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                            July 23, 2007

 

It has been my pleasure, and that of my colleagues, to provide you with our weekly Potomac News Update. It is our goal to keep you informed on the latest carrier products, events, and news to assist you in better serving your customers. We hope that you have found the contents of these Updates both an informative and resourceful tool to enhance your business. 

If you have any comments or suggestions, we would love to hear from you! Please send them to Liz Weber at liz.weber@potomacgroup.com.


Liz Weber, SVP, Advanced Markets
The Potomac Group

carrier and product news

American General Life (AIG)
- New Rate Reductions for Ages 71+ for ContinUL Extend and Platinum Provider Ultra
- New Age 71 and Over Underwriting Program to Launch
August 1, 2007

AXA Equitable
- Upcoming Changes to Term 147
- Changes to Your Term Policy Underwriting Class

Genworth Financial
- Reduced Rates on Term Series 15-, 20-, 30- Year Term Available in New York

ING
- Important Illustration, Transition and Policy Issue Rules for ING GDBUL NY

John Hancock
- Hit a Home Run with the New JH Term Products

Lincoln Life
- Introducing the Term Unified Product Portfolio

Prudential
- Start Spreading the News: Repriced Term Products Approved in New York!
 

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.

SPECIAL ANNOUNCEMENTS

We at Insurance Trust Monitor have appreciated the support of our friends at BISYS and The Potomac Group. Now that Michael Brohawn has come on board, we hope that we can find even more areas where we can work together. The TOLI marketplace is one that is just beginning to blossom and we hope to be able to share some opportunities with you and your producers.

--Insurance Trust Monitor (ITM)
 

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.
 

GREENBERG TRAURIG ALERTS

Special Report (July 2007)
Guidance on Application of §409A to Split Dollar Insurance Arrangements
 

Upcoming Calls and Events

Teleconference: Virtual Sales Assistant
Date: August 7, 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