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May 8, 2013
  • American General:
      • TODAY, May 8th – Quote System
      • 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:
  • MetLife:
  • Minnesota Life:
    • Weekly 15-minute sales strategy calls – every Wednesday at 10am CT Teleconference Number: 800-910-2399 Pass Code: 224032
  • 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 9th – IUL Mechanics
      • May 14th – Covering Index Credits
      • 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:
  • Aviva:
  • Genworth:
    • Seed vs. Harvestvideo View Charlie Gipple’s most recent video to learn more about income tax advantages of index universal life insurance.
  • ING:
    • One new strategy to help solve two important goals – A.P.P. ING Accumulation & Protection Planning (A.P.P.) Combo is a new cost-efficient strategy designed to help consumers: 1. Protect more for a secure future. 2. Save more for retirement. Learn more in the Producer Guide or Consumer Brochure.
    • Buy-Sell Wizard available on ING Presents 2 You can more easily determine which structure of buy-sell arrangement may work best for your clients with the Buy-Sell Wizard on ING Presents 2.
    • Considering a Roth IRA? Don’t overlook Cash Value Life Insurance This new consumer flyer shows that cash value life insurance can provide an alternative to a Roth IRA for retirement and family wealth transfer.
  • MetLife:
  • North American:
  • Protective:
    • Initial premium acceptance rules
  • Prudential:
    • Limitations on applications for UL & SUL Protector products
  • Symetra:
    • How to Turn Your Client’s IRA Into a Greater Legacypresentation A stretch IRA can be an effective tool for increasing the wealth that passes to your client’s beneficiaries. With a life insurance policy held inside an irrevocable life insurance trust (ILIT), their stretch IRA can result in a larger legacy and more control over how trust assets are distributed.
  • Transamerica:
    • TransACE Survivor now available in Guam TransACE Survivor is a guaranteed second-to-die product which includes greater flexibility than ever before, with the MultiFlex Surrender Endorsement (MSE) and a new two-year rolling target. It is built to be sustainable for the long term with patent-pending Real Time Pricing, which offers clients the best Transamerica ACE interest rates available at policy issue. For more details, view the information below. – TransACE Survivor State Availability – TransACE Survivor Product Guide – TransACE Survivor Quick FactsGUL Products Guide to Doing Business
    • TransACE 2013 now available Guam TransACE 2013 continues to offer the guarantees, flexibility and control clients need today. TransACE includes the MultiFlex Surrender Endorsement (MSE), a new two-year rolling target, and is built to be sustainable for the long term with Real Time Pricing. TransACE also offers the Long Term Care Rider, subject to jurisdiction availability. For more details, view the information below. – TransACE State Availability – TransACE Product Guide – TransACE Quick Facts
  • United of Omaha:
    • Guaranteed ADvantage – tips for quick issue Here are a few points to remember when offering AD to your clients.
    • Living Promise replacing Whole Life Expresseffective June 1st Living Promise Whole Life will replace Whole Life Express (WLE) product in all states except CA and CT.
    • Mobile Quotes Now This tool allows you to enter your client’s information and get an instant Living Promise or Term Life Express quote from your mobile device.
  • A Taxing Situation: A Closer Look at Tax Policy TrendsPreserving the tax benefits of annuities are a vital tool to help ensure financial security for retirees. Yet, the tug and pull of Washington politics puts these essential benefits in jeopardy, as both the Administration and Congress look to reduce spending and increase revenue to tackle America’s growing deficit issues.
  • Selling to Boomers’ Motivational ValuesBrain researchers don’t believe most people make decisions through logical analysis using the left side of the brain and with fluid intelligence. They believe decisions primarily are made through our emotions – not emotionally, but rather using emotions to determine whether or not something is personally advantageous.
  • 6 retirement truths your boomer clients need to knowSix advisors who cater to boomers share the words of wisdom that they keep top of mind.
  • 5 reasons why low rates can’t stop annuity salesNew product features are keeping fixed and fixed indexed annuities attractive, despite continuing low interest rates.
  • Genworth:
  • United/Mutual of Omaha:
  • 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.
  • 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.