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UPCOMING WEBINARS & TELECONFERENCES
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- Aviva:
- January webcast schedule and instructions
– TOMORROW, January 10th – Survivorship Builder
– January 14th – Social Security
– January 15th – Cash Accumulation Portfolio
– January 18th – Spotlight on Success
– January 22nd – Life Portraits Sales Solutions – The Basics
– January 23rd – Aviva Resources
– 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:
- Aviva:
- Legal & General:
- The Basics – the business guide to basic procedures
- Prudential:
- Transamerica:
- Regulations for sales to seniors in CA
California has amended some of the requirements that impact life, annuity, disability product advertising, sales or lead generations geared to seniors, aged 60 or 65 and older. Download the notification document for future use.
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- Aviva:
- IUL Lookback Calculator on Aviva Connect agent website – NEW
This tool allows flexible index strategy allocations combined with different illustrated rates and look-back periods with a likelihood indicator. View the following:
– Presenting with Confidence (agent flyer)
– Blending Different Strategies (agent flyer)
- Legal & General:
- MetLife:
- CA Seniors Statutory Requirements update
The State of California has amended its statutory requirements regarding senior protection relating to the sale of life insurance and annuity contracts.
- Simplified underwriting available for One-Year Term
It’s even easier to get your clients approved for short-term coverage.
- Delivering on Our Promises (flyer)
This piece has been updated to reflect MetLife’s investment portfolio for the third quarter of 2012.
- North American:
- Transamerica:
- United of Omaha:
- Term conversion guidelines
Help your term clients get the most out of their policies by reminding them of liberal conversion opportunities.
- Life materials
Updated Life Insurance Underwriting Guidelines and Product Portfolios are now available.
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- IRS announces eligible long term care insurance premium deductions for 2013 – reminder
- 2013 minimum benefits for Partnership in CA, CT, IN & NY – reminder
- John Hancock:
- Use market-focused tools to educate prospects
With the consumer demographic for LTC insurance trending younger, the boomer target market brochure – Looking to your future with confidence – is an important tool you can use to engage baby boomer prospects when discussing the benefits of LTC insurance.
- Enhancement to claims section on consumer website
The site now provides an overview of the claims process, an FAQ, and a claims glossary to help policyholders and their family members better understand the steps involved in establishing a claim, as well as what they can expect during the claim’s duration.
- Transamerica:
- January is FREE Partnership Training Month with Transamerica
To help you meet your licensing requirements in 2013, Transamerica LTC will be offering FREE DRA Partnership Training from January 2 – 31, 2013.
- Subsidized Scholarships for licensed insurance agents
The ILTCI Conference Association Board is pleased to announce a subsidized scholarship program in 2013 for licensed insurance agents who are not home office employees. This scholarship will provide $600 towards the individual registration fee of $995 (or $895 Early Bird before January 10th, 2013) to the 13th Annual Intercompany LTCI Conference at the Hilton Anatole, Dallas, TX, March 3-6, 2013.
- United/Mutual of Omaha:
- The importance of LTCi in retirement planning
When people think about retirement, they tend to think in terms of where they’ll live or what leisure activities they’ll finally have time to pursue. But there’s something they typically don’t consider that has the potential to derail their retirement dreams. That something is the need for long-term care services.
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- Not all high-limit disability policies are created equal
Producers need to check policy wording carefully, as small differences in terminology can mean big differences in how a policy performs.
- Sex, lies and … disability insurance?
It’s time to help men and women come clean about income protection.
- United/Mutual of Omaha:
- Small Business Marketing
The Disability Income Choice product portfolio opens up unique opportunities for you in the small business market with flexible, affordable benefits for the underserved middle market. The portfolio allows you to tailor DI solutions for a wide range of small business owners and their employees. For the affluent small business market, DI Choice allows you to offer attractive buy-up options and show flexible ways to extend coverage to additional employee groups.
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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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