To view this email as a web page, click here.                                                                                                               March 12, 2007

We are in sunny Orlando this week at our 2007 Regional Meeting where producers will be networking with peers, participating in informative and educational meetings and just having fun!  We enjoy meeting each of you – and we love meeting with your staff just as much! 

With that being said, I’d like to extend a warm invitation to your key staff to join us April 19-20, 2007 for our Annual Key Office Personnel (KOP) Meeting in Bethesda, MD. This year’s event will focus on those topics that will insure your employees success as a key person in your office. There will also be a “Meet the Team” reception for a chance to network and have a little fun. All you pay is the cost of transportation, The Potomac Group picks up all other costs including meals and hotel room charges! Space is limited though so be sure to register early!

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

 Andrea Caruso, VP Operations & Underwriting,
The Potomac Group

 
carrier and product news

American National
 - Passport Accumulator & Passport Select Will No Longer Be Available 4/1/07

The Hartford
 - IRA "Restorative Payments" Eligible for Rollover

John Hancock
 - Product Comparison
- Protection Whole Life: A Little Extra Means a Lot
- Protection Whole Life: A Whole New Approach to Guaranteed Coverage
 

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

Split Dollar Planning: Private Loan Regime Split Dollar – an alternative to paying gift tax
The traditional Irrevocable Life Insurance Trust (ILIT) has long been a universally accepted strategy for the preservation of family wealth. Funding an ILIT has always been easy – right? Just gift the premiums to the ILIT and use the Grantor(s)’ annual gift tax exclusions together with the trust beneficiaries’ Crummey withdrawal rights to offset any gift tax consequences. Click here to read more.
 
Upcoming Calls and Events

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

Teleconference: Introducing Nationwide Insurance
Date: March 27, 2007 - 3:00 pm EST
 Register Now or call 888.241.1254

Seminar: Common Annuity Mistakes & Annuity Application - 2 CE Credits
Date: March 28-29, 2007 - New York
 Register Now or call Kim Mitchell at 888.342.3425

Teleconference: Tuesdays with Jerry
Date: April 3, 2007 - 2:00 pm EST
 Register Now or call Pam Tucciarone at
800.722.1600, ext. 6446

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.

For Producer use only - not intended for use in solicitation of sales to the public. Products and programs offered through BISYS are not approved for use in all states. As a BISYS producer, you will receive emails occasionally to update you on BISYS services and carrier news. n the future, if you no longer wish to receive these email updates, please click here to unsubscribe.  03.07  TPG.088.1  

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