• An introduction to Element – a new LTC solution
    Genworth will walk you through the market opportunity, Element details, sales tools and answer any questions you may have.


  • What is Your Digital Marketing Plan?
    From social media to website landing pages, digital marketing is everywhere. How are you leveraging content on these platforms?

  • IncomeChoice 7 Fixed Index Annuity
    Featured Topic: Discover what producers are talking about with this innovative 7 year product. Competitive rates and top-tier income with NO ADDITIONAL RIDER FEE!

  • Performance Choice Fixed Index Annuity Series
    Featured Topic: Learn how this series can offer competitive Accumulation as well as an optional guaranteed lifetime withdrawal benefit rider.


  • 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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September is Life Insurance Awareness Month and a great reason to connect with potential and existing clients. This national, industry-wide campaign helps educate Americans about the importance of life insurance and helps ensure families are adequately protected.

Help your agents take full advantage of all the resources that feature the 2016 LIAM spokesperson – race car driver Danica Patrick. Have them watch!


Her message is simple, “Driving race cars is risky. Not having life insurance is riskier. It means leaving your loved ones to suffer financially if something happened to you,” she says.

Your agents can use these and all of the LIAM resources that Life Happens has created, available at www.lifehappens.org/liam.

Did your agents miss the LIAM webinar?

They can watch here to learn about all of the resources Life Happens has created for LIAM and how to incorporate them into their LIAM plans.

  • An entire micro-site full of LIAM materialsGo now.



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  • The huge, untapped audience for IUL marketing
    Insurance experts whose IUL prospecting is restricted to older clients are missing a motivated, largely untapped market. Read more.
  • Charitable gift annuities vs. commercial SPIAs
    In the mortality-based income world, there is plenty of room at the table for both CGAs and commercial SPIA contracts. Read more.
  • 8 ways long-term care insurance applicants are different
    Researchers say people who seek coverage tend to be much healthier than other Americans. Read more.
  • Storytelling: the sales pitch they never saw coming
    Strategic storytelling with an emotional appeal will enable you to forge a unique connection with prospects and colleagues. Read more.


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  • Disaster Relief for Louisiana
    Grace period extended after state of emergency is declared in Louisiana. Learn more.


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  • The Sandwich Generation
    This group of Americans are caught between older and younger generations – both dependent on them for their financial well-being. Balancing needs of their children and parents with the ever increasing need to save for their own retirement creates a challenging scenario. Managing competing demands on financial resources can cause stress and hardship. Download this flyer to see how your clients can address their concerns.


  • Lincoln Life LeaderAugust 29th edition
    In this issue:

    • What Care Costs report for Lincoln MoneyGuard II
    • Lincoln LifeGuarantee UL (2013) – Rates as of 09/12/16
    • Policy Charges Update
  • Term conversion product optionseffective September 12thGet them now.


  • Income Advantage IUL – The Power of Simplicity
    Sometimes too many options can make things confusing. Income Advantage is designed with simplicity in mind, making it easier for your client to understand how the product works. Learn more about Income Advantage IUL. Learn more.
  • Prescription Drug Exclusion List has been updatedDownload it now.


  • Increased underwriting limits – Bring on your larger cases!
    • Retention limit increases from $2 million to $5 million for most ages and policies
    • First-year premium increases from $1 million to $2 million for all policies
    • Autobind limit increases from $40 million to $50 million for most ages and policies
    • Jumbo limit increases from $50 million to $65 million for most ages and policies
    • Take a look at the revised limits.
  • Offer the guarantee of a GUL with more cash valueLearn how.


  • Balancing Life’s Priorities with Founders Plus ULLearn more.
  • Universal Protector & SUL Protector premium increasesLearn more.



  • Sale to a Defective Grantor Trustsuccess stories
    Your clients’ hard work has paid off. They’ve accumulated highly appreciated and income-producing assets such as closely held businesses or real estate assets. However, they are now concerned that these assets may be subject to transfer taxes, which can consume a significant portion of their wealth. In the following success stories, see how three producers help alleviate their clients’ individual tax concerns with a sale to a grantor trust.

  • Symetra UL-G with Chronic Illness Plus – low premiums & advance access
    With the optional Chronic Illness Plus Rider, Symetra UL-G continues to provide one of the most competitive prices in the marketplace, but with even greater access to living benefits in the event of a chronic illness. Advantages of Symetra UL-G with Chronic Illness Plus include:

    • Additional protection against costs associated with unexpected health concerns.
    • Advance access of up to 100% of the policy’s death benefit.
    • Annualized lump sum or monthly payment options.
    • Check out the competitive flier to see how they rank against the competition.
  • Provide an exit strategy for clients changing needs
    Available on Symetra UL-G for an additional cost, the Return of Premium (ROP) Rider is designed to return up to 100% of the premiums paid at the end of either the 20th or 25th policy year should your clients determine that insurance coverage is no longer needed. See how Symetra UL-G with ROP can provide clients with greater flexibility and control for life’s “what ifs”.


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  • Help reach your sales goals with ForeSight illustrations
    ForeSight may help advance the way you quote, illustrate and sell American Pathway Immediate and Deferred Income annuities, and Power Series of Index Annuities. The system helps easily run quick calculations, illustrations and reports for:

    • Settlement options
    • Living and death benefits
    • Withdrawal options
    • Payouts


  • New Interest Rates & ApplicationsGet details.
  • Immediate Annuities and Required Minimum Distributions
    At age 70 ½ individuals are required to begin making withdrawals from their pre-tax IRA and 401k accounts. This is known as a Required Minimum Distribution (RMD). The calculation is based upon the Uniform Lifetime Table and the amount of the distribution goes up each year as an individual grows older. Read more.


  • Quotable Retirement Quotes
    Retirement quotes.  Many are funny.  Some have a grain of truth. Help clients plan for retirement with a different kind of quote – for Integrity Life’s SPIA – labeled “best” for guaranteed lifetime income by Barrons. Learn more.


  • Lincoln Leader for Fixed AnnuitiesAugust 24th editionView it now.
  • Two additional payment options available for Income Annuitieseffective September 1st
    Lincoln has added two payment options for Lincoln Insured Income Immediate Annuity – a single premium immediate annuity (SPIA) and Lincoln Deferred Income Solutions Annuity – a deferred income annuity (DIA). The two payment options – Joint and Survivor Life with Cash Refund and Joint and Survivor Life with Installment Refund, are now available.
  • Signature on Income Annuity illustrations is no longer a New Business requirement
    A signed illustration is no longer a new business requirement when submitting applications for Lincoln Insured Income Immediate Annuity and Lincoln Deferred Income Solutions. An illustration is still required. This new process for the Lincoln Income Annuities will be effective September 1, 2016.



  • Suitability Advisory for MA
    Massachusetts has passed the proposed suitability legislature. This communication will be sent to annuity producers in the state of Massachusetts the week of September 5, 2016.


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  • The Cost of Waiting
    It’s easy to put things off until tomorrow. But some of life’s decisions are too important to ignore. Learn more.


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  • Rate adjustments for ID, IN, OR, PA, SC & WYGet details.


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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.







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.







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.


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