October 19, 2016






  • Business Owners RPS Series Part One: Getting Started
    In this three part series, you’ll learn how to build your practice and your bottom line with Business Owner Retirement Plans. You’ll cover topics like how to talk to business owners, who makes a good fit for a certain plan type, how to present illustrations to the client and how to set up a plan (and start making contributions!)


  • Making the sales process easier & faster10-minute webinar


  • Performance LTC Road Showcoming in October to a city near you
    Ignite your sales with Performance LTC – the best solution for your clients’ long-term care needs. John Hancock is on the road COMING TO YOU to provide the latest sales techniques on how to sell this innovative product. Hear about recent consumer research for insights into Long-Term Care Insurance.


  • Optimizing the Client Appointment
    Sometimes a new appointment is your one and only chance to make an impression. Are your appointments turning prospects into clients?

  • Social Media Marketing with North American & GainfullyWATCH THE REPLAY.


  • Learn about the Quest Series of Annuities
    • This webinar is held every Monday and Wednesday at 2:00 PM CT.  Click here to register for a date that works best for you!
  • Learn about the Wealth Builder Series of Annuities
    • This webinar is held every Tuesday at 1:00 PM CT.  Click here to register for a date that works best for you!


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  • How to manage 11 different life insurance beneficiary issues
    Specificity is essential to making sure that life insurance benefits are administered exactly as the policyholder intended. Read more.
  • Dealing with universal life premium increases
    Insurance agents and financial advisors explain how to approach this challenge with clients. Read more.
  • Young LTCI clients: Should they buy now, or should they wait?
    Our LTCI Insider columnist returns with a new look at the high cost of waiting. Read more.


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  • Year-end information

    • 1099-MISC 2016 Tax Information – Get details.
    • 2016 Commission Year-End Pay Schedule _ View now.
    • Deadline for LTC New Business requirements is December 16thSee bulletin.
  • MDRT Certification Process begins January 16, 2017Get details.



  • Get information on SPS with no login
    You can now access basic information on Sales Professional Access without logging in. Learn how.
  • USADATA Promotion – discount on list orders and a chance to win
    USADATA is running a special promotion for Mutual of Omaha agents and managers through November 18, 2016. Get details.


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  • Quickly turn informal quotes into paid business
    AIG analyzed two years’ worth of data to determine which impairments and special cases were placed often. This is what stood out.
  • Conversions
    Learn about AIG’s expanded term conversion periods, available UL products and conversion credits. Download the Term Conversion Playbook.
  • Solving the IUL credit interest mystery
    While an IUL policy is not a savings account, it may be easier to understand how an IUL index interest account works by understanding the fundamentals of how a savings account at your bank works. Take a look at Index Accounts 101.
  • Pennsylvania Surrender Comparison Index Disclosure
    Get an overview; as well as the products excluded from this regulation and manual calculation samples when needed to meet customer requests.
  • New App & LTLIA for KansasRead the bulletin.


  • Signature Guaranteed UL – the difference is in the Cash-Out RiderGet details.


  • More death benefit for the same premium
    As we roll into the last couple months of the year, be sure to remember Global’s Free Underwriting Upgrade program. A free bump from Standard to Preferred or Preferred to Premier sounds nice – but what can it do for the client? This flyer shows you the increase in death benefit your clients could purchase with the same premium amount using the Free Upgrade from Standard to Preferred.


  • It is time to use the Class Match tool kit
    Get qualifying clients the added insurance coverage they need. The MetLife Class Match program can issue a new policy matching a client’s inforce policy’s underwriting class and face amount, up to $1.5 million, regardless if it’s from MetLife or another eligible carrier.1 Use the tools below to find out how it works:




  • Life IllustratorNEW!
    Symetra’s new illustration tool has arrived; and it has all the bells and whistles you’re looking for. Life Illustrator provides advanced tools and functionality, so you can illustrate your life insurance cases more efficiently and keep your business moving. Learn more.


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  • POWER-UP your client’s retirement with GUARANTEED RISING INCOME!
    Show clients how a Power Series Index Annuity issued with the Lifetime Income Plus guaranteed living benefit rider may provide them with growth potential, principal protection and guaranteed income that they cannot outlive! Lifetime Income Plus offers clients:

    • Guaranteed Rising Income for the first 10 contract years with a 6.5% Annual Income Credit added to the Income Base before withdrawals begin
    • A DOUBLING Income Base after 10 contract years when no withdrawals are made during that time
    • Guaranteed Income for Life with withdrawals of up to 5.50%



  • SPIA rates are risingGet the new rates.
  • Suitability Review process change
    In the past, suitability reviewers called only those annuity applicants age 65 and older who opted out of completing the Suitability Questionnaire. Under the new process, a call is made to every applicant who opts out of completing the questionnaire. The call is typically short. It consists of a few basic questions about understanding of the annuity and ability to meet needs in a financial emergency.
  • Advisor Ideas – Issue 3, 2016Read it now.



  • Using BenefitSolutions for clients looking to leave a legacy & satisfy their RMDsView the case study.


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  • The LTC e-App & Mobile Quote tools make selling LTC easierLearn more.


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  • 5 Steps to DI Sales
    Selling disability income insurance involves finding the right people to talk to, helping them understand the importance of income protection and providing the best solution to help secure their future. Read the guide.


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  • Rate adjustments for KY & NDGet details.
  • Med Supp Underwriting Hotline – (800) 995-9324
    You get:

    • Direct access to underwriters
    • Dedicated Med supp underwriting professionals
    • Real-time tracking reports on mutualofomaha.com/broker


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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.

 iPad Pro Contest

(Qualification period: September 1 – December 31, 2016)

Qualify for as few as 9 life sales.  (Only policies sold through ExpertApp are eligible.)

Get complete rules and 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.



Earn up to $500 for selling CareShield!
(Qualificaton period: September 20 – December 31, 2016)

Within the qualification period, agents will receive a $300 Visa gift card for two paid CareShield applications or a $500 Visa gift card for three paid CareShield application.

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.






2017 Independent Leaders Conference 

June 4-8, 2017 

(Qualification period: January 1 – December 31, 2016)

Discover the Ritz-Carlton, Grand Cayman, a luxury resort in the Cayman Islands where sparkling turquoise waters blend seamlessly with the cerulean sky to create your perfect Caribbean oasis. Learn more about the luxury that awaits you.

View the brochure. Get qualification details.


Elect To Sell SIUL This Fall!

(Qualification period: September 15, 2016 – March 31, 2017)

Prudential is giving you the opportunity to earn an additional 20% compensation on new Survivorship Index UL business.

Get complete details.


Illustrate UL-G and SUL-G’s ROP riders and win Powerbeats3 Wireless Earphones! 

Symetra’s UL-G with ROP and SUL-G with SROP offer lower premiums, longer windows, higher caps and advance policyowner notifications. Be among the top 20 case designers who run the most ROP and SROP illustrations through WinFlex Web between September 1, 2016 and October 31, 2016 and win a set of Powerbeats3 Wireless Earphones.
Get details.



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