To view this email as a web page, click here.                                                                                                       August 22, 2007

We are excited to announce that Debbie Sands, Director of Sales, has added the role of “Potomac Concierge” to her title and duties. We recognize that the life of a high-end insurance producer is demanding and challenging. We also recognize that while you have the talents of an entire team at your disposal (Brokerage Director, Senior Sales Consultant, Underwriter, Advanced Markets Director, Case Manager, and Licensing & Contracting) you may sometimes have issues or inquires that may not fall into someone’s specific “lap.” 

Be sure to call Debbie if you have any questions, need a connection, or are looking for a solution! She is your “go to person” when you don’t know where to go!

In addition, we are excited to introduce two new service offerings with Debbie at the helm. We've recently partnered with Selling Technologies to offer special discounts and services exclusively to our Potomac Group producers. The first discount we're extending is known as Custom Hold.  At a reduced price of $50 per month, you can have a custom on hold message created for your telephone line(s). 

The second discount we're extending is Digitized Business Cards. This interactive tool has all the hard copy information of a business card – with a 90-second message about your business embedded into the CD/business card. 

Selling Technologies will be on-site at our Annual Meeting in Scottsdale to create these tools for you at a special discount. This offer is an exciting new way to get your message across to your clients, potential clients and advisors!

Teague Wright, SVP Sales, The Potomac Group

AXA Equitable
- ROPTerm Provides Affordable, Competitive Coverage

Banner Life
- Banner Changes OPTerm Rates Once Again!

Lincoln Life
- Lincoln VULONE 2007 to be Released 08.20.07

MetLife
- Low-Cost Guaranteed Term with an LTC Rider

Prudential
- Win More Cases with Pru's Living Needs Benefit Rider
 

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

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.
 

Teleconference: Nationwide Presents Their LTC Rider
and its Unique Features
Date: August 21, 2007 - 3:00 pm EST
Register Now or call 888.241.1254

Teleconference: Protecting Your Client's Paycheck with DI
Date: August 23, 2007 - 3:00 pm EST
Register Now or call 888.241.1254

Teleconference: Underwriting Stroke & TIA Patients
Date: August 29, 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
View the Agenda
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