October 18, 2017



  • Life Insurance In Qualified Plan




  • MoneyGuard – protecting the two sides of long term care
    Learn how to protect clients from the risks of needing care and becoming a caregiver.



  • Business Owner Saver Strategy
  • Market Outlook
    Do your clients ask you questions about the market?  Do you have questions about the market?

  • Guarantee Builder IUL
    Guaranteed Death Benefit with Cash Value Growth Potential

  • Hybrid life & annuity LTC Training
    In 45-minutes you will cover: 1) Setting up the LTC sale 2) Covering two individuals under one policy 3) Lifetime benefits and the advantages 4) Use of IRA, 401k, 403b to pay for LTC 5) Guaranteed premiums for LTC 6) Convert NQ annuities to tax-free for LTC. Click here to register for any of the available times.
    • October 20th at 10:00 AM CT
    • November 3rd at 10:00 AM CT
    • November 17th at 10:00 AM CT
    • December 1st at 10:00 AM CT


  • Accumulator IUL
    This national webinar will highlight Symetra Accumulator’s key product features, index options and competitive positioning.


  • Learn about the Quest Series of Annuities
  • Learn about the Wealth Builder Series of Annuities


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  • Exciting new partnership with the American Diabetes Association
    John Hancock and the American Diabetes Association have teamed up to raise awareness about the successes, challenges and stigmas of living with type 2 diabetes. Read the press release.


  • 2017 End of Year Commitment & Guidelines for Underwriting & New BusinessGet details.






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  • How can clients maintain a policy to 100
    while receiving FULL return of premium by age 80?
    Even more…they can receive life insurance, chronic illness coverage and retirement income with a full return of premium. Learn about the 10-10-10 Plan.
  • 5 ways to access cash with GUL
    Innovative, optional riders and built-in features enable you to tailor a Secure Lifetime GUL 3 policy to a client’s specific needs. Have your agents use this flyer to show clients.
  • AG NewsOctober 12th
    In this issue:

    • Turn death benefits into a supplemental income stream
    • Sales ideas to help generate new clients
    • Sales concept prevent college & retirement from killing budgets
    • Form updates and more




  • Build your business
    Learn how to use LinkedIn to prospect & build client relationships.
  • Need help identifying the right client?
    Use these guidelines to identify potential clients.




  • Simple questions to start conversations with clients
    • Do you want to make sure your loved ones inherit an equal share?
    • Would you like to be able to support a cause you’re passionate about?
    • Do you want to provide for a loved one with special needs or someone who can’t manage money?
    • Use this interactive advisor playbook to learn more.




  • Legacy Optimizer is really this easy!
    This indexed universal life insurance policy provides a guaranteed death benefit with a single premium. It also takes the hassle out of life insurance with a simplified application process! Watch the video below to see just how easy it is.


  • IUL product changes
    On November 4th, Cap, Participation and Spread Rates changes will go into effect for Rapid Builder IUL, Guarantee Builder IUL 4 and Survivorship GIUL policies. Learn more.
  • Sign at Paramed Option Discontinued
    The Sign at Paramed option will no longer be available as of October 20, 2017 when using SimpleSubmit e-app. See the bulletin.


  • Client prospecting
    Two-thirds of consumers say they haven’t bought life insurance because it’s too expensive. But that’s just a myth. Help shed light on the true facts with this Protective Classic Choice term prospecting letter that you can send to clients.



  • Accumulator IUL – competitive distributions & transparent features
    This product enters the market offering strong policy distributions, client-friendly features, lower policy costs, top-tier target premiums and a simple story. Learn more.



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  • How to make the most of an inheritance
    A lump sum of cash can be a financial boon for your future-if you use it wisely. Read more.
  • Teaching grandkids about money
    How to get kids excited to learn about finances. Read more.




  • The Des Moines office is movingGet details.
  • Annuity NewsOctober 13th
    In this issue:

    • Give your client’s a 3.5% fixed rate boost
    • A new path for portfolios seeking less risk, more reward
    • Build wealth plus income with caps up to 6.75% and a 2% annual bonus on the income value benefit base
    • We’re moving
    • Direct deposit form update
    • New commission check and mailing vendor: Fiserv
    • New webinar series- Art of the rollover


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  • How clients can save on LTCi premiums
    Be sure each client receives all the cost-saving premium allowances they qualify for. Learn more.


  • The Great Retirement Income Gap campaignNEW
    Create awareness of the great retirement income gap; which happens when individuals’ or couples’ needs drastically change – unexpectedly – and their expenses suddenly exceed their budget. Get the materials to activate your campaign today!


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  • Make DI easy with the tele-applicationLearn how.
  • Save time with the Critical Advantage e-ApplicationLearn more.


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  • Deadline for 2017 Marketing Credits Redemption
    You have until December 14, 2017 to request reimbursement for your Medicare supplement marketing credits earned from January 1, 2017 to September 30, 2017. Also keep in mind, credits earned from October 1, 2017 through December 31, 2017 will roll into your 2018 credits and will not need to be redeemed until December of 2018. Read the bulletin.


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  • Dental Release
    Begin selling the two new dental policies using the easy and convenient Dental e-App. Learn more.


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2018 IMG Conference – Riviera Maya

(Qualification period: January 1 – December 31, 2017)

Earn your way to the 2018 Independent Marketing Group Conference at the Grand Velas Resort in Playa del Carmen, Riviera Maya Mexico.

Get complete details.

2018 Independent Leaders’ Conference

Spend five days and four nights from May 15-19, 2018 at one of the finest hotels Maui, Hawaii has to offer – the Ritz-Carlton Kapalua.

Download the venue brochure.
See the producer qualifications.
See the Marketing Organization qualifications.
Check out this video to learn more!




2018 Convention

(Qualification Period: July 1, 2016 – December 31, 2017)


Conference Dates: March 21 – 25, 2018 at the Grand Hyatt Kauai Resort and Spa in Kauai, Hawaii


Get qualification details.


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