To view this email as a web page, click here.                                                                                                          May 14, 2007

The Potomac Group is pleased to announce an "Invitation Only" Web Conference sponsored by the Independent Agency Group of AIG American General.

May 17, 2007
12:00 pm ET, 11:00 am CT,
10:00 am MT, 9:00 am PT

Listen in as Larry O’Brien, Chief Marketing Officer, and Dennis Roberts, Chief Distribution Officer, of AIG American General’s Independent Agency Group present a case study utilizing AIG Elite Global IUL in conjunction with AIG Select Premium Financing and explain why this combination is one of the best advanced sales opportunities in the marketplace today.  Learn how to generate incremental sales from lessons learned with existing cases. The invitation and registration information can be found in the “Upcoming Calls and Events” section.

Teague Wright, SVP Sales, The Potomac Group

American General Life
- Current Money Credit Rates Increased by 10 Basis Points

AXA
- New Interest Rate for RightLife™ UL

John Hancock
- Introducing JH's Term Conversion Credit Program

MetLife Investors
- Variable Life Fund Expansion Communication

Principal Financial Group
- Universal Life Protector III (2007) To Be Released On May 21, 2007

Prudential
- Underwriting Category Is Renamed for Cigar, Pipe, and Smokeless Tobacco Users
 

Premium Finance Planning: Private Financing of life insurance premiums may help wealthy individuals mitigate gift taxes.  Many wealthy clients need large amounts of insurance to protect their families and help pay estate taxes due at death. These clients often have no trouble paying for the insurance premium, and may even have an asset or entity set aside as the funding source. Rather, these clients are concerned about avoiding gift taxes and finding a way to fund a large insurance policy without having to make large taxable gifts. For these clients, Private Financing may be the solution.
Click here to read more.
 

Web Conference: AIG American General: AIG Select Premium Financing and Indexed UL
Date: May 17, 2007 - 12:00 pm EST

Teleconference: Indexed ULs: A Roundtable Discussion
Date: May 24, 2007 - 3:00 pm EST
Register Now or call 888.241.1254

Save the Date!
2007 Annual Meeting - Scottsdale, AZ
Date: October 28-30, 2007
Stay tuned for additional details and registration information.
 

 

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