TMA logoTMA _enews_top

December 4, 2013

  • John Hancock:
    • LTC Captivate Training webinar
      Learn about the online system that supports an entirely paperless sales & application process. As a result, it enables producers and their clients to conduct business in settings and time frames that better suit both of their needs. Register now for an in-depth webinar training session by clicking below:
  • North American:
    • Approaching Clients for Referrals Without Begging or Pushing webinar
      During this web seminar, Bill Cates will teach you how to reach out to your satisfied clients and help create a steady supply of quality referrals.
  • 2014 realLIFEstories call for entries deadline is December 16th
    Each year, the LIFE Foundation sponsors the realLIFEstories Client Service Recognition Program, which honors the work that agents and advisors do by collecting and publicizing compelling examples of how insurance helped provide for families and businesses at times of great financial need.
    If you’d like to opportunity to see your work honored nationally, you can submit a personal story that demonstrates how the long-term care insurance you helped put in place for a family made a difference in a time of great need. Please take a minute to learn more about the program at www.lifehappens.org/reallife. Then, submit your own success story and be part of this important public educational effort.
    If your story is chosen, you and your client will be featured in a video to be used in a national public educational awareness campaign, as well as receive an all expense-paid-trip to San Diego to be honored at the National Association of Insurance and Financial Advisors (NAIFA) annual conference.
  • Genworth:
    • Boost Your Index IQ
      Whether you’re a proven pro or you’re just starting to learn about Index Universal Life (Index UL) insurance and Fixed Index Annuities, The Index Institute can help boost your index UL sales.
  • Mutual of Omaha/Companion Life:
    • New competitive GUL rates for NY
      Thanks to their new competitive rates, they now stack up at the top of the charts for GUL at the lifetime guarantee for both males and females.
    • New application packets for NY
      Applications must include the new Authorization to Disclose Personal Information form.
  • American National:
    • Creating an appropriate bucket list
      No, this is not a Hollywood drama or list of currently unattainable activities; this is about choosing different indexing strategies with the new ANICO Strategy Indexed Annuity PLUS from American National. The Strategy PLUS has been designed to take advantage of different choices to provide contract holders with several indexing options. These choices are duration and participation rates. By combining these different choices a number of strategies can be chosen to better meet contract holder needs.
  • United/Mutual of Omaha:
    • Keep It Going Booklet
      The Keep it Going Booklet will explain to your clients that when they add disability income insurance to their financial plan, they are not only taking an important step toward securing their income during working years, they are giving themself a plan to help keep their life going.


  • American General:
    • It’s Game Day (October 1, 2013 – February 2, 2014)
      Submit Select-a-Term paid applications to win BIG prizes. Agents can win gift cards PLUS drawings for Sony 55-inch flat screen TVs. BGA’s win a staff recognition event.
  • 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.
  • SBLI:
    • iGo for an iPad Sales Contest (October 1 – December 31, 2013)
      SBLI will award an iPad to agents and case managers who meet specific criteria by using iGO eApp.
  • 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.
    • 2013 Finish Strong Multi-Life Sales Contest (September 1 – December 15, 2013)
      Heat things up this fall with this special Executive Advantage Program sales contest. It focuses exclusively on Employer Pay All (EPA) sales. You will receive entries just by submitting your EPA cases through the Executive Advantage Program. You can receive entries based on cases and applications generated. There will be a new prize and winner every month and a grand prize at the end. You can win multiple times!
    • TransCare III Sales Contest (October 1 – December 20, 2013)
      Transamerica LTC would like to help your agents kick off their sales of TransCare III (TCIII) with their largest, most exciting sales contest ever! But this contest is a little different. Prize levels do not depend on how much an individual agent sells, they depend on how much EVERY agent sells – combined!