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May 15, 2013
  • American General:
      • TODAY, May 15th – Product Focus: Ambassador BTA
      • May 21st – Gateway OCS Rollout
      • May 23rd – Gateway OCS Rollout
      • May 29th – Gateway OCS Rollout
      • May 30th – Gateway OCS Rollout
      • June 6th – PANGEA Licensing System
      • June 11th – Social Media Sales Tools
  • American National:
  • Genworth:
  • Minnesota Life:
    • Weekly 15-minute sales strategy calls – every Wednesday at 10am CT Teleconference Number: 800-910-2399 Pass Code: 224032 TODAY, May 15th – Find out how you should shift your business focus in Estate Planning under the ATRA 2012.
    • May 16th – Webinar: Estate Planning under the American Tax Relief Act of 2012
  • North American:
    • Demystifying Indexed Universal Life InsuranceSince the first sessions were such a success, North American has extended this series into June.  Make 2013 strong by improving your knowledge on Indexed Universal Life (IUL). The webinars below will help you better understand the nuances of this product design. These quick hitting webinars are 30 minutes, but may be extended for a discussion portion to answer all of your questions. Session times are CENTRAL TIME – make sure you accommodate to your location. Click on the link above to register.
      • TOMORROW, May 16th – Covering Index Credits
      • May 21st – Compelling Features
      • May 23rd – Compelling Features
      • May 28th – Illustration Tips
      • May 30th – Illustration Tips
      • June 4th – How to Sell
      • June 6th – How to Sell
  • American General:
  • Legal & General:
  • MetLife:
  • Transamerica:
    • The In-force illustration tutorial Save time with clear instructions for running inforce illustrations and obtaining basic inforce policy information. This simple tutorial will teach you how to create a variety of inforce illustrations based on the policy owner’s specific situation, such as solving for the number of years to pay the current premium, updating premium modes and more.
    • Required endorsement for MD All producers must submit a signed Endorsement with every application taken in the state of Maryland.
  • American General:
  • Genworth:
    • Notice & Consent Form for Aids Virus (HIV) Antibody/Antigen Testing form changes for AZ – effective May 27th
  • Legal & General:
  • MetLife:
  • Minnesota Life:
    • New Guaranteed Income Agreement for Eclipse IUL – available May 20th Provides a guaranteed lifetime income stream for the rest of your client’s life.
  • North American:
  • Transamerica:
    • Underwriting requirements for Trendsetter  Products in the Trendsetter portfolio (Trendsetter Super Series, Trendsetter LB and Trendsetter Express) have different Underwriting requirements. In order to ensure that the correct requirements are ordered, the Paramedical company needs to receive the correct account number and product name, when placing an order.
  • United of Omaha:
    • FIT Underwriting Success Stories: Bipolar/Depression and Obesity Are you using our FIT Underwriting Credit Program to help your clients get the best offer?
    • How to overcome your client’s sticker shock Have you ever had a client change his or her mind about life insurance coverage when they heard the price? By making your initial recommendation more flexible, you may be able to avoid the sticker-shock surprise and save the sale.
    • Closing the Insurance Coverage Gap for Womensales idea
      Communicating and quantifying the need for life insurance need for women, whether stay at home moms or primary breadwinners, is essential during the sales process. Learn how you can capitalize on this opportunity.
  • Aviva:
  • 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 (February 11 – June 30, 2013) Receive 1% Commission Blitz Bonus Special on all RetireChoice applications received between February 11th and June 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.