Newsletter September 6, 2017

UPCOMING WEBINARS

• August & September Webinar Schedule
  Click here to visit AIG’s Event Center and register for any of these upcoming webinars.

• • AG Quick Ticket
    • September 6^th at 10:00 AM and 1:00 PM CT
  • 10-10-10 Sales Idea Illustration Technique
    • September 13^th at 10:00 AM and 1:00 PM CT
  • Chronic Illness Rider – Going On and Off Claim
    • September 27^th at 10:00 AM and 1:00 PM CT

• August & September Annuity Webinar Schedule
  Click here to register for any of these upcoming webinars.

• • Income Savvy
    • September 7^th at 1:00 PM CT
  • ML Strategic Balanced Index
    • September 14^th at 1:00 PM CT
  • Maximize Your Referral Potential
    • September 21^st at 1:00 PM CT
  • What’s your Strategy
    • September 28^th at 1:00 PM CT

• Annuities in Trust
  • September 12^th at 10:00 AM CT – Register here.
• Introduction to the Indextra Series, a Single Premium Deferred Fixed Indexed Annuity
  • September 28^th at 10:00 AM CT – Register here.
• RMDs Made Easy
  November 28^th at 3:00 PM CT – Register here.

• 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.
  • Every day from September 11^th through 15^th – Click here to join.
• 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.
  • September 19^th at 12:30 PM CT – Click here to join.
• Business Insurance
  Life insurance and executive benefit planning opportunities with small businesses.
  • September 21^st at 12:00 PM CT – Register here.

• Transforming the New Business Experience including ePolicy Delivery
  • September 13^th at 11:00 AM CT – Register here.

• Business Sales Ideas
  Learn how to position products to best help business clients with buy-sell, key person, executive bonus and business continuation sales concepts.
  • September 12^th at 10:00 AM CT – Register here.
• Legacy Optimizer IUL
  Legacy building with a single premium asset transfer. New Sales Concept. New Product. Generate new sales with existing clients.
  • September 21^st at 10:00 AM CT – Register here.
• Builder IUL: Max Funding Focus
  Learn what makes North American’s Builder IUL unmatched among competitors.
  • September 28^th at 10:00 AM CT – Register here.

• 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.
  • September 8^th at 10:00 AM CT – Register here.
  • September 22^nd at 10:00 AM CT – Register here.

• Learn about the Quest Series of Annuities
  • This webinar is on multiple occasions. Click here to register for a date that works best for you!
• Learn about the Wealth Builder Series of Annuities
  • This webinar is held on multiple occasions.  Click here to register for a date that works best for you!

• Debts After Death
  Maybe someone told you, “Go cross-sell some life insurance.” Here’s why your clients need that. Read more.

• Delays due to weather
  Delays in policy mailing are likely due to inclement weather from Hurricane Harvey. AIG’s business continuity plans are in place and they are ready to process from alternate locations. However, the standard turnaround times may be affected. Click here for their August 29, 2017 udpate.

• ExpertApp replaces iGO applications – Get complete details.

• New website – JHSalesHub.com
  With JHSalesHub.com, doing business with John Hancock has never been so easy! This new website replaces JHSalesNet.com; as well as JHLTC.com and gives you access to everything you need to sell life insurance. To help you get started, John Hancock sent you two emails yesterday; one with your username and another with a temporary password, along with easy login instructions. Get a tour of the new site.

• CRL named Primary Lab for Paramed Services – Get details.

IT’S LIFE INSURANCE AWARENESS MONTH!

• 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.
• 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.
• 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:
  • A Life Insurance Awareness Month postcard.
  • A Life Insurance for Living brochure for you to illustrate the many ways life insurance can protect people. A Spanish version of this brochure is also available
  • The Life Happens website.

• Navigate the tricky IUL market with new easy-to-use tool and simplified portfolio
  • Life To The Max: Interactive, consumer-approved educational sales tool
  • Max Accumulator+: Cash Value Accumulation IUL
  • Value+ Protector: Death Benefit Protection IUL
  • On-demand training

• Life interest rates – September 2017 – Download the rate sheet.

• New term rates sack the competition – Get details.
• A-List Term Communication for TMA – Get details.

• LFN Now GA Newsletter – August 29^th
  In this issue:
  • 2018 GA Convention Meeting – The Broadmoor, Colorado Springs
  • Life Insurance Awareness Month
  • Product Updates and Sales & Marketing

• Orion IUL outshines the competition
  Securian’s new Orion IUL is the shining star in certain max distribution scenarios. Check out this new competitive flyer to see how they rank against the competition.

• Credit Card Payment Options now available for in-force policies
  Your customers can now make a renewal payment on an in-force policy by making a one-time charge to their credit card. Learn more.
• e-Application e-Signature process update – Get details.
• Flexible Payment Options now available
  Customers want to have options when choosing when their payments come out for their insurance policy. Learn about the improved payment options that were made with your customers in mind.

• Simple term insurance – Get details and materials.

• Life Essentials Newsletter – August 28^th
  In this issue:
  • Discover a new way to talk about life insurance
  • PruLife SUL Protector product changes

• Sales Flash Newsletter – August 2017
  In this issue:
  • Leadership Update – a message from Tom Marra
  • Symetra’s market leading UL-G product
  • Symetra named a top insurance performer for 2017
  • NEW! Value-Transparency-Sustainability brochure.
  • UPDATE! Symetra and Sumitomo Life flyer

• American Pathway Solutions MYG rates – Download the flyer.
• Annuity rates – effective September 5^th – Download the rate sheet.

• Annuity interest rates – September 2017 – Download the rate sheet.

• Integrity Life News – August 29^th
  In this issue:
  • Fixed annuity rates decreased
  • Our SPIA Just Got Better
  • Help people see elephants

• New Suitability Form requirements – Get details.
• White papers to help outline the importance of retirement planning
  • Lost in translation: Retirement lessons learned by ‘Sandwich’ generations not getting passed on
  • The retirement squeeze: ‘Sandwich’ generations feeling the pressure of retirement planning
  • Look who’s not talking!: Consumers surprisingly mum on retirement planning

• News from Voya Annuities – August 25^th
  In this issue:
  • No Caps, no spreads, no renewal rates…no kidding!
  • Check it once, check it twice. Incomplete apps are NIGO – not nice.
  • New webinar series- Art of the rollover
  • Journey Sales Concept Webinar

• In-Force Rate Action announcements:
  • Alabama: Privileged Choice and Classic Select
  • Hawaii: Privileged Choice and Classic Select
  • Hawaii: Pre-PCS, PCS I, PCS II, Choice 1
  • New Jersey: Privileged Choice and Classic Select
• Reducing & removing the Benefit Increase Option (BIO) – Learn how.

• DRA Partnership mailing to qualified policyholders
  In early September, John Hanock will begin mailing to certain policyholders in a number of states to inform them that, based on time of purchase and the selected inflation coverage, their policy qualifies for the LTC Partnership program in the issue state of the policy.  This communication will include a cover letter informing the policyholder of their Partnership status, as well as Partnership Disclosure Notice to keep with their policy records.
• In-Force Rate Action notifications for late September – Get details.

• LTC Sales & Marketing process
  Check out Mutual’s tips on how to find typical LTCi buyers and available sales tools to help you make the sale.

• Disability Insurance concept material
  When discussing the advantages of disability insurance with clients, it helps to have an effective sales story. Take a look at the concept-based selling materials available to help you have DI conversations.
• Critical Advantage available in WA – effective September 16^th
  On September 16, 2017, Critical Advantage portfolio products will be available in Washington. The portfolio includes critical illness, cancer and heart attack/stroke insurance policies that provide a lump-sum benefit upon diagnosis. Learn more.

• Something to smile about
  Mutual of Omaha is getting ready to launch two new dental insurance policies to help your Medicare clients fill their healthcare coverage gaps. Learn more.

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.