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July 10, 2013


Be sure to check the distributor homepage of our website for
important news, upcoming events & TMA’s blog.
TMA created pieces can be found via the TMAXclusives quick link button at the top of TMA’s website homepage or on the Sales & Marketing Tools tab.
Use TMA created materials with your brokers! Contact TMA Life Sales & Support Desk at 877-862-8622 to obtain a copy you can personalize for your agency.There are no new updates to report this week.


  • Aviva:
    • TOMORROW, July 11th – IUL Crediting Strategies
    • July 16th – IUL Crediting Strategies
    • July 17th – Aviva’s Cash Accumulation Portfolio
    • July 18th – IUL Strategy Selection Tool
    • July 23rd – Retirement Path Roadmap – An Introduction to the system
    • July 24th – IUL Strategy Selection Tool
    • July 25th – Not All IUL’s Are Created Equal
    • July 30th – Annuity Illustration Center
    • July 31st – Target Series Annuities
  • ING:
    • WEBCAST RECORDING Functional & Cognitive Testing for Older Age Clients
      Dr. Kristi Petersen, ING Senior Medical Director, discusses functional and cognitive testing in our older clients and how to interpret for Underwriting. This presentation is available to you now below, and it will be accessible on the ING for Professionals website in mid-July.
      View the presentation.
      Hear the speaker notes.
  • John Hancock:
  • Lincoln Financial:
  • MetLife:
    • TOMORROW, July 11thRetirement Buy-Sell
      This is the strategy you and your clients most want to learn about. Find out about this strategy and how it may help increase sales with business owner clients by joining this series of informative webinars hosted by MetLife’s Advanced Sales Center.
  • Minnesota Life:
    • Weekly 15-minute sales strategy calls – every Wednesday at 10am CT
      Teleconference Number: 800-910-2399 Pass Code: 224032
  • Prudential:
    • What the Five W’s of Chronic Care are, and what they mean for your clients
    • The impact non-financial risks can have on your clients’ lives before and during retirement
    • How life insurance can help protect against these concerns




  • Not Your Father’s Long Term Care Insurance Anymore!
  • Genworth:
    • In-Force Rate Action implementation for PA
    • Partnership Disclosure mailing to LTC policyholders in IN
    • Privileged Choice Flex policyholder mailing for IA
    • Privileged Choice Flex 2 now available in TX
  • John Hancock:
    • Introducing LTC Sales Insidervideo overview
      A comprehensive resource portal where you can gain quick and easy access to:
    • Video success stories from your peers
    • Sales and training support resources
    • Easy-to-implement sales ideas
    • Montana to remain on unisex pricing
      Montana does not allow for gender distinct pricing due to state regulation. As a result, all new business in Montana will continue to be priced on a unisex basis. However, effective July 29th, the couples/partner discount definition in Montana will change to reflect that couples must apply at the same time for the same policy form, be approved for coverage, and accept the individual LTC insurance policies (policy premium must be paid). The couples/partner discount rate of 30% shall remain the same. Please note: Montana will also be made available on LTC Captivate on July 29th.
    • National Partnership launching in MO, OH & WV – effective July 29th
    • Missouri’s specific Partnership training requirement
      If you have already taken this training, you must submit your certificates to the John Hancock licensing department. You will need both your 8-hour initial training as well as any current 4-hour refresher training certificates that you have.


  • Legal & General:
    • Let us take you to a Baseball Game!
      If you’ll be in the Baltimore area this baseball season, Legal & General would like to take you out to an Orioles game! Email sportstickets@lgamerica.com if you’re interested. (View the Orioles schedule.) Within two weeks, Legal & General will let you know if you scored the tickets. In addition, they do have a few Yankees and Mets tickets. If you’ll be in the New York area email Linda Carpentieri at LCarpent@lgamerica.com for tickets.
  • American National:
    • Annuity Cash is King (June 1 – November 30, 2013)
      Receive a cash bonus for Strategy Indexed Annuity (ASIA) PLUS sales.
  • Aviva:
  • 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 (EXTENDED: February 11 – September 30, 2013)
      Receive 1% Commission Blitz Bonus Special on all RetireChoice applications received between February 11th and September 30th.
  • Transamerica:
    • Spring Bonus Program (April 1 – September 30, 2013)
      Transamerica is offering this limited-time incentive bonus program on TransACE and TransACE Survivor life insurance policies.
    • LTC Golden Gate Getaway – CA Sales Contest (June 15 – July 26, 2013)
      TransCare II Long Term Care insurance is now available in California, with flexible benefits for a wide range of clients, including the innovative Step-Rated Benefit Increase Option. To celebrate this occasion Transamerica LTC is excited to announce this Golden Gate Getaway California Sales Contest.