To view this email as a web page, click here.                                                                                                    January 29, 2008
 

Have you been reading the weekly Advanced Markets Case of the Week?  If not, you want to make sure you start to each week. This column is written to provide you with sales ideas and breaking news that you can use  immediately. The Potomac Group’s outstanding Advanced Markets team is always here to assist you and to answer any questions you have.

This week’s Case of the Week is a bit different – we have provided you with all the new Tax Updates from our friends at the IRS. This includes the new limits for income tax, IRAs, retirement plans, etc. We hope that you will find this section to be a useful tool to enhance your business!

As always, we hope you enjoy this edition of the Potomac Group Weekly Update. Be sure to take a moment to fill out our survey and let us know how we’re doing!


Liz Weber, SVP, Advanced Markets
The Potomac Group
 

carrier and industry news

AXA
 - Living Care Rider Name Change

Genworth
 - Life Ready UL II Available for Traditional Premium Financing

Lincoln Benefit Life
 - Sherlock Underwriting Program

Lincoln Life
 - Summit 2009: Beijing, China
 

Upcoming Calls and Events

Teleconference: Underwriting Seizure Disorder
Date: 01.29.08 - 3:00 pm EST
 Register Online Now or call 888.241.1254

Teleconference: Nationwide Presents Sales Ideas
Date: 02.13.08 - 3:00 pm EST
 Register Online Now or call 888.241.1254

UNDERWRITING Corner


General Information
 - What is Hypertension?
- Informal Inquiry

AIG American General
 - Exams & Inspections in Foreign Countries

ING
 - Age 71+ Questionnaire
- Life Underwriting Requirements Guide

MetLife
 - Underwriting Guide

 

AALU Corner
Association for Advanced Life Underwriting


Legislative Update
-  January 28, 2008

51st Annual Meeting: May 4-7, 2008
-  2008 Annual Meeting Agenda
-  Registration Now Open
 

 

Advanced markets

Case of the Week:
2008 Tax Update

Click here to read.
 

GREENBERG TRAURIG ALERTS

Special Report (January 2008)
 -  Life Settlements - 2008 Legislative Outlook

 

questions?

Call The Potomac Group at
800.722.1600, ext. 6446 for more information.

 

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The Potomac Group, 6550 Rockspring Drive, Suite 320, Bethesda, MD 20817