October 4, 2017



  • October Annuity Webinar Schedule
    Click here to register for the webinars below.

    • Power Protector Index Annuities
      • October 5th at 1:00 PM CT
    • Generating Income for the Income Generation
      • October 12th at 1:00 PM CT




  • 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 6th at 10:00 AM CT
    • 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


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


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  • 5 Living Benefits Available With IUL Products
    Indexed universal life products can do more than protect the clients against the risk of death. Read more.
  • 3 Types of Designated Beneficiaries You Must Understand
    The rules for spouses, unmarried partners and children are different. Read more.


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  • Policy Revisions & Policy Change Team RestructureGet details.


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  • AGNewsSeptember 28th
    In this issue:

    • New fillable flyer walks consumers through calculating the right amount of coverage by considering their immediate cash needs, ongoing income needs, and existing financial resources.
    • LIAM websites and resources are forever! Walk your client through the consumer website, or visit the producer website for great sales ideas and calculators.
    • Campaign In A Box has 40+ client promos standing by for you to copy & paste. These resources save time and are easy to access (no ID or password).



  • Simply Speaking: Life Insurance video series


  • Product Portfolio UpdateGet details.
  • Introducing John Hancock’s Top Performing IUL PortfolioLearn more.
  • The Case of the Easy Referral
    In this case, a client reached out to a producer asking for  the policy “that gives you an Apple Watch.” This same advisor has seen a 20% increase in referrals from John Hancock Vitality customers. Read more.



  • ONE Meeting webinarREPLAY
    Learn new conversation starters about leveraging life insurance for business protection, wealth transfer and supplemental income. Get policy review resources. Replay the webinar.  Download the presentation.
  • 5 conversations to have with your client in 2017Read more.



  • Life Lines NewsletterSeptember 2017
    In this issue:

    • App to delivery in 7 days with ePolicy Delivery
    • The best of both worlds: The term-perm combo
    • Updated form for Large Case underwriting


  • An IUL Policy with competitive loan features
    With an IUL policy, the accumulation potential is important to clients. It’s also important that your clients have competitive loan features for when it comes time to take distributions from their policy. Learn more about what Income Advantage IUL offers your clients.
  • Term Life Express enhancements
    The Term Life Express portfolio now offers lower premiums for the 10T product and the quoting tool has been improved. Read the bulletin.
  • Customer e-mail notifications
    Customers set up for automatic renewal payment deductions are now receiving e-mail reminders 10 days before their payment comes out of their account.


  • Case studies to help grow your business
    • Choosing to Lose
      Help your clients gain death benefit protection with cash value access.
    • Expense or Asset?
      Help incentivize employee retention with an attractive and exclusive benefit in the form of life insurance.
    • Opportunity Cost or Opportunity Lost
      Help your clients protect what’s important now while giving them a way to enjoy financial freedom later.



  • Life Essentials NewsletterSeptember 25th
    In this issue:

    • BenefitAccess Rider enhancements
    • Add more life with the Market Volatility eKit
    • New consumer approved video series to help generate life insurance conversations
    • Consider this Life Insurance Solution with Chronic Illness Protection
    • Term Conversion details available via PruXpress
    • Vermont Authorization Form changes
    • How the Social Security Earnings Test may increase the need for life insurance
    • Revised Replacement Regulations for Missouri



  • Symetra Accumulator IULCOMING OCTOBER 9TH!
    Indexed Universal Life insurance products can be complex and confusing for your clients. With that in mind, Symetra is introducing an IUL product with an emphasis on a simple story. Their index options are designed to help meet your clients’ needs while our underlying policy charges are transparent and easy to understand. Get highlights.


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  • Annuity bulletinSeptember 2017
    In this issue:

    • New 7.5% Income Credit for Lifetime Income Plus!
    • Philosophy and history of renewal rate caps and spreads in index annuities
    • How the American Pathway Immediate Annuity can help clients maximize their Social Security benefits
    • How the American Pathway Deferred Income Annuity and the Commutation Withdrawal Benefit can help clients facing financial challenges
    • iService for your convenience
    • New client website!
  • Higher annuity rateseffective October 2ndView the new rates.


  • ANICO Strategy Indexed Annuity PLUS 7 & 10
    Income payout percentages have increased by 0.5% to provide higher income for your clients that choose joint life payouts. Learn more.
  • Rate changeseffective October 1stGet details.



  • Increased Minimum Premium for certain productsLearn more.
  • Annuity rate updateseffective October 7thGet details.





  • Indexed Annuity Leadership Council NewsletterSeptember 2017
    In this issue:

    • New data on diversification
    • What happens to a Fixed Index Annuity balance if I die?
    • Bridging the gender gap
  • NAC IncomeChoice 10 DISCONTINUEDeffective October 31st
    The NAC IncomeChoice 10 fixed index annuity will be discontinued on October 31, 2017.

    • NAC IncomeChoice 10 applications must be received in the Home Office by 5PM CT on October 30, 2017 or submitted through e-App before 12:00AM CT on October 31, 2017.
    • The NAC IncomeChoice 7 remains available.
  • NAC VersaChoice 10NEW PRODUCTDownload product materials.



  • Now offering a first-year fixed rate of 3.5% on Quest 7 Index AnnuityLearn more.


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  • LTCi underwriting update for “other than applied for” cases
    Please note this underwriting change designed to improved your customer’s purchase experience when a case is approved “other than applied for.”
  • LTCi “premium paid to” and “termination” date changesLearn more.



  • Care Solutions NewsSeptember 2017
    In this issue:

    • Q4 campaign: The Great Retirement Income Gap
    • Helping the LGBT community prepare for tomorrow
    • OneAmerica in the news
    • Operations updates


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  • Broker Bonus Program
    Mutual is happy to announce their new Broker Bonus Program. Now you can make even more bucks on your Medicare supplements and SELECT underwritten business.
  • Plan N rate adjustment for TennesseeGet details.


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  • Dental InsurancePRODUCT RELEASE
    Effective October 7, 2017, you may begin selling Mutual Dental Preferred and Mutual Dental Protection insurance policies with an optional vision care rider in 23 states. Learn more.


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  • Year-End Pension Sales – Turn a Good Year into a Great Year!
    As we enter the last quarter of the year, we are at the peak of the pension season. This is the time of the year when business owners and accountants are looking for 2017 tax deductions, and starting a qualified plan is one of the best options to accomplish this. Read 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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