March 9, 2016



  • 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.

  • What’s New in John Hancock UnderwritingDISTRIBUTOR WEBINAR
    • March 24th from 1:00 – 2:00 PM CTJoin here.
      Meeting #: 639 986 791 PW: johnhancock1
      Dial-in #: 1-866-518-0783 ID: 458 515 2



  • Making permanent life insurance affordable using “laddering” strategies
  • 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.


Back to Top


Prospecting Content to Sharefrom LifeHappens

These NEW videos were made for short attention spans, but are fast paced to keep people’s interest while still educating them.
Things to Keep in Mind About Life Insurance
4 Reasons You Need Life Insurance in Retirement
5 Times You Should Review Your Life Insurance Coverage
6 Reasons Single People May Need Life Insurance

8 tips to jumpstart your sales from the field of psychology
Have you ever wished that you had a crystal ball that told you what your customers were thinking?

Life insurers see enormous opportunity as millennials come of age
A new audience – millennials – are reaching a point in their lives where they value financial security.

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.

4 things you need to know about the Social Security spousal benefit
Here are four situations in which an individual can collect Social Security, when they can collect, how much they can collect, and how to do it.

4 tips for surfing the barrel: How to turn disruption into opportunity
The wave of change does not have to be bad … and that goes for all advisors, including life insurance agents.


Back to Top







  • Symetra reminds you of its strength and stewardship – Get details.


Back to Top





  • Signature Guaranteed UL: A Powerful Combination
    This product provides a guaranteed permanent death benefit at a low cost. And, with the Guaranteed Cash-Out Rider, it provides the customer the flexibility to receive a partial or full return of their premiums later if the need for the insurance changes. See the many sales ideas where this product can meet multiple customer needs.



  • New e-newsletter to help you position your cases for the best possible decision. – View it now.



  • This video explains what universal life insurance is and how such a policy could benefit your clients – Watch it now.








Back to Top








Back to Top





  • Privileged Choice Flex 3 Launches in NY – effective April 4thGet details.
  • Expansion of allowable cancer conditions allows more clients to obtain LTC – Get details.
  • In-Force Rate Action for California Partnership – Get details.



  • Current LTC policyholders in California are eligible to upgrade to Mutual of Omaha’s most current LTC product – MutualCare Solutions – Get details.


Back to Top




No bulletins to report this week.


Back to Top





·         Upcoming rate adjustments for Pennsylvania, Maryland and Indiana – Get details.


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.




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