- August & September Webinar Schedule
Click here to visit AIG’s Event Center and register for any of these upcoming webinars.
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- 10-10-10 Sales Idea Illustration Technique
- September 13th at 10:00 AM and 1:00 PM CT
- Chronic Illness Rider – Going On and Off Claim
- September 27th at 10:00 AM and 1:00 PM CT
- August & September Annuity Webinar Schedule
Click here to register for any of these upcoming webinars.
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- ML Strategic Balanced Index
- September 14th at 1:00 PM CT
- Maximize Your Referral Potential
- September 21st at 1:00 PM CT
- What’s your Strategy
- September 28th at 1:00 PM CT
- Year-End Pension Sales Ideas
- Indexed Annuities From Origins to Alts
- Indexed Annuities – Pricing Customer Value
- How to create an Athene Illustration
- Introduction to the Indextra Series, a Single Premium Deferred Fixed Indexed Annuity
- RMDs Made Easy
- FIVE to FINISH – 15-minute call series
Join Lincoln for 15 minutes each day September 11-15 to hear five ideas and conversations to have with your clients in 2017; including Underwriting, Policy Review, Wealth Transfer, Large-case Term and Business Insurance.
- NOW Meeting
The new Lincoln Life Insurance Playbook helps you understand and share over half a dozen life insurance sales ideas. See this resource and learn how to incorporate it into your business NOW.
- Business Insurance
Life insurance and executive benefit planning opportunities with small businesses.
- Transforming the New Business Experience including ePolicy Delivery
- LIAM 2017: Campaign materials, sales strategies and more
- Take clients on the fixed index annuity (FIA) journey
- Explore North American’s unique set of value-add programs
- Legacy Optimizer IUL
Legacy building with a single premium asset transfer. New Sales Concept. New Product. Generate new sales with existing clients.
- Builder IUL: Max Funding Focus
Learn what makes North American’s Builder IUL unmatched among competitors.
- Training: Hybrid life & annuity LTC
This webinar covers all of the OneAmerica Care Solutions options and sales ideas. This session is about 45 minutes and will cover: Setting up the LTC sale, Covering two individuals under one policy, Lifetime benefits and the advantages, Use of IRA, 401k, 403b to pay for LTC, Guaranteed premiums for LTC,and Convert NQ annuities to tax-free for LTC.
- Learn about the Quest Series of Annuities
- Learn about the Wealth Builder Series of Annuities
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| SALES, MARKETING & INDUSTRY ARTICLES |
- Legal Arrangements Other than Marriage
Here’s another look at how clients’ household arrangements can affect planning strategies. Read more.
- The Basics of Establishing an Irrevocable Life Insurance Trust
An ILIT can help with spendthrift protection, and with elective share right planning for a surviving spouse. Read more.
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| LIFE INSURANCE AWARENESS MONTH |
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IT’S LIFE INSURANCE AWARENESS MONTH!
- AIG’s AG News has a special edition for Life Insurance Awareness Month. In this issue, you find:
- Consumer Showcase: A brand new Life Insurance Awareness page for use with consumers! It’s a product agnostic, informative solution for explaining the value of life insurance to clients.
- Plug-n-play campaign: A post a day to get you through the month: ready-to-use LIAM social media posts, rolled up in an easy-to-follow calendar.
- Conversation starters: Put your email signature to work. Add one of our updated infostats or banners to your email signature and help jump start a valuable life insurance conversation.
- Global Atlantic presents Simply Speaking: Life Insurance.This plain-English look at life insurance presents easy-to-understand answers to key questions for your clients. It’s designed to support you in educating clients as you advise them on making the right life insurance choice.
- “What Is Life Insurance?”
The first Simply Speaking: Life Insurance video is now available! With an engaging interview and entertaining story touching on when not to think about life insurance, this video helps educate clients on who’s involved in the purchase of life insurance and who needs life insurance in the first place.
- Legal & General America is helping you kick off this important time in the life insurance industry with an updated microsite you can share with agents.
- Lincoln National is hosting a week-long series in honor of Life Insurance Awareness Month. Their “FIVE to Finish” will run September 11-15, 2017. Advisors can join these daily 15 minute calls – each focused on one of the 5 ideas. See the webinar section above.
- Minnesota Life’s new LIAM page contains facts, resources and a life insurance needs analysis calculator to help your clients determine how much coverage they need to adequately protect their families.
- Mutual/United of Omaha is helping you plan ahead for Life Insurance Awareness Month. Take a look at the materials available to assist you with your marketing efforts. Here are a few key pieces to help get started:
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- How does AG 49 affect IUL sales?
Staying on top of the IUL market and all the AG 49 changes is a challenge. View this on-demand session to learn the latest developments. Want more info? Check out the Too Cool for School series – it’s an IUL market education series available any time at your convenience. And for even more information, visit RetireStronger.com.
- Max Accumulator+
This product incorporates an innovative combination of cash value enhancement features and riders. Learn more via on-demand training or the scripted presentation.
- Independent Voice Newsletter – September 2017
In this issue:
- Signature GUL and Irrevocable Life Insurance Trusts
- Simplify Your LIFE
- Enhancing Your Mortgage and Retirement
- Affinity 7 Unisex discontinued
- iGO e-Application submissions to be discontinued
- Accelerated Underwriting Program: Xpress Plus
- NEW! Limited Pay Whole Life – Read the announcement.
- Life Insurance News – September 8th
In this issue:
- Innnovation Breathes New Life into Life Insurance
- Brighthouse Financial Illustration Quick Guide
- Comparing the Chronic and Terminal Illness Rider
- Delaware Replacement Form Update
- Generate more leads!
The Insurance Planning for Women Tool Kit provides a variety of promotional materials as well as consumer-approved social media content to help you tap into this market.
- A sales success story with John Hancock Vitality – View it now.
- LFN Now GA Newsletter – September 5th
In this issue:
- 2018 GA Convention Meeting – The Broadmoor, Colorado Springs
- Life Insurance Awareness Month
- Women and Long-term Care
- Product Updates
- Sales & Marketing
- The IUL Dilemma: Are They Too Complicated to Explain? – Listen here.
- New term rates are now available in California – Get details.
- Mutual has the products to protect your clients
When it comes to protecting clients’ loved ones, we have the products you can count on. Here are a few reasons for you to choose Mutual of Omaha.
- Customer e-mail notifications
Customers set up for automatic renewal payment deductions will begin receiving email reminders before their payment comes out of their account. Read the bulletin.
- Delivering the Difference Newsletter – September 2017
In this issue:
- Introducing Legacy Optimizer
- Life Insurance Awareness Month
- New Claims Website
- Upcoming webinars
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- A powerful combination for your clients’ retirement strategy
Growth potential and protection are just two benefits of the Power Series of Index Annuities that can help provide retirement income your clients can’t outlive. Here are 10 powerful facts to discuss with clients.
- Bridging the retirement income gap
Clients are looking to your agents to help them achieve their retirement income goals. With AIG’s Retirement Income Analyzer, they have a step-by-step guide on identifying, evaluating, and learning how you can help them guarantee income for essential and lifestyle expenses.
- DOL Update: Proposal for delay – Read the bulletin.
- The Bottom Line Newsletter – September 2017
In this issue:
- 3 new Index sales concepts
- Important updates to paperwork for SPIAs
- Stay in the know about alternative indices
- Regulatory updates for Maine, Oregon and Washington
- Indexed rates – effective September 15th – Download them now.
- Not Keen on Immediate Annuities? Clients May Seek Someone Who Is!
Join other advisors in making SPIAs part of a plan. Get your piece of the $9,000,000,000 market. PLUS … Integrity’s SPIA is a Barron’s ‘Best!’
- Ultra Secure Plus Annuity discontinuation in Montana
Effective October 1, 2017, the Ultra Secure Plus Annuity will no longer be available for sale in Montana. Read the bulletin.
- New index for Income Choice & Performance Choice – Watch the video to learn more.
- Product change in Montana – effective October 1st
As a result of Montana Senate Bill No. 222:
- 12- and 14-year surrender charge period annuity products will no longer be available for sale
- No contract with a surrender charge period greater than 10 years can be issued on or after October 1, 2017
- All pending 12- and 14-year applications must be fully funded and issued before 12:30 p.m. (CST) September 29, 2017
- Annuity News – September 8th
In this issue:
- Show your clients a new journey to secure retirement
- What if you can offer your clients a simpler retirement solution?
- Voya Financial Insurance Companies’ Response to Hurricane Harvey
- New webinar series- Art of the rollover
- Journey Sales Concept Webinar
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- eSuite – Faster Under 60!
Genworth’s eSuite of new business tools cuts cycle time so your clients get coverage sooner and you can get paid faster. Why is it Faster Under 60?
- Minimal underwriting requirements
- eApp is received the day you hit submit
- Click-to-Sign means you can submit the same day
- Couple the speed of eSuite with applicants under age 60 and you could see cycle time drop to as few as 15 days. Now that’s FAST.
- MutualCare Custom Solutions LTCi
Customize your client’s premiums. Use inflation protection options to help your clients reach their desired premium on an LTCi policy. Learn more.
- Care Solutions News – August 2017
In this issue:
- Q3 campaign: Joint Life Asset-Care
- New LTC resources
- Operations updates
- Webinar opportunities
- Joint protection campaign – Learn more.
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| DISABILITY / CHRONIC ILLNESS |
- Tips to DI Underwriting Success
Sometimes small things make a big difference. Learn how to avoid making common application mistakes and see your clients get protection faster.
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- Mix of Business Bonus Program Ending
The Medicare Supplement Mix of Business Enhanced Renewal Compensation Program is being discontinued effective October 1, 2017. Read the bulletin.
- Rate adjustments for CO, GA, ID, IL, KS, MT, NE OR, PA & VT – Get details.
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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.
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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!
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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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