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July 3, 2013

  • Aviva:
      • July 9th – Annuity Illustration Center
      • July 11th – IUL Crediting Strategies
      • July 16th – IUL Crediting Strategies
      • July 17th – Aviva’s Cash Accumulation Portfolio
      • July 18th – IUL Strategy Selection Tool
      • July 23rd – Retirement Path Roadmap – An Introduction to the system
      • July 24th – IUL Strategy Selection Tool
      • July 25th – Not All IUL’s Are Created Equal
      • July 30th – Annuity Illustration Center
      • July 31st – Target Series Annuities
  • ING:
    • WEBCAST RECORDING Functional & Cognitive Testing for Older Age Clients Dr. Kristi Petersen, ING Senior Medical Director, discusses functional and cognitive testing in our older clients and how to interpret for Underwriting. This presentation is available to you now below, and it will be accessible on the ING for Professionals website in mid-July. View the presentation. Hear the speaker notes.
  • John Hancock:
  • Lincoln Financial:
  • MetLife:
    • July 11thRetirement Buy-Sell This is the strategy you and your clients most want to learn about. Find out about this strategy and how it may help increase sales with business owner clients by joining this series of informative webinars hosted by MetLife’s Advanced Sales Center.
  • Minnesota Life:
    • Weekly 15-minute sales strategy calls – every Wednesday at 10am CT Teleconference Number: 800-910-2399 Pass Code: 224032
  • Prudential:
      • What the Five W’s of Chronic Care are, and what they mean for your clients
      • The impact non-financial risks can have on your clients’ lives before and during retirement
      • How life insurance can help protect against these concerns
  • Aviva:
    • Get customized marketing materials Now you can create personalized marketing materials that deliver your messages the way YOU want, including mobile-friendly, graphically-rich email campaigns. Everything is Compliance approved and ready to use!
  • ING:
    • Changes to NY Regulation 60 process – coming August 15th
    • NAIC Model Regulation implementation for CT – effective July 23rd ING will require the model replacement form – Important Notice: Replacement of Life Insurance or Annuities – in accordance with the model replacement regulation effective July 23rd.
  • Prudential:
    • New service standards Prudential is among the industry leaders in cycle time.  When you bring a case to Prudential, they hit the target on service. The majority of cases are approved within 24 days of receipt.
    • Helpful tips for using e-pay Ensure your clients have a positive experience when utilizing one of our electronic payment options.
  • American General:
    • Accident Choice Plus (ACP) now available in NC, OK, SC & SD This affordable policy helps minimize out-of-pocket expenses by providing benefits for a wide range of emergency medical costs related to accidental injuries.  Be sure to read the transition rules.  Also, check out the marketing resources site.
    • Lifestyle Income Solutionvideo Are your clients worried about outliving their retirement income?  They don’t have to be. Lifestyle Income Solution can help your clients: – Maximize their income during retirement – Protect against possibly outliving their retirement income – Preserve their standard of living. Check out the sales and marketing materials site.
    • Training Playbooknew resource for trainingNow you can get training presentations and archived webinars on various American General products and other topics in one place.  Bookmark this playbook.  It will be frequently updated with new training materials.
    • Enhanced Surrender Value Rider Secure Survivor GUL’s return of premium rider provides one-time option for a full surrender with enhanced cash surrender value at the end of policy year 15.
  • Aviva:
  • ING:
    • State Estate & Inheritance Taxes 2013updated State estate, inheritance and gift taxes may have consequences for clients in the states that impose them. This 2-page producer flyer has been updated with an additional state (Minnesota) that imposes a gift tax.
    • Estate Liquidity Reviewupdated producer guideState death taxes, funeral and medical expenses, payment of debts, and legal and executor expenses are a few of the costs that may be incurred at death. This updated producer guide explains the need for estate liquidity and how life insurance may help.
    • American Taxpayer Relief Act Boost Life InsuranceLearn about new opportunities for life insurance sales with the passage of The American Taxpayer Relief Act.
    • Expert advice on retirement planning for small business owners ING Retirement Coach Holly Kylen authors an article in ExpertBeacon offering insights on retirement planning for small businesses.
  • Legal & General:
  • Lincoln Financial:
  • MetLife:
    • Client Brochures These new client brochures can help your producers set client expectations and handle objections to substandard offers.
      • What to Expect During Underwritingprovides a brief overview of how underwriting works, potential requirements, and what happens after a decision is made.
      • Unexpected Underwriting Outcomes helps clients understand the difference between clinical and insurance medicine, why they received an exclusion rider or rating, and the option to have their offer re-evaluated.
    • Producer Brochures A handy reference for questions about underwriting guidelines and programs, these updated guides help your producers stay current, making business easier for them.
      • The Life Underwriting Guideprovides comprehensive guidelines, field underwriting requirements and a program overview. Information is now even easier to locate with an interactive table of contents.
      • The Condensed Underwriting Guide is an abbreviated version of The GUIDE containing the most frequently needed information.
  • Minnesota Life:
    • Advisor website enhancements Minnesota Life has enhanced their advisor website. Your login information will remain the same, but the website will have an updated appearance that includes improved navigation; making it easier for you to use and locate materials.  Please note the following:
      • Your existing bookmarks need to be redirected.
  • North American:
    • Estate Planning with Life Insurancevideo There’s a lot to consider in any estate planning situation.  Are your clients aware of their options?  Have they anticipated things like estate taxes, which could impact the future value of their estate?  Watch the video and learn how to help your clients create a solid estate plan.
  • Protective Life:
  • Prudential:
    • Universal Protector enhancement Universal Protector has been enhanced with the BenefitAccess Rider, which provides Chronic and Terminal Illness Benefits!
  • Symetra:
    • Term Conversion applicationnow available  This new application simplifies conversions from term life to universal life. The new application streamlines the process by eliminating medical history questions and medical release authorizations.  It requests only the information needed to process a conversion, allowing for quicker handling. View the application approved in most states. For access to other state-specific conversion applications, visit www.symetra.com/financial.
  • United of Omaha:
  • LTCI Specialists Offer Sales Tips“Seminar selling may not be your thing, but for me, it’s the best way to sell long-term care insurance.”
  • Cheap, CheapNo, the headline doesn’t refer, as the old joke goes, to the deep-throated sound that a 200-pound canary makes.
  • Genworth:
    • Genworth postpones return to the LTC market in CA
  • John Hancock:
    • How to order marketing materialsvideo tutorial
      Available through jhltc.com, our instructional video walks you through the ordering process, so you can receive your materials faster to help grow your business.
  • United/Mutual of Omaha:
    • LTC Multilife New Employee Enrollmentdiscontinued effective September 1st Mutual Care at Work and United Workplace Solutions new employee enrollments will be discontinued as of September 1, 2013.
  • TMA and Genworth:
    • Fixed Index Annuity Sales Contest! (June 1 – October 31, 2013) Click here for details.
  • American National:
    • Annuity Cash is King (June 1 – November 30, 2013) Receive a cash bonus for Strategy Indexed Annuity (ASIA) PLUS sales.
  • Aviva:
  • Lincoln Financial:
    • Flex-Pay MoneyGuard Incentive Programs (May 1 – December 31, 2013) Earn an extra 20 points on paid first year target premium AND double PAP credit on all Flex-Pay MoneyGuard cases placed between May 1st and December 31st. Learn more about this and the Double Your Credit incentive.
  • North American:
    • 1% Commission Blitz Bonus (EXTENDED: February 11 – September 30, 2013) Receive 1% Commission Blitz Bonus Special on all RetireChoice applications received between February 11th and September 30th.
  • Transamerica:
    • Spring Bonus Program (April 1 – September 30, 2013) Transamerica is offering this limited-time incentive bonus program on TransACE and TransACE Survivor life insurance policies.
    • LTC Golden Gate Getaway – CA Sales Contest (June 15 – July 26, 2013) TransCare II Long Term Care insurance is now available in California, with flexible benefits for a wide range of clients, including the innovative Step-Rated Benefit Increase Option.  To celebrate this occasion Transamerica LTC is excited to announce this Golden Gate Getaway California Sales Contest.