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February 20, 2013




  • Aviva:
  • Genworth:
    • Update for new process to access documents & updates to Genworth PRO
  • ING:
  • North American:
  • Prudential:
  • SBLI:
    • Clarification regarding SBLI of Massachusetts
      You may have recently heard news regarding the future of SBLI USA Mutual Life Insurance Company, Inc. For those who aren’t already aware, SBLI of Massachusetts is in no way affiliated with either SBLI USA or Vantis Life Insurance Company, which in Connecticut was formerly known as SBLI of Connecticut. Rest assured that SBLI of Massachusetts is profitable, financially strong, and independent.  We remain committed to growing our business with you, our valued partner, as we work together in achieving Justice Louis Brandeis’ founding mission as defined in 1907-to provide affordable, dependable life insurance to all families who need it.
  • Transamerica:
    • LifeSales Mobile for Smartphones
      For the life insurance producer on-the-go, the new LifeSales Mobile for Smartphones provides easy access to calculate Income Protection, run Trendsetter Term quotes, access marketing materials and much more. Simply point your smartphone browser to: http://m.lifesales.transamerica.com to start using this new tool today. And, the LifeSales iPad app is available on iTunes.

  • American General:
  • Aviva:
  • ING:
    • Accumulation & Protection Platform
      No more no-lapse UL? No worries.  Take advantage of the Accumulation & Protection Platform (A.P.P.) – a total package exclusive to only ING distributors. It has all the tools you need…in one place.
    • The only index reports in the industry
      Index Report for IUL-Global Choice
      Index Report for IUL-Global
      No one else today offers this tool the way we do in a way that can be used with your clients to help them understand Index Credit calculations. 
    • Loan Rescuecase study
      Do you have clients with an outstanding loan on an existing life insurance policy who still need the death benefit and want cash value, but are concerned about increasing policy costs?
  • MetLife:
    • Application deadline reminder
      February 22nd is the last date for applications with the Coverage Continuation Rider and Joint Coverage Continuation Rider on Guarantee Advantage UL and Legacy Advantage SUL policies in New York.
    • New guidelines for preliminary applications – effective March 1st
    • The Promise
      Protecting their loved ones, even after death, is the reason so many of your clients turned to life insurance. Now is a great time to remind your clients just how important life insurance is.  As times passes your clients’ needs may change. By doing a life insurance review, you can help ensure that your clients’ loved ones are properly protected.
  • North American:
    • Executive Bonus Arrangements Using Life Insurancevideo
      Businesses stay strong by rewarding employees for performance and long-term commitment. Present your clients with this win-win business solution: funding an executive bonus arrangement with life insurance.
  • Prudential:
    • UL Protector re-pricingeffective February 25th
  • Transamerica:
  • United of Omaha:
    • Insure Your Love – videos that tell a story
      With love-themed and realLIFEstories videos, there is something to appeal to everyone – humor, emotion and education.
    • Case Study – offer for a 65-year old female with Parkinson’s disease


  • Health-LTC multi-tools
    Filling the gap on the shelf would: a) Add helpful options. b) Cut off buyers’ financial fingers. c) It depends.
  • Genworth:
  • John Hancock:
    • New business requirement changeseffective February 25th
      New forms are being included as part of the new business application process to improve the management of policyholder records while effectively administering  customers’ policies in compliance with contract terms and existing tax regulations.
    • Recent revision to MassHealth eligibility requirements
      Recently, Massachusetts changed the MassHealth eligibility standards by changing the requirement for a long-term care insurance policy to meet certain MassHealth standards for eligibility for asset and liability exemption, based upon benefits available at the time the policy was purchased rather than when the person enters a nursing home.
  • United/Mutual of Omaha:
    • LTCi Partnership & training – are your records up to date?
      With the new year already upon us, be sure to verify that your 2013 records and LTCi partnership training courses are up to date.

  • United/Mutual of Omaha:
    • DI Life Story – be sure to plan ahead
      Check out this real life story from Monica. She had a successful career, fantastic son, and great future ahead. But all of this changed when disability struck and changed her life forever.


  • American National:
    • Cash is King 2013 (January 1, 2013 – April 30, 2013)
      Receive a CASH BONUS for the total of all Fixed Annuities written and paid.
      $1,000,001+: $1,000
      $750,001 – $1,000,000: $750
      $500,001 – $750,000: $500
  • John Hancock:
    • Benefit Builder Bonus(January 1, 2013 – June 30, 2013)
      By selling Custom Care III featuring Benefit Builder between January 1 and June 30, 2013, you can increase your earnings!
      Bonus Level 1 – $5,000-$17,499: 10% bonus
      Bonus Level 2 – $17,500-$34,999: 15% bonus
      Bonus Level 3 – $35,000-$2,000,000 – 20% bonus
      Details and program rules in the link above.