Potomac News:

The Potomac Update is an e-newsletter designed to keep you up-to-date with news and events within our industry and here at The Potomac Group. In each issue, you will find information on recent carrier and product changes, meetings and conference calls, carrier incentive trips and our two standing sections - Advanced Markets Case of the Week and Underwriting Corner.

November

11/16/08
OnlineAUS article: Life Insurance -- The Key to Success in Wealth Transfer Tax Planning
Advanced Markets Case of the Week: Business Succession & Estate Equalization for the Small Business Owner
Underwriting Corner: Genworth, The Hartford, John Hancock, MetLife, West Coast Life

September

9/24/08
Advanced Markets Case of the Week: Spousal Access ILIT


August

8/26/08
Employee of the Month: Jackie Murphy
Underwriting Corner: Lincoln Benefit, Lincoln Life, United of Omaha, West Coast Life Updates
Advanced Markets Case of the Week: Potomac Gift Tax Calculator


July

7/29/08
2008 Leaders Summit: June 1-4, 2009, The Fairmont Southampton, Bermuda
Underwriting Corner: “What is Avocation?”; Mutual of Omaha, MetLife, West Coast Life Updates
Advanced Markets Case of the Week: LifeComp


7/16/08
Employees of the Month: Erin Morris and Warith Sultan
Underwriting Corner: “What is Avocation?”; Lincoln Life, MetLife, West Coast Life Updates
Advanced Markets Case of the Week: When NOT to Use Term Insurance to Fund Buy-Sell Insurance


7/2/08
Employee of the Month: Vi Desbhy
Underwriting Corner: “What is Hepatitis B?”; John Hancock, MetLife Updates
Advanced Markets Case of the Week: When Special Estate and Gift Tax Consequences for Non-citizen Spouses