Advanced Markets
American General
Executive Bonus Plan Helps Keep Key Employees
Using an Executive Bonus Plan and AG Secure Lifetime GUL retains and rewards those employees who are critical to business success.
AXA
Life insurance Can Help Alleviate a Family's Financial Burden
Whether it's the loss of a breadwinner or the loss of wealth, see how Building a Legacy with Life Insurance can help.
ING
Understanding Business Succession Chapter 11: The Entity Purchase
This new chapter in the Understanding Business Succession series discusses Entity Purchase arrangements, popular with business owners because they are straightforward, require only one life insurance policy per owner, and premiums are paid by the business. Also discussed are two specialized entity purchase arrangements.
Business Succession Planning: Tools You Can Use!
The ING Life Companies have the tools and support you need for growing your sales in the business market!
Tax Reform Gives Premium Financing the "Pilates" Treatment
This April 2011 Broker World article, written by ING's Chris Layeux and Peter McCarthy, discusses how the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 adds new temporary flexibility to premium financing arrangements.
John Hancock
Tax Reform Updates with Sarah Spear of AALU, April 19th, 2011, JH Advanced Markets Radio
Did you know that for every 1% drop in the estate tax rate there is $1B in government spending that results? Consider that a 10% drop in the estate tax rate over 10 years amounts to a whopping $100B! Did you know that the cost of estate tax reform is higher than the cost that Congress is now bickering over that may lead to a government shut down? AALU's Sarah Spear, JD, joined Randy Zipse, JD and Senior Counsel, The Advanced Markets Group, to provide an update on tax reform activity the AALU is closely monitoring, and to provide insight into what's happening on the Hill. Click here to listen.
Lincoln Benefit
When It Comes To Passing On A Legacy, Our Agents Value What Matters
In this commercial, Ray shows how he is there to help his customers transfer their wealth to the next generation. Watch for the next commercial on May 13th where Ray will show how he is there to help his customers supplement their retirement income. Click here to play the “Family Portrait” commercial. Click here for the customer version.
Passing Down the Family Business
Customers who want to leave a family business to a child need to take into account how to leave equal amounts to all children. Show them how Legacy Secure SL can help them distribute their assets equally. Click here for the sales idea.
National Underwriter
California: Illustrations Should Always Be Reasonable
States should forbid insurers and agents from using misleading annuity illustrations at any time, not simply during the sales process, a regulator says…Read more
MWA: 2010 Bank Holding Company Annuity Income Drifts Lower
Annuity sales at U.S. bank holding companies brought in a total of about $2.6 billion in commissions and fees in 2010, down 1.8% from the 2009 total, according to Michael White Associates…Read more
DTCC Adds Agent Product Certification Data
The Depository Trust & Clearing Corp. is making it easier for life insurers and wholesalers to determine whether specific agents can sell specific annuity products…Read more
Marketing/Industry Updates
American General
AG Secure Lifetime GULSM Q&A
Find the answer to most questions on the new AG Secure Lifetime GUL in this new Frequently Asked Questions brochure. view
Standard Plus On UL
Are you quoting Standard Plus on your UL cases?
Care For A Special Needs Dependent
Develop a plan to care for a special needs dependent using AG Secure Lifetime GUL.
Newsletter Options
You can see all pieces referenced in this newsletter, all in one document. Download it now; print it and take it with you to read Fast Track at your convenience, wherever or whenever that may be! A printer-friendly version of this newsletter is also available.
Genworth
Genworth Moving Forward
Pat Foley, President, Distribution & Marketing, announces Genworth's new Distribution & Marketing organization structure. Read more
ING
S.O.L.A.R. Insurance Arrangements eKits are now available!
Closing the sale has never been easier!
- Two kits - Employer Implementation Kit and Employee Enrollment Kit - are available
- Links to Marketing Materials + Related Forms...all in one PDF
- Forms are fillable and data pre-populates to save keystrokes!
- "Buttons" help you navigate throughout PDF to various sections
Option to print or send electronically
CD Max Consumer Flyer
Use this flyer (#159311) to easily explain the popular CD Max concept to your customers. It will be available this week for order and available via the Life PromoCenter for email and print campaigns.
ING IUL-Global Facts At-A-Glance - 154641
Available in print and electronically on ING for Professionals.
ING IUL-Global Plus Facts At-A-Glance - 156594
Available in print and electronically on ING for Professionals.
Lincoln Financial
Diversify And Shelter From Market Risk
Do you have clients who want to maximize their estates? Could they benefit from an asset class that can diversify the portfolio and provide shelter from market risk? Consider this solution.
MetLife
MetLife Investments: Delivering on Our Promises
The Delivering on Our Promises piece has been updated to reflect MetLife's investment portfolio for the fourth quarter of 2010. This client approved piece illustrates the position of MetLife's investment portfolio. Click here to view it now.
Mutual of Omaha
April's Term Life Answers Teleconference Recording Is Available
Listen to what makes Term Life Answers more attractive to your clients. Read More
Sales Illustrated Flyer
Help your clients protect their family with the right amount of life insurance. Read More
Revised Life Insurance Prospecting Self Mailer Now Available
Let your prospects know how life insurance can help meet a variety of needs. You can order these through your normal channel. Self Mailer
Promote Mutual of Omaha's Laguna Niguel Trip
Wouldn’t it be nice for your top agents’ hard work to be rewarded with one of the best incentive travel opportunities in the industry? A trip to Laguna Niguel in April of 2012 can be theirs simply by placing business with Mutual of Omaha. We want to help you get the word out, so we’re offering you several print pieces that can be co-branded with your contact information. We’re also making an ad available that you can post on your company’s Web site. Read more
Protective Life
Protective Life Fourth Quarter 2010 Financial Highlights
Click here to read the financial highlights for the fourth quarter of 2010, which was another strong quarter for Protective.
Transamerica
What's The IPO?
Learn why there's so much buzz about Transamerica's Income Protection Option (IPO) by watching our quick video. To view, click here.
National Underwriter
SEC to Public: Have Any Ideas About How to Educate Investors?
The U.S. Securities and Exchange Commission is asking the public for ideas about which approaches to investor education are – and are not – working…Read more
IRS to Adjust Plan Advisor User Fees
The Internal Revenue Service is restructuring the fees it imposes on the enrolled retirement plan agents who help retirement plans with tax matters…Read more
LIMRA: Seniors Fear Public Policy Changes
About half of retirees ages 55 to 79 expect tax increases and changes in Medicare and Medicaid to affect their ability to cover retirement costs…Read more
Dodd–Frank: Wolin Speaks Up for FSOC
Treasury Undersecretary Neal Wolin today lashed out at those seeking to delay or otherwise impede implementation of the Dodd–Frank Act, vowing that the administration will move forward “quickly, carefully and responsibly.”…Read more
Consultants: The Real World Matters
Younger consumers may look for information about life insurance online — but real people and real life events continue to be the major triggers for those searches…Read more
Scottish Re Unwinds Securitization
Scottish Re Group Ltd. says it is unwinding a securitization deal and implementing a merger that should provide liquidity for ordinary shareholders…Read more
Consultant: Client Mix Affects Advisor Income Awareness
Financial professionals with a higher percentage of clients in or nearing retirement seem to be more interested in income planning issues, according to experts who spoke at a recent National Retirement Planning Week event…Read more
IASB Surveys Public About Insurance Standard Timeline
The International Accounting Standards Board is asking members of the public to tell it how they think the board should schedule work on an insurance contract standard contract and 3 other major standards…Read more
Product
American General
New Lower Rates on AG Select-a-Term®!
We've just made significant premium reductions and enhanced our competitive position in the most popular term durations and risk classes. Read the product bulletin here. Extended transition rules for AG Select-a-Term® Read the product bulletin here
AXA
Thursday, May 12 at 2pm ET or Friday, May 13 at 3pm ET: AXAs Equitable Athena Universal Life newly enhanced and Available April 25.
Click here for more information
ING
Important Variable Investment Option Changes
The ING Life Companies are continuing to streamline and improve the variable investment options (“funds”) that are available through our variable insurance products. Read on for details of how this may, in the near future, affect the variable insurance products issued by the ING Life Companies. Read more
Lincoln Benefit
New Legacy II Series In Maryland
Our newest no-lapse guaranteed universal life products, Legacy Secure II and Legacy Choice II, will be available in Maryland beginning May 2, 2011. Read the bulletin to find out about the new Legacy II series and the transition rules in Maryland. Learn more
Nationwide
Nationwide YourLife No-Lapse Guarantee UL Will Have A Price Increase For All New Policies Effective June 1, 2011
While some carriers have decided to exit the no-lapse guarantee universal life insurance market, Nationwide® has continued our commitment to bringing you and your clients a quality product - even in the face of the challenging economic environment. Read more
Transamerica
Of Current Interest
For interest rates on Transamerica products effective April 13, 2011, click here. |
