To view this email as a web page, click here.                                                                                                               March 5, 2007

In this issue...we are in the final stages of preparation for our first Regional Meeting of 2007 in sunny Lake Buena Vista, Florida!  Our Regional Meetings give us a chance to get to know you better, and there are many opportunities for you to network with your peers. Not to mention, we have a ton of fun, too! Space is limited though so be sure to register today.

Also, be sure to check out this week's Advanced Markets Bulletin on Split Dollar – a concept that is regaining momentum and generating opportunities. It may be appropriate for YOUR clients. We hope you enjoy this issue of The Potomac Group Update and we look forward to seeing you at one of our Regional Meetings this month in Florida or Las Vegas!

Teague Wright, SVP Sales, The Potomac Group

 
carrier and product news

American National Insurance
- 2008 Marketing Conference - Aloha Hawaii!

ING
- Start Selling ROPTerm!

Lincoln Benefit Life
- Change to Current Policy Back-dating Process

Mutual of Omaha
- New Single Premium Life Product Available

West Coast Life
- Great New EZ-App Enhancements for TeleLifeSM!
 

GREENBERG TRAURIG ALERTS

Special Report (February 2007)
- Split of One Life Insurance Policy Into Two Is Not A Taxable Exchange or Sale


 


 


 

ADVANCED MARKETS BULLETIN

Business Planning: Split Dollar Offers Private Corporations a Unique Way to Attract, Reward and Retain Key Employees
Private corporations are constantly on the look-out for executive benefit programs that will enable them to attract, reward and retain key employees. Yet, many employers are having a difficult time finding executive benefit programs that are flexible, cost-efficient and give them a significant amount of control over when the employee is entitled to receive program benefits. To make matters worse, recent changes brought about by the American Jobs Creation Act of 2004 and the Pension Protection Act of 2006 have forced many companies to rethink and, in some cases, eliminate deferral plans for executives. Click here to read more.

 
Upcoming Calls and Events

Teleconference: Tuesdays with Jerry
Date: March 6, 2007 - 2:00 pm EST

Register Now or call Pam Tucciarone at
800.722.1600, ext. 6446

Teleconference: Tuesdays with Jerry
Date: April 3, 2007 - 2:00 pm EST

Register Now or call Pam Tucciarone at
800.722.1600, ext. 6446

2007 Regional Meeting: Orlando, FL
Date: March 12-13, 2007 - Disney Yacht Club

Register Now or call Adalia Goycochea at
800.722.1600, ext. 6462

2007 Regional Meeting: Las Vegas, NV
Date: March 26-27, 2007 - The Signature at MGM Grand

Register Now or call Adalia Goycochea at
800.722.1600, ext. 6462

Key Office Personnel (KOP) Meeting:
Bethesda, MD Date: April 19-20, 2007
Register Now or call Pam Tucciarone at
800.722.1600, ext. 6446

Questions?

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

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The Potomac Group, 6550 Rock Spring Drive, Suite 320, Bethesda, MD 20817