Information:

•   Concept Menu

The concepts outlined in this menu can be used to protect and increase wealth, provide for retirement, plan for estate taxation, provide for income replacement, and plan for business succession. We offer solutions to assess current in-force policies and to manage those policies. Our specialty is customizing solutions based on your clients' individual needs and providing you with all the back-office support necessary to get you from concept to close.


•   Benefit Menu

We're pleased to offer you exceptional benefits and services. We believe that we are the industry leader in underwriting, advanced case design and producer service. We pride ourselves in being the most exceptional "back-room" in the insurance brokerage business. This menu outlines many of the benefits and services offered by The Potomac Group.


2008 Fall Sales Meeting Recap
We had a great meeting in Chicago. Thank you to all our presenters and attendees for making it such a success! For those of you not able to join us below are the presentations we're permitted to share with you.

Sunday, September 14

 Advanced Planning Strategies: Create New Sales Opportunities – presented by Richard Oshins, Esq., Oshins & Associates, LLC
 Selling Captives in the Advanced Markets: A Practical Guide for Life Insurance Brokers – presented by Michael Amoia, JD, VP Advanced Markets, The Potomac Group; Don MacMeekin, Captive Practice Leader, Crump Captive Services; Anthony Sardis, JD, Insurance & Investment Advisory Group, LLC

Monday, September 15

Breakout Sessions

 Business Succession Planning – presented by Shawn Britt, Sr. Advanced Sales Consultant, Nationwide Financial
 Charitable Lead Trusts – presented by Mark Teitelbaum, JD, Assistant VP, Advanced Sales, AXA Equitable
 Estate Traps for Resident Noncitizens – presented by Terri Getman, JD, VP, Advanced Marketing, Prudential Financial
 Integrating Exit Planning with Wealth Transfer Strategies: Helping the Business Owner Transfer the Business and Plan the Estate – presented by Steve Parrish, JD, National Advanced Solutions Consultant, Principal Financial
  - Maximizing Wealth Transfer Using Innovative Trust Designsby Jeffrey Coppage, JD, Director, Wealth Advisory Group, MetLife Investors
 Solution Center Sales Ideas - presented by Sean Norton, SVP, Crump Life Insurance Services; Bernie Casey, Regional Sales Director, Annuities, Crump Life Insurance Services; John Gibbons, Regional VP, Genworth LTC; Chris Peterson, Sales Manager, Hanleigh
 Genworth Total Living Coverage
 What’s Hot – What’s Not - presented by Tom Commito, JD, Director, Sales Concepts, Lincoln Financial

Tuesday, September 16

Hear from Your Peers

 Turning CPAs from Gatekeepers to Strategic Partners - presented by Jamie McCusker, SignatureFD, LLC
 Estate Planning Techniques - presented by Robert Slane, Wealth Transfer Group, Inc.


Carrier Ratings

Exclusive Offer on VitalSigns for Potomac Group Producers
As a service to our producers, The Potomac Group and Ebix Life are offering special pricing on VitalSigns, the pre-eminent life insurance carrier rating and financial analysis system.

Potomac Group producers may purchase an annual subscription of VitalSigns for $125.00.
This is $100.00 off the standard retail price.

Ordering is simple - all you need to do is select the link below and follow the step-by-step instructions. And...by subscribing today you will have all the latest year-end financials updated by Ebix Life!

Thank you for your business and continued use of Ebix Life’s state-of-the-art product suite.

Click Here to Order VitalSigns