To view this email as a web page, click here.                                                                                                          May 30, 2007

We hope that you’ve come to rely on and look forward to reading the information that we provide in our weekly “Potomac News Update.”  Beginning after Memorial Day, “Tuesdays with Jerry” and The Advanced Markets Bulletin will be on hiatus for the summer months and will resume after Labor Day. A library of past Advanced Markets Bulletins will be available each week for you to peruse at your leisure. If you have any questions, please feel free to contact your Regional Director.

Teague Wright, SVP Sales, The Potomac Group

AXA Equitable
- New Maximum Face Amount Limits for Issue Ages 61 and Older, Effective 6/2/07
- Maximum Issue Age for Athena UL II will be Issue Age 80 and Maximum Issue Age for Lapse Protection Rider Will Be Issue Age 70
- Next Generation of Athena – Athena UL-LPR and Athena UL-DB
- Introducing the Newly Updated IL ’06

Banner Life
- Banner Reduces OPTerm® Rates, Again!

John Hancock
- Introducing JHM's Term Conversion Credit Program

Sun Life Financial
- Position on Life Settlements

United of Omaha Life
- New GUL Express & GUL Complete
 

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 2)  Private or commercial premium financing techniques are popular ways for clients to leverage assets and reduce the gifts necessary to pay life insurance premiums. When you are working with a client to put such financing arrangements together, it is very important to make sure that there is an exit strategy in place that may be exercised during the client’s lifetime. Exit strategies are estate planning techniques that can help repay and terminate a commercial or private financing arrangement when the financing is either no longer needed or interest rates become too high. Click here to read more.

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