May 18, 2016





  • IUL Training
    Download the schedule and instructions here.

    • Cash Value Accumulation Product Overview
      • May 18th at 11 AM CT
      • May 26th at 9:00 AM CT
    • Death Benefit Protection Product Overview
      • May 27th at 9:00 AM CT
    • New Interactive Sales Tool Overview
      • May 24th at 3:00 PM CT
    • A Deep Dive into Indexed Strategy
      • May 26th at 2:00 PM CT
  • Social Security Savvy
    Get the information you need to understand your choices, decide when to start, and strategies to help maximize your retirement income.

  • Generating Income for the Income Generation
    Learn how to avoid income hazards and optimize retirement income.

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


  • A Power Planning Technique for Wealthy Families20-minute advanced market webinar
    Using the Private Spousal Irrevocable Life Insurance Trust (ILIT) to ramp up the benefits you provide your clients!

  • Performance LTC Overview
    John Hancock has had an amazing response to the Performance LTC overviews they’ve been conducting since they introduced the product training. If you haven’t had a chance yet to learn more about this exciting new product, attend one of the sessions below.


  • All About Illustrations
    Discover how illustrations can be one of the most effective sales tools available. From a simple walk through to specific concepts, we’ll show you how illustrations can help transform how you do business.


  • 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 2:00 PM CTClick here to register for a date and time that works best for you!


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Critical issues that will make or break an aging America
Age Wave CEO Ken Dychtwald lists five critical issues that need to be addressed to help the growing aging population.Estate & retirement planning together: constructive or conflictive?
Adding retirement planning to your value proposition may be a winning strategy when working with estate planning clients.

4 juicy disability insurance awareness market segments
The Council of Disability Awareness is hoping agents will be thirsty for prospecting ideas.

5 Best Practices You Can Start Using Today
Read about the best practices that have helped an 11-time Top of the Table qualifier with MDRT. Get her tip on bringing up life insurance in your client conversations.

The 7 Wonders of Life Insurance
This is a good list to pass along to clients and prospects, or as just a great reminder of all the things that life insurance can do.


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  • Name change for Accordia!
    Global Atlantic has unified its businesses – including Forethought and Accordia life – under the Global Atlantic brand. This unification will provide a simpler story and gain increased scale to build brand awareness and smooth the sales process. Learn more.
  • The latest update on policy conversion – Read it now.


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  • Updated AML Training Requirements – Learn more.
  • New Simplified IUL Portfolio
    Introducing Max Accumulator+ and Value+ Protector. One offers cash value accumulation and the other features death benefit protection. Together, they aim to provide for any potential IUL need.
  • Training for the new simplified IUL Portfolio
  • What’s old is new again
    The Accelerated Access Solution – a Chronic Illness benefit rider – has been updated. Why all the buzz? Permanency requirements have been removed, the lifetime benefit cap is now $3 million, and no extra licensing is required to sell it. Review the availability map.
  • Drive sales with the new “Life To The Max”
    The new consumer-approved interactive sales tool – Life To The Max – can help your agents plan their clients’ road to retirement and beyond. It’s easy to access – no user ID or PW required.
  • Help clients pay their initial premium quickly and easily
    Have your agents share this ePay Consumer Guide with them.



  • John Hancock Term with Vitality
    The new John Hancock Term with Vitality features an outstanding competitive position – ranking #1 in many scenarios. Take a look at how it compares both on and off the spreadsheet.
  • SmartProtect Term with Vitality
    The new SmartProtect Term with Vitality offers competitive premiums and streamlined underwriting decisions – simplifying the process for clients and helping your agents place more business. Learn more.
  • The John Hancock Vitality HealthyFood Benefit
    This HealthyFood video featuring chef Tom Colicchio – restaurateur and head judge on Bravo’s Top Chef – shows how your clients can save up to $600 a year when they make smart choices at the grocery store.


  • The HealthyFood White Paper
    This white paper introduces the new HealthyFood feature of the John Hancock Vitality solution and takes a research-backed approach to the importance of healthy eating and its impact on living a longer and healthier life. Read it now.
  • Life insurance available to people living with HIV
    John Hancock now offers term and permanent life insurance coverage to applicants living with human immunodeficiency virus (HIV) if they have had a favorable clinical course with a successful response and adherence to antiretroviral therapy (ART). Learn more.



  • Life insurance product launches and communications preview
    Here’s advance notice of Lincoln’s launch campaign for the TermAccel product/process; as well as the available tele-app for LifeElements.
  • LincXpress
    Lincoln has streamlined their processes to make the new business experience better for your agents and their clients. Learn more.
  • New competitive term with a fully electronic process – Meet TermAccel!



  • Client videos
    Are your agents looking for an easy way to access and share consumer videos? Securian’s YouTube channel has some of their most popular videos.


  • Five reasons to stop and take a look at GUL
    It’s tempting to choose a guaranteed universal life product based on price alone. While Mutual of Omaha’s GUL premiums are competitive, they also offer more. Learn what makes their product different.
  • Term Life Answers new Preferred Plus age last birthday rates
    You’ll find that they are on deck with highly competitive rates; especially for ages 30-50. Learn more.
  • Which riders are included with IUL?
    In addition to the death benefit and cash value potential, Mutual of Omaha’s new Income Advantage IUL comes with some no-cost riders. Learn more.
  • GULS + GRO = A Flexible Option for Clients
    Beginning June 1, 2016, the Guaranteed Universal Life Survivor (GULS) product will include the Guaranteed Refund Option (GRO) Rider with every qualifying policy-at no additional cost. Learn more.


  • Selling term? Consider this first.
    Protective Custom Choice UL offers affordable short- or long-term coverage for about the same or less annual premium than other traditional term policies; plus unique, flexible features and benefits. Learn more.
  • Initial Premium Acceptance Rules – Learn more.


  • New Accelerated Underwriting Process and Rates – arriving May 23rdLearn more.


  • Changes to term product – effective June 13thGet details.


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  • Reference Guide for Annuity Service Center phone & fax numbers
    The guide offers a quick reference for point of sale, new business and licensing for AIG fixed, income and index annuities. Download it now.
  • In case you missed it
    The American Pathway Immediate Annuity now offers a one-time withdrawal benefit in addition to guaranteed income for life. Find out how it works.
  • Register today for the Guaranteed Living Benefit Estimator
    The new Index Annuity Guaranteed Living Benefit Estimator can help you to quickly demonstrate the potential benefits of choosing Power 7 Protector Plus Income or Power 10 Protector Plus Income with Lifetime Income Plus. And, it allows you to easily generate customized reports for your clients.
  • Updated AML Training Requirements – Learn more.
  • Reduce RMD’s with a QLAC
    Clients could potentially extend their savings and reduce required minimum distributions with the American Pathway Deferred Income Annuity qualified longevity annuity contract (QLAC). They can also take advantage of tax-deferred savings and a guaranteed income stream for life. See the DIA Playbook.
  • Updated Qualified Longevity Annuity Contract (QLAC) Election Form – Get it now.
  • Income Solutions for the Income Generation
    IncomeGeneration.com brings together three signature business-development programs within a single microsite. With valuable educational resources, interactive planning calculators, and compelling. story-selling videos, this new tool is designed to help agents address clients’ expanding retirement income needs.
  • Annuity rate changes – effective May 16thView them now.


  • Why sell Palladium SPIA?
    • Access to cash after 3 years
    • Guaranteed income your clients can’t outlive
    • Highly competitive payout options
    • Learn more.


  • NEW RMD Case Study
    See the power of the Indextra GLWB payout. Learn how it can exceed IRA RMD amounts, plus preserve assets for a long retirement. View the case study now.
  • Indextra adds shorter GSMAC Index Options
    What’s new with Indextra fixed indexed annuity? One- and two-year point-to-point allocation options associated with the GS Momentum Builder Multi-Asset Class (GSMAC) Index. These shorter durations credit interest (if any) more frequently and help in laddering strategies. Make sure you use the new app for these new options. Download the GS Momentum Builder brochure.


  • Have you seen the upgraded Charter design? See it now.




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  • In-Force Rate Action Announcement for Oregon – Learn more.


  • What’s the Cost of Waiting to purchase Long Term Care Insurance?
    Have your agents use this material to explain to their clients that there is a cost of waiting to purchase Long Term Care Insurance.


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  • Market DI to specific occupations
    To help your agents grow their DI sales, Mutual of Omaha has material they can use to target prospects in specific occupations. Learn more.


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·         Rate adjustments for AZ, ME, MI, NJ, NC, ND, OK, SD, TN & WY – Learn more.


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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: 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: ENDS 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.


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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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