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- John Hancock:
- Explore LTC Captivate system functionality
- Learn how it can help shorten the sales cycle with co-browsing capabilities and electronic signatures for clients
- Hear peer success stories about how they have used LTC Captivate to improve efficiencies and increase sales
- Lincoln Financial:
- MetLife:
- July 11th – Retirement 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:
- 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
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- July 2013 holiday telephone solicitation bans
- Aviva:
- ING:
- Rod Martin on CNBC Squawk Box
ING U.S. Chairman & CEO, Rod Martin was a guest last Friday morning on a special edition of CNBC Squawk Box, which was broadcast live from the U.S. Open golf championship at Merion Golf Club outside Philadelphia. For much of the 5 minute segment, Rod had the opportunity to address the topic of retirement in this country, and how ING U.S. is supporting its institutional and retail customers with their Retirement Readiness needs. Given recent attention on the Fed, interest rates and bond markets, the hosts also asked whether ING U.S. has been seeing shifts in portfolio allocations and flows from fixed income products to equities.
- Legal & General:
- Lincoln Financial:
- MetLife:
- Transamerica:
- Michael Babikian Helps Agents and Producers Speak to Consumers
Are you looking for insights to share with customers and consumers? Michael Babikian’s blog, Clarity from Chaos, features valuable insights on how consumers can provide safety nets to their families. Topics from Transamerica Brokerage’s President and CEO range from estate planning to being prepared for opening your own business.
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- American General:
- Top 10 reasons to sell the new Accidental Injury Product
1 in 9 Americans seeking medical attention for an injury each year. Offer protection against these unexpected expenses. Great opportunity to grow your business; no matter what product lines you typically sell.
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Dollar-for-Dollar Reimbursement to Clients – new video
Accident Expense Plus (and the new Accident Choice Plus ) provide 100% reimbursement to policy holders (up to their policy amount) without any coordination of benefits with other health insurance policies.
- Leverage higher Capital Gains Tax Rate – sales concept
Capital gains tax rate increased from 15 to 20% in 2013. Find out how you can turn this negative into a positive with a brand new sales concept.
- Aviva:
- ING:
- NQDC Makes Succession Planning Easier
This new article explains how a non-qualified deferred compensation (NQDC) benefit may add flexibility to a business succession arrangement, as well as reduce the after-tax cost to the buyer.
- Legal & General:
- Lincoln Financial:
- MetLife:
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Advantages of Participating Whole Life – article
In this article that appeared in Life Insurance Selling magazine, Gene Lunman talks about how participating whole life can meet a wide variety of financial needs.
- Promise Whole Life Select – stacking up against the competition
See how Promise Whole Life Select compares to its competitors.
- North American:
- Driving IUL sales fast and furious
It’s time to move you and your indexed universal life sales forward. Fast. You’ll find that North American’s IUL product lineup is engineered with your clients’ needs and yours in mind.
- Replacement forms for FL & WY
- Prudential:
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UL Protector enhancement – effective July 1st
Effective July 1 st, the re-priced Universal Protector is being enhanced with the BenefitAccess Rider; which provides Chronic and Terminal Illness benefits!
- Symetra:
- Help clients maximize the value of their Spousal Lifetime Access Trust (SLAT)
A SLAT not only can help minimize estate taxes – whether that’s a current concern or an anticipated one – it also can provide the beneficiary spouse with a lifelong source of discretionary income. With life insurance, the trust can do even more, providing beneficiaries with the best of both worlds:
- A greater legacy enhanced by life insurance cash values and, ultimately, a death benefit received free of federal estate and income taxes.
- United of Omaha:
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UL Illustrations – reminder
United of Omaha no longer requires a signed proposal to be submitted with GUL, GUL Express or GUL Survivor applications in all states, except for New York.
- iGO e-App enhancements
iGO e-App just got easier to use. Check out the enhancements!
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- American National:
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Nationwide Annuity Suitability training required – reminder
Beginning August 1st, annuity applications will be rejected and returned to the producer if the producer has not completed the required Nationwide product specific training. A new application will be required for submission after the training is complete. This training is required even if you do business in a state that has not adopted the 2010 Suitability Model.
- Aviva:
- Genworth:
- United/Mutual of Omaha:
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- Latest Research Reinforces The Need For LTC Planning
- Genworth:
- Transition rule correction for updated LTC applications & forms
- John Hancock:
- Discover your window to web-based LTC insurance sales today
Learn about this new sales platform; a state-of-the-art, web-based sales system for LTC insurance.
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Are you compliant to solicit and sell LTC Insurance?
Most states now have mandatory LTC training requirements in place. After you take the initial training requirements of 8 hours, you are required to take a 4 hour refresher course within 24 months of the initial training. (In some states, the refresher training is due by your next CE renewal cycle.) John Hancock offers the mandatory LTC training at www.jhpartnership.com. Producers will receive reminders when training is due. View your state training requirements.
- United/Mutual of Omaha:
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- American National:
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Annuity Cash is King (June 1 – November 30, 2013)
Receive a cash bonus for Strategy Indexed Annuity (ASIA) PLUS sales.
- Aviva:
- Lincoln Financial:
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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 1 st and December 31 st. Learn more about this and the Double Your Credit incentive.
- 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.
- North American:
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1% Commission Blitz Bonus (EXTENDED: February 11 – September 30, 2013)
Receive 1% Commission Blitz Bonus Special on all RetireChoice applications received between February 11 th and September 30 th.
- Transamerica:
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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.
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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.
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