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May 28, 2014

  • Genworth:
    • Offering affordable & meaningful LTC coverage today
      The Long Term Care insurance market is changing rapidly. Genworth has gathered a lot of claims and market research data that provide thought-provoking insights into some of those changes and what they mean for your business. Register now to learn ways to leverage Genworth’s market intelligence to help expand your customer base and grow your business.

  • Minnesota Life:
    • 15-minute sales strategy teleconference every Wednesday at 10:00 AM CT
      This 15-minute sales call includes a webinar component.
      Dial-in Number: 1-800-910-2399 Passcode: 224032

  • North American:
    • North American’s Fast Track
      Get up-to-speed with North American’s latest features. This Webinar will put you on the inside track to sales with the latest information on illustration software, and Website features like videos and sales concept kits.
    • A Place to Call Home
      Looking for a carrier that can offer a broad portfolio to meet your diverse list of client needs, competitive compensation for you, and the support and training to help you succeed? Then North American is the place to call home for your business. Attend this Webinar to learn more.
  • Prudential:
    • Prudential’s New Illustration System – PruLife Illustrator
      Prudential’s current illustration system (ISP) is being retired on August 11th and will no longer be available. ISP will be replaced with PruLife Illustrator (PLI). PLI provides a more intuitive user-friendly interface and will have new features like a multi-product term compare.
  • Legal & General America:
  • Minnesota Life:
      • Paper applications for Express Issue cases will no longer be accepted after June 20, 2014.
      • All Express Issue applications received beginning June 21, 2014 must be via Quick eApp. Paper applications will not be accepted after June 20, 2014.
  • AIG:
      • Complete a short application via AG Quick Ticket and Exam One takes it from there.
        Excellent first contact rates and teleinterview turnaround times; 75% of interviews completed are within 24 hours.
      • Express Service Model gets your cases quickly from application to underwriting. Leverages our automated underwriting system.
      • ePolicy delivery delivers policy packets electronically, so policies can be placed in force faster. Can reduce standard delivery time from 2 weeks to 5 hours!
  • Genworth:
    • Get help with one of the toughest client conversations with new Let’s Talk Life materials
  • North American:
    • How to use life insurance for pension maximizationvideo
      Pension maximization using life insurance is a way to help your clients gain death benefit protection while offering an opportunity to maximize pension benefits. Watch this video to help you build your skills, gain insightful tips, and put this sales concept into practice today.
  • Transamerica:
    • TransACE CV is now available in California
      Important transition information
      Any outstanding applications for the 2008 version of the product must be received in good order in the home office by June 20, 2014. If a TransACE CV 2008 policy has already been issued but is still in its delivery period, it may be returned for reissue to a new TransACE CV policy subject to underwriting approval and a new illustration. Get more information about TransACE CV below.
  • North American:
    • New Sizzle Summer Sales Incentive on RetireChoice – see the incentives section below!
  • John Hancock:
    • In-Force Rate Action announcements
      First round of 2013 & next round of 2010 in-force rate action notifications to take place in late June. Policyholder notifications will take place in late June, and rate increases will have an effective date beginning with anniversaries on or after September 1, 2014.
    • Product, pricing, and underwriting changesreminder
      Several changes were made on the Custom Care III and Custom Care III featuring Benefit Builder products. Additionally, John Hancock is introducing a shortened application and revised underwriting process.
    • Temporary suspension of business in Californiareminder
      John Hancock has temporarily suspended sales of all LTC products in California.
    • Massachusetts 8-hour NAIC LTC training due by July 1streminder
      All producers must take an eight-hour NAIC Partnership course effective July 1, 2014 in order to continue soliciting and selling LTC Insurance. If you have taken an eight-hour NAIC Partnership Course from another state, you can take a two-hour Massachusetts supplement course. To view the required eight-hour and two-hour courses go to www.jhpartnership.com.
May is Disability Insurance Awareness Month!
Life Happens has done all the heavy lifting for you! Check out their great FREE DI marketing resources at www.lifehappens.org.

  • Mutual/United of Omaha:
    • Capitalize on the last few days of Disability Insurance Awareness Month
      • Make the most of what you know
        Use this flyer to see the tools and resources you need to reach out to clients and prospects about their disability insurance needs.
  • American National:
    • 2015 Marketing Conference (qualification period 1/1/2014 – 12/31/2014)
      You and your guest will enjoy five days and four nights at The Cove Atlantis, Paradise Island, Bahamas from May 17-21, 2015 if you are one of American National’s top 80 qualifiers.
    • LIR Dash for Cash (5/15/2014 – 8/15/2014)
      Apps submitted and paid between 5/15 and 8/15, earn cash for ASIA PLUS annuities sold with a Lifetime Income Rider!

      • Annuity Level: $500,001 – $750,000 = $750 Bonus
      • Annuity Level: $750,001 – $1,000,000 = $1000 Bonus
      • Annuity Level: $1,000,000+ = $1500 Bonus
  • Legal & General America:
    • Go Figure Contest (3/1/2014 – 12/31/2014)
      This agency incentive begins March 1st and runs through 2014, BUT the qualifications restart again on July 1st, and then again on October 1st. To win an iPad or Android Tablet, you need to focus on financial institutions!
  • North American:
    • Elite Agent Bonus Program(1/1/2014 – 12/31/2014)
    • Triple Pay Program is Back!(3/1/2014 – 8/31/2014)
      Recruit new agents and earn $100 for each of your first three paid life insurance cases! View the video.
    • Sizzle Summer Sales Incentive on RetireChoice (5/19/2014 – 7/31/2014)
      Applies to applications received from May 19, 2014 to July 31, 2014. Transfers and 1035 Exchange premiums must be received by September 15, 2014.
      • Level 1
        Produce between $250,000 and $499,999 in NAC RetireChoice Issued Premium and choose between a $300 Omaha Steaks gift card -or-Maui Jim gift card
      • Level 2
        Produce between $500,000 and $999,999 in NAC RetireChoice Issued Premium and choose between a $750 PGA Superstore gift card -or- Apple gift card.
      • Level 3
        Produce $1,000,000+ in NAC RetireChoice Issued Premium and choose between a $2000 Travel Voucher -or- Cabela’s gift card.
  • Transamerica:
    • Break Away and Travel with Transamerica (4/1/2014 – 12/19/2014)
      • Agents who place $25,000 of premium (minimum 3 TLIC life applications) will earn a 3-day vacation package valued up to $1,400 for yourself and a guest.
      • Agents who place $75,000 of premium (minimum 5 TLIC life applications) will earn a 5-day vacation package valued up to $5,000 for yourself and up to 3 guests.
    • Leading Distributors Convention in Barcelona (1/1/2014 – 12/31/2015)
      This is your opportunity to experience one of the world’s top destinations in an entirely unique way-the Transamerica way! Sun-filled days, exciting nightlife, and the breathtaking beauty of Barcelona await, when you qualify for the 2016 convention – held May 11-15, 2016. View the producer flyer.