TMA logoTMA _enews_top

August 28, 2013

  • Genworth:
    • Let’s Talk
      The consumer-friendly Let’s Talk publication highlights the ways real-life people use life insurance to address common challenges. It encourages clients to think about how life insurance could fit into their lives, and reach out to you for help.
  • Minnesota Life:
  • North American:
    • Materials you need!
      • Customizable postcards here and here with the LIAM logo
      • Videos about college funding, annuity maximization, and more on their Youtube Channel
      • PLUS: Don’t forget to download a LIAM Producer eKit with even more materials featuring Boomer Esiason, this year’s official LIAM spokesperson.
  • United of Omaha:
    • Materials to help start the life insurance coversation
  • Aviva:
  • MetLife:
  • Minnesota Life:
    • Weekly 15-minute sales strategy calls – every Wednesday at 10am CT
      Teleconference Number: 800-910-2399 Pass Code: 224032
      TODAY, August 28th – Learn more about term conversion opportunities
  • North American:
      • Session 3: Compelling Features
        TOMORROW, August 29th at 2pm CT
      • Session 4: Illustration Tips
        September 3rd at 10am CT
        September 5th at 2pm CT
      • Session 5: How to Sell
        September 10th at 10am CT
        September 12th at 2pm CT
  • September 2013 Holiday Telephone Solicitation Bans
    On Monday, September 2nd Alabama, Louisiana, Mississippi, Rhode Island, and Utah prohibit unsolicited marketing calls to residents in observance of Labor Day.
  • American General:
    • Changes in Estate Tax Lawwhat you need to know
      Did you know that with the changes in estate tax law, many client’s estate plans will result in them paying more in state death taxes? Find out how to address this tax burden.
  • Aviva:
  • United of Omaha:
    • Your Wild Kingdom is celebrating 50 years! – phone app
      It’s a special year for Mutual of Omaha’s Wild Kingdom. For its 50th birthday, they’ve developed some fun ways to celebrate. Download the phone app to your device and you can put yourself or friends and family right in the middle of the Wild Kingdom action.
    • Sales Professional Access (SPA) User Delegation Procedures
      Please take a few minutes to review the SPA User Delegation Procedures.
    • Changes to the Confidentiality and Privacy Amendment
      Please review the changes that will be made to the Confidentiality and Privacy Amendment, based on changes to the HIPAA privacy and security rules.
  • John Hancock to leave California partnership program
    The company will continue to sell a nonpartnership program product in the state.
  • John Hancock:
    • Gender-distinct rates introduced in AZ, DE, NJ, NV & SD
      John Hancock has moved to gender-distinct rates on its individual LTC insurance policies, reflecting the male/female differences in the probability of benefits usage, effective August 19th, in Arizona, Delaware, New Jersey, Nevada, and South Dakota. New applications, product brochures, and sales support materials for gender-distinct business in these five additional states are now available.
      Transition guidelines: All applications for Custom Care III featuring Benefit Builder in these five additional states for current rates that were signed by August 18th must have been received in the home office by August 26th.
  • United/Mutual of Omaha:
    • LTCi Rate Adjustment approved in HI
      Hawaii will have a rate adjustment on the following forms: LT50, NH50, HCA, NHA and LTA.
  • United/Mutual of Omaha:
    • DI calculatora helpful tool
      Don’t forget to use our helpful DI calculator the next time you talk with your clients about Disability Insurance.
  • American National:
    • Annuity Cash is King (June 1 – November 30, 2013)
      Receive a cash bonus for Strategy Indexed Annuity (ASIA) PLUS sales.
  • Aviva:
    • Commission/bonus for TargetHorizon sales! (ENDS September 30, 2013)
      All writing agents TargetHorizon 10 and TargetHorizon 10 Select applications received
      between May 1st and September 30th (and funded and issued by November 15th), will qualify for 50 bps bonus.
  • John Hancock LTC:
  • 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 (ENDS September 30, 2013)
      Receive 1% Commission Blitz Bonus Special on all RetireChoice applications received between February 11th and September 30th.
    • Annuity Sales Sizzler (EXTENDED to September 30, 2013)
      Don’t miss out on these great specials!
    • The Great Escape (August 1 – October 31, 2013)
      Write IncomeChoice Fixed Index Annuity business with North American and earn travel rewards! The more IncomeChoice Fixed Index Annuity business you write, the farther you can go! Receive a travel reward along with concierge travel services.
  • Transamerica:
    • Bonus Program (EXTENDED to December 31, 2013)
      Transamerica is offering this limited-time incentive bonus program on TransACE and TransACE Survivor life insurance policies.