry’s most relevant topics and trends. Start listening today!  Get details and instructions. 
  • Are You Overlooking a Tax-Free Retirement Income Source?
    Learn a strategy to help provide your clients with death benefit protection while enhancing their retirement incomes by delaying Social Security payments.


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Using the qualified charitable distribution: 5 IRA scenarios
Now permanent qualified distribution rules allow charitably inclined clients to make sizable, long-term arrangements.

Starting the annuity conversation
These simple conversation starters will help determine whether annuities are appropriate for your client – or not.

Disability insurance: 6 easy lessons on how to sell it to engineers
Medical professionals are great, but other workers also need to protect their ability to earn a living.

3 ways to bring investment mistakes to life (insurance)
Knowing how situational biases impact your clients may provide you with insight that can help your life insurance business.

How to help clients avoid mistakes in retirement planning
Why are people making mistakes in retirement planning when there are so many different financial planning vehicles out there today?

The power of asking the right questions (21 of them)
Remember that the reason we ask questions is to position ourselves as our clients’ advocates, counselors and advisors.


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  • FedEx discounts available to agencies – Learn more.






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  • AppAssist + eDelivery = 10 minutes and done! – Learn more.





  • Make permanent life insurance affordable – Learn 2 strategies.
  • Help clients start earlier to maximize their estate plan in life AND at death – Learn how.
  • New York
    • Securian’s temporary insurance solution (MC/TIA) is available at the time of application if a policy fits a specific set of criteria. Based on advisor feedback, they’ve reintroduced locked-in insurability up to $1,000,000 on approved cases.
    • The Business Value Enhanced Agreement (BVEA)is now available on Accumulator Universal Life policies only – Learn how it works.












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  • 2 important changes to Indextra FIA – effective April 15thGet details.



  • Lincoln Leader for Annuities – February 22nd editionGet it now.



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  • Explain that LTCi can protect your customers retirement assets – Learn how.


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  • Do you know when or if your clients will suffer a chronic illness? – Get the facts.


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·         Med Supp applications for West Virginia will now be accepted when signed greater than 30 days prior to a client’s Medicare eligibility date – Get details.

·         April rate adjustments for Oklahoma & Mississippi – effective April 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.




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.




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.




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.


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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.


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