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June 26, 2013



  • 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 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
    • June 27thRetirement Transformation Strategy WebEx
      The Retirement Transformation Strategy can help your clients review their existing qualified plans for opportunities to provide tax-efficient transfer of assets to their heirs using life insurance.
  • 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


  • 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.
    • Dollar-for-Dollar Reimbursement to Clientsnew 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 Ratesales 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:
    • Advantages of Participating Whole Lifearticle
      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.
    • HIV notice for DC & MT
    • Replacement forms for FL & WY
  • Prudential:
    • UL Protector enhancementeffective July 1st
      Effective July 1st, 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:
      • Access to trust assets.
      • 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:
    • UL Illustrationsreminder
      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!




  • 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.
  • 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:
    • 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.