Aviva February Webcast Schedule

 

We know you're busy (the best agents always are). Take a break and join our monthly webcast series to learn more about the latest Aviva products, legislation updates, industry news and more. We can help you attract new customers and continue to be your customers' strategic partner. Can't make our live webcasts? We've recorded them all so you can check them out at any time. Just log in to Aviva Live to access the webcasts under Marketing > Training > Webcast Archives. If you have any questions, Distribution Services is here to help. You can contact us at (800) 801-1486, ext. 2396. Introducing the Aviva Survivorship Builder Survivorship UL is not just for estate taxes anymore. Choose from six new webcasts and explore the features that make this new product flexible and versatile. New for 2012 We've added four new webcasts focusing on our leadership in Indexed Universal Life. Whether you're new to IUL and want to learn the basics, or you want to better understand how we compare to the competition, there's a webcast for you. © 2012 Aviva USA 7700 Mills Civic Parkway, West Des Moines, IA 50266 USA We respect your right to privacy - view our policy. If you no longer wish to receive emails from Aviva USA you may unsubscribe. Aviva's life insurance and annuity products are issued by and all policy benefits are the responsibility of Aviva Life and Annuity Company, West Des Moines, IA and Aviva Life and Annuity Company of New York, Melville, 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. For agent use only — not for use with the general public.

 

Qualify For Our 2012 Convention In Maui

 

 

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Webinar Monday - Get New Sales From Your Book of Business!

 

 

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Agent E-News Connection // January 2012

January Monday Tuesday Wednesday Thursday Friday 2 3 4 5 10:30 am (CT) All I Wanted for Christmas Was...Compliance! Host: Paul Garofoli and Ayanna Burns 6 9 10 10 am (CT) e-App Training Host: Wayne Whitmire 11 12 2 pm (CT) e-App Training Host: Wayne Whitmire 13 10 am (CT) Create a Tax Free Legacy Host: Gary Fischer 800-747-5150 7192319 16 17 18 19 20 23 24 10 am (CT) e-App Training Host: Wayne Whitmire 11 am (CT) Create a Tax Free Legacy Host: Gary Fischer 800-747-5150 7192319 25 12 noon (CT) DB Enhancement for annuity, IRA and CD owners Host: Paul Garofoli 800-747-5150 7192301 26 2 pm (CT) e-App Training Host: Wayne Whitmire 27 30 10 am (CT) Get New Sales From Your Book of Business! Host: Gary Fischer 800-747-5150 7192319 31 2pm (CT) e-App Training Host: Wayne Whitmire       SAT-1283.Rev.1.23.12

National Western Life Insurance Company | 850 East Anderson Lane, Austin, TX 78752-1602 Agent Hotline: 800-760-3434 | Fax: 512-339-8350 or Email: mktg@nationalwesternlife.com www.nationalwesternlife.com Unsubscribe

 

Important Information Regarding SPDA-MYGA Rate Changes

 

CLICK HERE TO OPT OUT OF THESE EMAILS, or call marketing at 888-647-1371, or fax us at 515-225-6314. American Equity’s failure to comply with your opt out request within 30 days is unlawful.

 

 This e-mail, including attachments, is covered by the Electronic Communications Privacy Act, 18 U.S.C. 2510-2521, is confidential, and may be legally privileged. If you are not the intended recipient, you are hereby notified that any retention, dissemination, distribution, or copying of this communication is strictly prohibited. Please reply to the sender that you have received the message in error, and then please delete it. Thank You.

Sentinel Personal Choice Annuity Now Licensed in Minnesota, Oregon

 

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Sentinel Security Life Insurance Company            Policy Documents, Forms & Marketing Materials Soon to Follow   Dear Valued Business Partners:   Sentinel Security Life is pleased to announce that we are now licensed to sell our Personal Choice Annuity™ product in the states of Minnesota and Oregon with a special introductory rate. Please refer to the rate decrease announcement dated January 23, 2012 for details on the introductory rate for Minnesota and Oregon. We are excited to provide this innovative product in these states.     We are in the process of updating all of our online and printed marketing materials to ensure that our agents can start selling this product as soon as possible in Minnesota and Oregon. Below we've included a table of estimated completion dates for the forms and documents you'll need to start writing business. Please note these dates are only estimates and while we are doing our best to get everything updated as soon as possible, some items may take longer than stated estimates.     Minnesota Forms & Marketing Tools Estimated Available Date For Agents App Packs - Forms Click Here to Download; Print by 02/01/12 State Approval Grid Click Here to View Supply Order Form Click Here to Download Illustration Software Available for Download on 01/25/12 Rate Sheets/Quicksheets Click Links Below; Print by 02/01/12 Ad Slicks Available 01/25/12 NAIC Model Regulation Training Not Applicable in MN      Oregon Forms & Marketing Tools Estimated Available Date For Agents App Packs - Forms Online by 01/27/12; Print by 02/10/12 State Approval Grid Click Here to View Supply Order Form Attached Below Illustration Software Download on 01/25/12 Rate Sheets/Quicksheets Click Links Below; Print by 02/01/12 Ad Slicks Same as Current Standard Ads NAIC Model Regulation Training Required Prior to Soliciting   MN & OR Rate Sheet MN Annuity Quicksheet  OR Annuity Quicksheet    We look forward to our continued and successful partnership and want to thank you for the consistent hard work you put towards writing business for Sentinel's Personal Choice Annuity™. Sincerely, Sentinel Security Life 2121 South State Street Salt Lake City, UT 84115  Please contact us if you have any questions: Call: 800-247-1423 Email: agency@sslco.com For producer use only. Not for use with the general public.

 

Forward email This email was sent to jesse@schaeferfinancialgroup.com by jduckworth@sslco.com |   Update Profile/Email Address | Instant removal with SafeUnsubscribe™ | Privacy Policy. Sentinel Security Life Insurance Company | Home Office | 2121 South State Street | Salt Lake City | UT | 84115

IMPORTANT ANNUITY UPDATE - New Crediting Rates

 

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Sentinel Security Life Insurance Company           IMPORTANT ANNUITY UPDATE - New Crediting Rates    January 23, 2011  Since the launch of the Personal Choice Annuity™ Sentinel has been committed to providing some of the highest rates offered in a multiyear guarantee annuity. Due to the downward pressure of market conditions, Sentinel will begin to offer the Personal Choice Annuity™ with the following rates and associated effective dates:     Minnesota Florida All other approved states   Personal ChoiceTM 5 Year  3.15% 3.35% 3.45%   Personal ChoiceTM 7 Year  3.25% 3.45% 3.55% Personal ChoiceTM 10 Year  3.35% 3.75% 3.85%   February 13, 2012  Effective date of new crediting rates - Any applications signed on this date and later will receive the new crediting rates. An update to the Illustration software will be available on this date as well.   February 20, 2012  All applications signed on February 13, 2012 and earlier must be received in the Home Office by this date to receive the current crediting rates.     March 29, 2012  End of 45 Day Hold - All transfers and exchanges for any application signed prior to February 13, 2012 must be completed by this date in order to receive the current crediting rates.     Recently Sentinel announced the launch of the Personal Choice Annuity™ in the states of Minnesota and Oregon. These two states will follow the same rate change rules that are outlined above. While this is not an ideal situation we felt it important to provide the immediate opportunity for the highest possible rates in Minnesota and Oregon for individuals who have been anxiously awaiting the approval of the Personal Choice Annuity™.     We again want to express our sincere appreciation for your continued support of this product and Sentinel. We believe these rates are still very attractive, and given the unique design of this product, will continue to have among the highest crediting rates available in the MYGA market place.     In addition we appreciate the effort that you have taken in order to make this a successful product. We look forward to continuing our partnership with you.   Sentinel Rate Sheet Effective February 13, 2012 Sincerely, Sentinel Security Life 2121 South State Street Salt Lake City, UT 84115  Please contact us if you have any questions: Call: 800-247-1423 Email: agency@sslco.com For producer use only. Not for use with the general public.

 

Forward email This email was sent to jesse@schaeferfinancialgroup.com by jduckworth@sslco.com |   Update Profile/Email Address | Instant removal with SafeUnsubscribe™ | Privacy Policy. Sentinel Security Life Insurance Company | Home Office | 2121 South State Street | Salt Lake City | UT | 84115

Phoenix Announces GMWB Rider Changes Effective 2/1/12

 

 
Important Announcement Regarding Phoenix Index Annuity Rider Changes
Effective Wednesday, February 1, 2012

 Phoenix is announcing changes to our Annual Benefit Percentages impacting the following indexed annuity
Guaranteed Minimum Withdrawal Benefit (GMWB) riders:

• Income Strategy: Today
• Income Strategy: Tomorrow
• Income 25
• Income Plus

Please click here to download this announcement including the revised ABA charts which will go into effect on February 1, 2012.
 
Transition Rules
1.   Cash with Application - applications signed on or before 1/31/12 and received in good order by Phoenix by end of day on 1/31/12 will be issued the existing riders.

2.  1035 Exchanges/Rollovers – all applications signed on or before 1/31/12 and received in good order by Phoenix by end of day on 1/31/12 must have the money to Phoenix within 45 days, by 3/16/12, in order to be issued the existing rider. This applies to all contracts, including pending cases.

3.   Applications that are not received in good order by 1/31/12, as well as any 1035 exchange/rollover money not received by close of business on 3/16/12, will be issued the new version of the riders. Both the client and agent must sign an acknowledgement form which will accompany the updated disclosure document and will state that the client agrees to receive the new version of the rider.  We will not issue without this form or a new application.

4.   Applications signed after 1/31/12 will be issued the new rider.
 
Important reminder regarding the NAIC suitability training:
Please be aware if your state has adopted this regulation, you must now complete state-approved CE training as well as product specific training or your application will be considered NIGO. To view training requirements and state specific deadlines, please visit our website.
 
If you have questions about these changes or require further clarification, we are happy to help.
 
Product materials, quotes and information:
Annuity Sales Desk: 888-794-4447, option 1
 
Pending application status:
Annuity New Business: (800) 541-0171, option 4, option 4 or annuity.newbusiness@phoenixwm.com
 
 
Thank you again for your business.
We look forward to continued shared success!
 
Producer use only. Not for use with the public as sales literature.
 
Product features, riders, options and availability may vary by state.
Guarantees are based on the claims-paying ability, PHL Variable Insurance Company.
Phoenixindexed annuities are issued by PHL Variable Insurance Company (PHLVIC) (Hartford, CT). PHLVIC is not authorized to conduct business in Maine and New York.
 
 
Member of The Phoenix Companies, Inc.                                                      BPD38148   1/12

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The Phoenix Companies, Inc. One American Row Hartford, CT 06013 US Read the VerticalResponse marketing policy.

RSL - Eleos - Great 5 Year CD Alternative!

!

 

 

3.00% First Year Interest Rate 2.00% Base Rate 3.25% Commission **
	10% Free Withdrawal Available Immediately 5-Year Surrender Charge (8, 7, 6, 5, 4, 0) plus or minus MVA 1.0% Minimum Guaranteed Interest Rate Years 2+   Full Account Value Paid at Death Hospital, Nursing Home & Custodial Care Confinement Waiver 14 Year History of Renewal Rate Integrity To find out more about the Eleos-MVA, contact Reliance Standard Life's Annuity Sales Desk: 800.351.7500 x3666  or via email at: annuity.marketing@rsli.com www.reliancestandard.com Issued by Reliance Standard Life Insurance Company Home Office: Chicago, Illinois Administrative Office: Philadelphia, Pennsylvania. Policy Form # RSL-8336-1004, LRS-9348-0805, RSL-8338-1004, RSL-9200-0904. For education of producers/agents only and not intended for public distribution. Policy not available in all states. For complete details and descriptions of all benefits and features, please refer to the policy. Rates current 9/29/11 and are subject to change. **Commission shown for Age 0-75, reduced 20% age 76-80 and 40% age 81-85. See commission schedule for full details.
The Leading Annuity Producer Incentive Program

 

Liberty Life The Bottom Line - January 2012

 

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THE BOTTOM LINE - January 2012 Liberty Life Insurance is pleased to bring you this e-newsletter with important marketing news. Click on the links in this issue to view interest rates, flyers and new presentations on Liberty Life and annuity suitability training. If you have questions, please call our Sales Desk at 888-262-8131. Bringing New Business In-house to Serve You Better Beginning Feb. 1 your annuity business will be processed in-house by our team of New Business specialists. Recently The Bottom Line visited with team leader Kathy Blackwell. Read the story Meet Your Sales Team Our Sales Desk is staffed with a team of experienced internal wholesalers who stand ready to support your sales efforts. Click on the region map for more information. Legend Color Territory Green Northwest Brown Southeast Navy Western Blue Midwest Orange Northeast Pale Gold Southwest You can reach your internal wholesaler by calling our Sales Desk at 888-262-8131. Reminder: AML Training Requirement In compliance with Treasury Department regulations, we require that all producers licensed and appointed to sell Liberty Life annuities complete an approved anti-money laundering (AML) training program each year. AML training must be completed within 30 calendar days of your first piece of business with Liberty Life Insurance Company. Follow the link below for information on how to satisfy your AML training requirement. Anti-Money Laundering (AML) Training for Liberty Life-Contracted Producers		About Us About Liberty Life Insurance Interest Rates Annuity Products Doing Business with Liberty Life New 7 MYG Interest Rates In response to changing market conditions, we've adjusted the interest rates on our industry-leading 7 MYG product effective January 18, 2012. New Business Tip Sheet Don't be caught surprised with problems on your case submissions. Review this tip sheet to ensure that your new business will be processed promptly and accurately. Contact Our Sales Desk Our experienced internal wholesalers are just a phone call away at 888-262-8131. Or send an e-mail to salesdesk@atheneannuity.com
FOR PRODUCER USE ONLY. NOT FOR CONSUMER SOLICITATION.

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