To view this email as a web page, click here.                                                                                                      October 9, 2007

It has been our pleasure to bring you our weekly Potomac News Update. Our goal is to keep you informed of the latest product developments, carrier and industry events and market news to help you better service your customers. We hope you find the content of these Updates to be informative and resourceful and a benefit to helping you enhance your business. 

This newsletter is for you and we want your feedback! Tell us what you want to see - comment on published articles, suggest a spotlighted feature, suggest other content, or even tell us about an interesting sales tip or an upcoming event of interest to our Potomac Group community. If you have any comments or suggestions, please send them to Liz Weber at liz.weber@potomacgroup.com

Liz Weber, SVP, Advanced Markets
The Potomac Group
 

The Hartford
- For Ages Over 65, Hartford Advanced Last Survivor UL Now Features Reduced No-Lapse Premium Requirements

Lincoln Benefit Life
- Ultra Index UL: A potential sale that is sold on its growth potential

Lincoln Financial
- Take A Look At The Benefits Of Lincoln SVULOne

MetLife Investors
- Changes to the External Term Conversion Program

United of Omaha Life Insurance Company
- Introducing Term Life 10, 15, 20, 30
 

Case of the Week: Tax Efficient Charitable Planning

The Situation – Do you have clients who are age 70 or older and are making charitable gifts?  Are they doing so in an income and estate tax efficient manner?  Do they realize that a significant opportunity to reduce their current taxable income and their future taxable estate while benefiting a charity will expire at the end of 2007?

Time is running out for older, charitably inclined, clients!

The Solution – For 2007, your client can make a contribution to a charity of their choice directly from their IRA which will satisfy their Required Minimum Distribution without incurring taxable income ($100,000 maximum).  The client can then use a wealth replacement trust to offset this gift to a charity, further reducing their taxable estate!

Contact your Advanced Markets Director for information on how your older, wealthy clients should be making their charitable contributions for 2007 and how they can replace this wealth for their heirs!

 

Upcoming Calls and Events

Register Online!
2007 Annual Meeting - Scottsdale, AZ
Date: October 28-30, 2007
View the Agenda
View the Informal Inquiry

Teleconference: LBL's Annuity and Life Hot Spots
Date: October 30, 2007 - 3:00 pm EST
Register Now or call 888.241.1254

 

carrier incentives

American National
- ANICO’s 2008 Marketing Conference in Hawaii

 

special offers

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

 

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