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                            July 2, 2007

 

Summer is officially here and our Fiscal Year 2007 has come to an end! The Potomac Group would like to take this opportunity to thank each of you, our exceptional life insurance producers, for a very productive and prosperous year. 

We have built our business by providing superior value to our producers and by staying committed to your success. As we begin Fiscal Year 2008, The Potomac Group will continue to be client-focused. We look forward to an exciting year together.

Our staff would like to wish you a happy and healthy summer.  And don't forget to mark your calendars for our Annual Meeting in October. We hope to see you in beautiful Scottsdale!


Gonzalo Garcia, CLU
EVP, The Potomac Group

carrier and product news

AXA Financial
- Term Series 147: Changes to Underwriting Class Names & Minimum Face Amount
- Athena UL LPR and Athena UL DB Replaces Athena II

American General Life
- Interest Rate Changes

John Hancock
- Re-priced SUL-G: Frequently Asked Questions

North American Life
- A New and Improved Custom Guarantee
 

sales tools

Presenting 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.

NEWS FLASH

AXA Financial
- Changes to AXA Equitable’s Table Shaving Guidelines

ING
- Increased Automatic Binding and Retention Limits

US Financial Life (USFL)
- USFL to Discontinue Writing New Business
 

advanced markets bulletin

The Advanced Markets Bulletin is on hiatus for the summer months and will resume after the Labor Day holiday. A library of past Advanced Markets Bulletins is available for you to peruse Click here to access the archive.
 

Upcoming Calls and Events

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