Saturday, March 27, 2010

Rates hold April 1 - RBC Connection Newsletter

 

 

RBC Insurance US

March 2010

Annuities and Life Insurance issued by
Liberty Life Insurance Company

RBC Connection - published by RBC Insurance for independent marketing organizations and producers

 

 

News Focus

Updated annuity suitability form

Reminder when submitting applications

Delivery of client contracts and required receipt

Partial 1035 exchanges

Reminder: refund of premium deposits prior to contract issue not allowed

Annuity training notice for CA producers

New SC license renewal process

Read more ...

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RBC Insurance is pleased to bring you this e-newsletter with important marketing news. Click on the links in this issue to view April 1 interest rates, a client-approved piece on growth of accumulation value and income base, and updated consumer ads. If you have questions, please call our
Sales Desk at 888-262-8131.


Sales & Marketing

Annuity rates, effective April 1.
Please note: Many renewal rates will be changing soon, for more information, call the Sales Desk.

If you're not yet selling
RBC Insurance annuities, here's
10 reasons why you should make us your annuity carrier!

Check out our updated consumer ads on the Value Master and
Master Builder annuities ... call today for personalization!

GLWB Income Riders - FAQs

How do the bonuses work?

What happens to the rider's benefits if the client dies?

 

Get the answers here ...

Annuities & Income Riders Web Site

Looking for sales and marketing materials on the RBC Choice Series of FIAs and GLWB income riders ...

 

Visit this Web site

 

Client-approved Handout

Help clients understand the difference between the growth of the annuity's accumulation value and the growth of the rider's income base. Click here or on the image below to get the PDF.

RBC Choice Series & Income Riders - Accumulation Value vs. Income Base Value Client Handout

 

Header - Webinar Section

RBC Sponsored April 2010 Webinars - Register Today!

FIAs with Income Riders and VAs with Income Riders ...
Exploring the sales opportunities, similarities and differences
Thursday, April 8, 2010 at 10 a.m. CST

This presentation is aimed at exploring two products, fixed index annuities and variable annuities, when income riders are added to the equation. If you've sold VAs with income riders in the past but aren't as sure about selling FIAs with income riders, register now to find out how they compare and where the sales opportunities may exist for you and your clients.

Register Now

RBC Insurance: Financial strength, annuities and income riders
Wednesday, April 14, 2010 at 2 p.m. CST

This webinar covers the financial strength of RBC and RBC Insurance in the US and the RBC Choice Series Fixed Index Annuities with optional
7.5% rollup rate Income Riders.

Register Now

Footer - Webinar Section


 

LifeNOTES

Car and People Driving


Lighter term rates, even for those
with a heavy foot!

RBC LevelTERM® offers great rates, even if your client is a little too fast behind the wheel.

Give us a try on your next case ...
Get a quote today!

 

 

 

 

RBC Insurance® is the brand name for Liberty Life Insurance Company, a part of the global
insurance operations of Royal Bank of Canada. ®Registered trademarks of Royal Bank of Canada. Used under license.

FOR PRODUCER USE ONLY. NOT FOR CONSUMER SOLICITATION.

 

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Aviva's April 2010 Webcast Schedule from Training 4U

 

 

 

To view this email as a web page, go here.

 

Aviva Monthly Webcast Schedule

 

 

Webcast Login Instructions

1.     Click on the "Join Webcast" button next to each header.

2.     Enter your name and email address.

3.     Enter the meeting password listed under each webcast below. Please note: meeting passwords are case sensitive.

4.     Click "Join"

To join the teleconference:

  • Call toll free (US/Canada): 866-469-3239

Is your calendar already filling up with client appointments?
Good news! We record our training webcasts and make them available 24/7 on our agent website, Aviva Live, under Marketing > Training > Webcast Archives. Visit us anytime and start learning when it works for you!

 

 

 

Advanced Markets Webcasts

 

Business Continuation Planning
Join the Advanced Markets group as we discuss the issues surrounding planning for the transition of a business. Whether to a family member, key employee or outsider, there are critical planning issues that need to be understood and explained to clients and prospects to ensure a smooth and orderly business succession plan. We will review the critical issues that arise and also how life insurance plays a vital role in achieving a successful transition.

 

 

April 12, 10:00 AM CDT
Meeting Password: Aviva1adv

Join Webcast

 

 

Annuity Webcasts

 

Aviva's Annuity Riders
April 15, 10:00 AM CDT
Meeting Password: Aviva1annuity

Join Webcast

 

 

Aviva's Indexed Annuity Series
April 29, 1:00 PM CDT
Meeting Password: Aviva1annuity

Join Webcast

 

 

Compliance Webcasts

 

Source of Funds Issues
April 20, 10:00 AM CDT
Meeting Password: Aviva1comp

Join Webcast

 

 

Products Webcasts

 

Wellness for Life® Version II 1
Learn about this unique rider that's designed to help you realize the benefits of living a healthy lifestyle. Now, when you purchase life insurance through Aviva, you can add the rider and elect to take advantage of services from Mayo Clinic Health Solutions that may help maintain or improve your health, plus guarantees!

 

 

Wellness for Life® Rider
April 5, 10:00 AM CDT
Meeting Password: Aviva1well

Join Webcast

 

 

Get the Wellness Advantage on Your Life Insurance Sales
April 19, 2:00 PM CDT
Meeting Password: Aviva1well

Join Webcast

 

 

 

Understanding Policy Loans 2
April 1, 10:00 AM CDT
Meeting Password: Aviva1loans

Join Webcast

 

 

Understanding Indexed Universal Life
April 7, 10:00 AM CDT
Meeting Password: Aviva1iul

Join Webcast

 

 

Understanding Indexed Strategies
April 14, 10:00 AM CDT
Meeting Password: Aviva1strat

Join Webcast

 

 

Aviva's No-Lapse Guarantee Portfolio
April 22, 10:00 AM CDT
Meeting Password: Aviva1nlg

Join Webcast

 

 

Understanding MEC & Guideline Premium Tests
April 26, 10:00 AM CDT
Meeting Password: Aviva1mec

Join Webcast

 

 

Lifetime Builder II 3
April 27, 1:00 PM CDT
Meeting Password: Aviva1life

Join Webcast

 

 

Term 2010
April 28, 10:00 AM CDT
Meeting Password: Aviva1term

Join Webcast

 

1 The Wellness for Life program is not available for sale in the state of New York at this time. Availability may vary by state.
2 Variable Loans are not approved in New York. Aviva Life and Annuity Company of New York offers fixed policy loans in the state of New York.
3 In the state of New York, Lifetime Builder II is sold as Life Builder II under Aviva Life and Annuity Company of New York.

 

Software Webcasts

 

Life Portraits Sales Solutions Software Basics
April 13, 1:00 PM CDT
Meeting Password: Aviva1lpss

Join Webcast

 

 

Understanding LPSS Supplemental Reports
April 21, 10:00 AM CDT
Meeting Password: Aviva1reports

Join Webcast

 

 

If you have any questions about the webcasts listed above, please contact
Distribution Services at (800) 801-1486 ext. 2396

 

This email was sent to: jesse@schaeferfinancialgroup.com

This email was sent by: Aviva Life and Annuity Company
611 5th Ave Des Moines, IA 50309 USA



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Aviva's life insurance and annuity products are issued by and all policy benefits are the responsibility of Aviva Life and Annuity Company, Des Moines, IA and Aviva Life and Annuity Company of New York, Woodbury, NY.

Products not available in all states. In New York, available products are issued by Aviva Life and Annuity Company of New York. Aviva Life and Annuity Company of New York is the only Aviva insurance company referenced above authorized to do business in the state of New York.
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