To view this email as a web page, click here.                                                                                                               March 19, 2007

Our first Regional Meeting as the newly branded Potomac Group was a huge success!  We received a lot of great feedback from our agents regarding our topics and guest speakers. Many of them were excited to meet
Jerry Hesch, the nationally-known Trust and Estate Planning attorney from the top ten law firm of Greenburg Traurig. 

As many of you know, The Potomac Group hosts a series of teleconferences where Jerry presents on such topics as estate planning, old and new sales ideas for life insurance and income tax planning. Each call is on the first Tuesday of the month, with our next call scheduled on April 3rd at 2:00pm EST. Jerry will be discussing "Charitable Remainder Trusts For Business and Income Tax Planning". Registration is easy - simply call 800.722.1600 ext. 6446 or send an email to Pamela.Tucciarone@BISYS.com to receive a copy of the presentation materials and dial in information.

Another hot topic discussed at the Regional Meeting was TOLI Simplified.  Check out our new TOLI marketing materials on BISYSinsurance.com under the Advanced Markets tab.
Liz Weber, SVP, Advanced Markets
 
carrier and product news

ING
 - Indexed Strategic Accumulator Universal Life: Facts at a Glance

John Hancock
 - Restrictions on Supplemental Face Amount
(SFA) Increases

Mutual of Omaha
 - An Improved Simplified Underwriting Process
- New GUL Express & GUL Complete
 

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

Webcast: AIG Select Premium Finance
Date: March 27, 2007 - 12:00 pm EST
 Register Now

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.

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