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September 4, 2013

  • MetLife:
  • Minnesota Life:
    • Weekly 15-minute sales strategy calls – every Wednesday at 10am CT
      Teleconference Number: 800-910-2399 Pass Code: 224032
      – September 4th – no call due to the holiday.
  • North American:
      • Session 4: Illustration Tips
        TOMORROW, September 5th at 2pm CT
      • Session 5: How to Sell
        September 10th at 10am CT
        September 12th at 2pm CT
    • September Product Changes Webinars
      Click on the above link now to register. After clicking the link, click on the “register” button for any of the webinars you want to attend. You will then receive a personalized invite for the meeting with additional information.
      Event Password: (case sensitive) Webinar1
      Dial-in number: 877-937-0681 Passcode: 9264795

      • TODAY, September 4th – September Changes – overview
      • TOMORROW, September 5th – September Changes – overview
      • September 5th – Guarantee Builder IUL
      • September 9th – Guarantee Builder IUL
      • September 10th – Accelerated Benefit Endorsement
      • September 11th – Accelerated Benefit Endorsement
  • Transamerica:
  • AIG/American General:
    • Longevity Protectionsales concept
      Problem – Possible Retirement income shortfall due to illness
      Solution – Life insurance you don’t have to die to use
      Use Lifestyle Income Solution – an optional feature that provides guaranteed income to the client – can be added to Secure Lifetime GUL. This longevity protection rider draws down the death benefit to provide a backstop to the client’s retirement planning. To view more sales concepts, visit the playbook!
    • Tax diversification as a solution
      Lower Retirement Tax Bracket? Think Again. Clients depending on lower tax brackets at retirement? Consider this. The top federal income tax bracket has been greater than current top bracket 60% of the time in last 100 years. Find out about tax diversification as a solution.
    • Client Preparation Guide
      When using the AG Quick Ticket model, share the Client Preparation Guide with clients to make sure they are prepared before the process beings. Preparation is critical to a successful experience plus it can help the case be processed as quickly as possible.
  • ING:
  • Lincoln Financial:
  • MetLife:
    • Why should clients add the Enhanced Care Benefit to their Promise Whole Life policy?
      Find out why adding the Enhanced Care Benefit to a client’s MetLife Promise Whole Life Policy could be very beneficial. Visit the microsite for more information.
  • North American:
    • New Indexed Universal Life product – COMING SOON!
  • Protective Life:
    • Lower rates for Custom Choice UL (10-30 years)
    • Simplified applications for Life Insurance & Conversions/Exchanges
      Effective immediately, the new simplified Term and Universal Life Application packet is available for print or download from www.myprotective.com. The packet only includes basic forms, state required forms and a few optional forms for single sided print only.
      Please note: this simplified application packet does not include some of the optional forms that may be required depending on your submission. Other forms must be printed or downloaded separately when necessary. (The full application packet – including supplemental forms – two sided print – remains available for print or download.) In addition, the new simplified Application for Conversion or Exchange is also now available on the My Protective website. Login and select “Doing Business” and click on “Forms and Applications”. (The old application form will continue to be accepted until everyone’s supply is exhausted.) Enhancements to the Policy Conversion and Replacement Information sections of the Application for Conversion or Exchange eliminate the need to submit a full application with evidence of insurability questions that do not apply.
  • Transamerica:
  • United of Omaha:
    • Guaranteed Universal Life Catch-up Provision
      Review this GUL illustration and discover how GUL is flexible to keep up with life’s changes.
    • Life & Disability application packet revisionsreminder
      While changes are being made, it would be best to not order large quantities of stock until late October, after all the application packets have been updated.
  • American National:
    • Annuity Cash is King (June 1 – November 30, 2013)
      Receive a cash bonus for Strategy Indexed Annuity (ASIA) PLUS sales.
  • Aviva:
    • Commission/bonus for TargetHorizon sales! (ENDS September 30, 2013)
      All writing agents TargetHorizon 10 and TargetHorizon 10 Select applications received
      between May 1st and September 30th (and funded and issued by November 15th), will qualify for 50 bps bonus.
  • John Hancock LTC:
  • 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.
  • North American:
    • 1% Commission Blitz Bonus (ENDS September 30, 2013)
      Receive 1% Commission Blitz Bonus Special on all RetireChoice applications received between February 11th and September 30th.
    • Annuity Sales Sizzler (EXTENDED to September 30, 2013)
      Don’t miss out on these great specials!
    • The Great Escape (August 1 – October 31, 2013)
      Write IncomeChoice Fixed Index Annuity business with North American and earn travel rewards! The more IncomeChoice Fixed Index Annuity business you write, the farther you can go! Receive a travel reward along with concierge travel services.
  • Transamerica:
    • Bonus Program (EXTENDED to December 31, 2013)
      Transamerica is offering this limited-time incentive bonus program on TransACE and TransACE Survivor life insurance policies.