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UPCOMING WEBINARS & TELECONFERENCES
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- Aviva:
- January webcast schedule and instructions
– TODAY, January 23rd – Aviva Resources
– TOMORROW, January 24th – Not All IULs Are Created Equal
– January 29th – Annuity 101
– January 30th – Accelerated Access Rider
– January 31st – Indexed Universal Life Basics
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- American General:
- Changes to Instant Access Account
Get details on go-forward changes to the Instant Access Account; a settlement option available on certain life claims.
- Aviva:
- American Taxpayer Relief Act of 2012 – what it means for your clients
Excellent breakdown by our Advanced Markets folks who point out both life insurance and annuity areas of opportunity afforded by this new law.
- Ease of business – simplifying the process
See the changes made in 2012, and upcoming changes for 2013 that make it easy to do business with Aviva.
- Genworth:
- New process to access documents & updates to Genworth PRO
- ING:
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Time is Running Out – download ING Presents 2 – by January 28th
Effective January 28 th, all new individual life insurance illustrations and most annuity illustrations will be delivered exclusively via the new ING Presents 2 system.
- IRS 4506-T EZ Form
ING requires completion of IRS 4506T EZ Form with most applications – get the details and the answers to some common questions.
- MetLife:
- North American:
- Prudential:
- Transamerica:
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- American General:
- Introducing Extend IUL
Extend IUL is a new product that accepts term conversions beyond the fifth year of term coverage. Review the product highlights.
- Aviva:
- Sales Idea – You Can Choose
Client-approved piece that speaks to design flexibility of IUL.
- Fidelity Life:
- Genworth:
- ING:
- We The People
What are the economic realities facing Americans as they look to build potential supplemental retirement income with the means to protect it?
- Insurance Revealed
Looking for a non-product specific brochure that further enhances the value add ING Life Companies bring to the marketplace?
- Legal & General:
- MetLife:
- GAUL & LASUL reprice – paid date restriction in all states
Applications for the old rates in all states must be paid and placed by January 30th
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Term quikQuote Sunset – effective February 1st
Effective February 1 st, the Term quikQUOTE application will sunset.
- North American:
- Protective Life:
- Prudential:
- Transamerica:
- United/Mutual of Omaha:
- FIT Undewriting Success Story: Parkinson’s Disease
It can be difficult to find affordable insurance for clients with certain health conditions, but with the FIT Credit Program, your clients may get credits for basic lifestyle characteristics.
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- American National:
- Genworth:
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- What if rates rise?
An LTCI veteran is hoping the invisible hands will move in a helpful direction.
- Genworth:
- John Hancock:
- Florida DRA Partnership “Like for Like” exchange mailing
Florida allows for certain existing policyholders with contracts issued on and after March 1, 2003 an opportunity to exchange their policies for those that qualify for Partnership status.
- Maine DRA Partnership “Like for Like” exchange
Maine allows for certain existing policyholders with contracts issued on and after July 1, 2004 an opportunity to exchange their policies for those that qualify for Partnership status.
- Transamerica:
- What Works for Work – Long Term Care insurance in the Workplace
Helps provide your employer clients with multiple reasons why they should make Long Term Care insurance available to their employees and how it can benefit them as well as their employees.
- Step-Rated eKit
Provides information about the Step-Rated Compound BIO and can educate you about how it works. The Step-Rated Compound BIO is a great benefit that provides your clients with inflation protection at a guaranteed 3% or 5% rate while not pricing them out of the market. It is an innovative solution for today’s price-conscious consumer who is looking for inflation protection.
- United/Mutual of Omaha:
- Rate adjustment approved in NV
State approvals received for the premium rate increase on LTC04/LTC06 blocks of business.
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DISABILITY & CRITICAL ILLNESS
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- American General:
- 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.
- Symetra:
- iPad Contest (extended to January 31st)
Issue/pay a Symetra Classic policy before January 31, 2013 and you’ll receive a 16GB Apple iPad ($15,000 minimum annualized first-year premium)!
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