Bulletins

Americo – Important Compliance Update

Doing business the RIGHT way is the only way to do business. Americo is committed to helping you build your business in a compliant and ethical manner. Click on the link below for an important Compliance Update about “Doing the Right Thing”, Important Notices and State Updates. Compliance Update
Bulletins

John Hancock – Introducing LTC Captivate 2.0

Introducing LTC Captivate 2.0 Since it was introduced, LTC Captivate has provided a convenient online way to educate clients, design a plan, and submit the application. John Hancock is pleased to announce a number of new enhancements, making LTC Captivate 2.0 even easier to use.
To view more details and to register for upcoming webinars, click here.
Bulletins

National Western – The Score Newsletter

1% Commission Bonus The commission bonus now applies to annuity applications dated between August 15th and October 15th, and received in the Home Office by October 30th. Click here for full details. Website Update The National Western Life company website has undergone a facelift. National Western is pleased to bring you a more intuitive design. If you have questions or difficulty finding anything on the new site, please contact Marketing. Avoid Delays on Your Pending Business Please be sure to include a policy number and/or correct agent number on any documents submitted to NWL. Excluding this information will cause delays in processing.
  • To expedite receipt of funds on incoming transfers, a simple phone call from the agent with the client to the transferring company can go a long way.
  • Ensure you’re using the most current forms by using FormSource. Don’t rely on forms that were printed more than a few weeks ago.
Buyer’s Guides for Annuities – Maine Beginning November 1, 2015, the Annuity Buyer’s Guide is required to be delivered to clients at the time of application in the state of Maine. The guide is available in FormSource on MyNWL and hard copies can be ordered. Click here for a list of states and the corresponding Buyer’s Guide form numbers. Click here to read Compliance Bulletin 04-15 for more information.
Life Insurance

Leverage idle assets to increase legacies

Presented by  Brian Leising You may have clients approaching age 70 concerned that taking required minimum distributions will increase their tax exposure. They may not need the extra income and want to minimize their tax risk. This strategy featuring life insurance can help them reduce their tax exposure and create wealth for the next generation. Your clients may also want to consider different strategies for utilizing surplus income from IRA distributions.