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                      September 4, 2007

 

Fall is on our doorstep and we find ourselves wondering what happened to summer! As the new season approaches, we take a moment to look back on the exciting changes and events at The Potomac Group.

In mid-summer we announced that J.C. Flowers & Co. LLC (JCF), a private-equity firm, acquired BISYS Insurance Services. The transaction was completed and went into effect on August 1, 2007. Click here to view a copy of the press release.  

As you know, our Annual Meeting is just around the corner and we've been working hard this summer to prepare. We have a fantastic agenda planned for you in sunny Scottsdale, AZ! If you haven't yet registered, be sure to do so today by clicking here. Hurry though -- registration ends September 26th!

Also, we've added a new "Underwriting Corner" section to this newsletter to keep you apprised of important industry and carrier underwriting news. In this issue ... revisions to Met's guidelines around Coronary CT Angiography could result in more favorable offers for your clients!

Stay tuned for more exciting news at The Potomac Group over the coming months. We hope you had a wonderful summer and we look forward to a productive fall! 


Gonzalo Garcia, CLU
EVP, The Potomac Group

carrier and industry news

Lincoln Benefit Life
- Join Us In Maui 2008!

Penn Mutual
- New Changes to Protection for Life Universal Life UL

United of Omaha
- UL September Interest Rates
 

Underwriting corner

MetLife
- Revisions to Underwriting Guidelines for Coronary CT
Angiography Could Result in More Favorable Offers

 

AALU Corner

Legislative Update, September 2007

life insurance awareness month

September is once again designated Life Insurance Awareness Month (LIAM) by the Life and Health Insurance Foundation for Education (LIFE). LIFE is launching a robust national media campaign with the goal of getting Americans to think about their life insurance needs and to address those needs. This equates to a no-cost media campaign for you...talk about a golden sales opportunity!

Join us for a special ASK-Line call panel discussion on September 11, 2007 at 2:00 pm EST. For more information on LIAM 2007, click here.
 

special offers

Exclusively for Potomac Group Producers:
Create Your Own On Hold Phone Message
Custom Interactive Business Cards
 

Upcoming Calls and Events

Teleconference: Life Insurance Awareness Month
Date: September 11, 2007 - 2:00 pm EST

Register Now or call 888.241.1254

Register Online!
2007 Annual Meeting - Scottsdale, AZ
Date: October 28-30, 2007

View the Agenda



 

questions?

Call The Potomac Group at
800.722.1600, ext. 6446 for more information.

 


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