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Protected: American Equity / The Changing Face Of Retirement

08 May

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Posted in American Equity, Annuities

 


Protected: Great American / Fixed-Indexed Annuity Interest Rate Increases Effective as of May 7

08 May

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Posted in Annuities, Great American

 


Protected: VOYA / Rate Announcement – Effective 5/13

08 May

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Posted in Annuities, VOYA Financial

 


Protected: Genworth / Mother’s Day

08 May

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Posted in Annuities, Genworth

 


Protected: Great American / Refresher Anti-Money Laundering Training Now Available

07 May

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Posted in Annuities, Great American

 


Protected: North American / IALC Introduces the Changing Face of Retirement

07 May

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Posted in Annuities, North American

 


John Hancock / John Hancock’s unique Vitality Program approved in FL !!!

07 May

Protection UL w Vitality Lower Cost Better Value

John Hancock is taking a whole new approach to life insurance. Be among the first to present the Protection UL with Vitality to clients.

Specifically, this innovative program offers:

Reliable protection for you and your family no matter what life brings

The opportunity to significantly lower your premiums

A personalized program that provides health goals and simple tips

Entertainment, shopping, and travel rewards and discounts

See attached flyer for example of premium savings.

Call today for illustrations.

Live Well. Save Money.

Michael Edelman, Ft. Lauderdale, Ext. 2
Senior Sales Associate for Andrew Szpiro, Regional Director, Ext. 1
John Hancock Brokerage, 401 E. Las Olas Blvd., Suite 1250, Ft. Lauderdale, FL 33301
E-Mail Address: Michael_Edelman@JHancock.com.
Toll Free (800) 333-2103; FAX (954) 527-9098;
John Hancock Life Insurance Company (U.S.A.) – A Manulife Financial Company.

 


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Posted in John Hancock, Life Insurance

 


Transamerica / Organizational Changes for Brokerage

07 May

 

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Organizational Changes for Brokerage

From: Nancy Bosley, President, Transamerica Brokerage

I’m pleased to announce that we have several organizational changes, which took effect on May 1, 2015. Chris Lintecum has been named Vice President, Distribution, for Transamerica’s Life & Protection (L&P) division. For the past two years, Chris has provided strong leadership in his role as Vice President of Administration, New Business. He led the improvement of our service standards, communications and systems throughout L&P. I know that Chris will use everything he’s learned about our business and operations over the last 17 years in this new and pivotal role.

As a result of Chris’s new position, we are making some changes that will leverage the talent we have within our organization and facilitate additional alignment within our teams.

New Business, Commissions & Contracting
Greg Bobzien will move into the position of Vice President of Administration, New Business, Commissions & Contracting. Greg brings 25 years of experience with Transamerica to this role, most recently supporting our Distribution Groups on commissions, contracting/licensing, premium and disbursements. He has a proven ability to implement process efficiencies, identify opportunities for improvement and collaborate across functions to bring the best solution to the table. Greg will retain responsibility for the Distribution Compensation and Contracting/Licensing teams.

New Business – Brokerage
Jeff Marko is taking on the role of Director of New Business, Brokerage. Jeff has been with Transamerica for over 20 years. He has extensive experience across new business, contracting/licensing, commissions and premium. Jeff’s leadership and knowledge of the organization will be a tremendous asset to our new business teams and we look forward to continued progress under Jeff’s leadership.

Customer Care
Transamerica is laser-focused on providing an enhanced customer experience, so I am also pleased to announce the creation of a new inforce Customer Care team, which Connie Whitlock will lead. It will include the Contact Centers, Claims, Policy Service, Disbursements and Premium. With Transamerica’s commitment to customer advocacy, it makes sense to bring these functions together. We are adding additional support with our new Customer Escalation Teams, which will facilitate faster resolution of customer issues and focus on the customer, from post issue to claims.

Please join me in congratulating Chris, Greg, Jeff and Connie on their new opportunities.

If you have any questions, please reach out to your Transamerica Sales Representative or the Transamerica Sales Desk.

 

Transamerica Life Insurance Company
Transamerica Financial Life Insurance Company

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For producer use only. Not for distribution to the public.

COM 362 0415

 



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Posted in Life Insurance, Transamerica

 


AIG / AG News: Great tips for making the sale

07 May

 

VIEW A WEB VERSION OF THIS EMAIL.

 

May 7, 2015

 

Implement compelling sales approach in just 20 minutes

 

Our turn-key program provides a complete training package and action items to show producers how to turn “retirement insurance” opportunities into life insurance sales. Program includes training invite, scripted presentation and recommended follow up action plan and tools to leverage this business growth opportunity.

 

New Sales Idea: Leverage potential IUL cash value growth for chronic illness expense protection
The Value+ IUL provides the opportunity for cash value to grow based in part on some outside index. Over time, if the cash value grows high enough, it could increase the chronic illness payout.


 

Chronic illness protection on IUL vs GUL
Value+ IUL offers strong guaranteed protection to age 81 and requires a lower premium than GUL, which could save your clients money for the same chronic illness protection.


 

Value+ IUL now available in California
Our newest protection-focused IUL product which offers strong, flexible life protection at a market-leading price is now available in California.


 

Learn more about the differences between LTC and CI riders
Attend a live training session via webinar that provides a clear explanation of the differences between chronic illness accelerated benefit riders and long–term care riders. For your convenience, two different sessions are available.


 

IMPORTANT UPDATES

AG Choice Index GUL® discontinued.

Please review our newly revised replacement policies and guidelines.

Certain annuity products to be discontinued effective June 1. Learn more.

Connect with us:

Field Underwriting Guide

State Approvals

Interest Rates

Archives

 

 



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Posted in AIG, Life Insurance

 


Protected: American General / Annuity Rates Are Changing Effective May 11, 2015. View new rates today

07 May

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Posted in American General, Annuities