To view this email as a web page, click here.                                                                                                          May 21, 2007

We are pleased to announce that Christina Thole has joined The Potomac Group as an Underwriting Consultant, dedicated to the Southeastern Team with Dennis Nelson as Regional Director and Jan Cox as Senior Sales Consultant. 

Chris has been in the insurance industry for 14 years, with 7 of those focused on underwriting. Prior to her role at The Potomac Group, she worked with leading companies such as Prudential Financial, The Hartford, and most recently, Sun Life Financial. With this level of experience, Chris offers an array of different philosophies and underwriting views, not to mention expertise in working jumbo cases. 

Chris currently has her FLMI, FALU, AIAA, ACS, AIRC, and ARA designations and is working on completing her CLU. She can be reached by phone at 800.722.1600, ext. 6316, or by email at Christina.Thole@bisys.com.

Please join me in welcoming Chris to The Potomac Group!

Andrea Caruso, VP Operations & Underwriting,
The Potomac Group

AIG American General Life
- New "Select-A-Term" Product Allows Policyholders to Customize Term Life Insurance
- Select-a-Term’s New Extended Issue Ages

MetLife
- Clients with Medical Impairments May Be Insurable
- Condensed Underwriting Guide (updated April 2007) Now Available!
- Variable Life Fund Expansion Communication

United of Omaha Life Insurance
- Legacy SPL Available in NY
 

The Potomac Group is pleased to present our new Sales Tool – Premium Financing Programs Matrix which can help you sort out the myriad premium financing programs available for your clients. Click here to view the matrix.
 

Premium Finance Planning: Exit Strategies (Part 1)  Premium Financing is a strategy that helps qualified high net worth individuals purchase life insurance without having to liquidate other investments or otherwise change their normal cash flow. Click here to read more.

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

Seminar: FREE LTC Event hosted by BISYS & Prudential
Date: June 18 & 19, 2007 - Phoenix, AZ & Tucson, AZ
Register Now or call 800.591.6026

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