To view this email as a web page, click here.                                                                                                      October 18, 2007

Time is flying by and October is almost over! Our Annual Meeting at the Four Seasons Resort in fabulous Scottsdale is just two short weeks away (October 28-30, 2007). 

We promise to bring you terrific speakers, the latest sales ideas, a chance to network with your industry leading peers, and a whole lot of fun. See you in Scottsdale!

Liz Weber, SVP, Advanced Markets
The Potomac Group
 

Genworth Financial
- New Lower Rates for Term Life Insurance

ING
- Something For Everyone: New ING Corporate VUL and New ING Corporate VUL and New ING Guaranteed Death Benefit UL New York

Penn Mutual
- The First and Only Inflation Protection Rider Is Available

Principal Financial
- Financing Strategies for Survivorship Life Insurance
 

Case of the Week: Tax Efficient Strategies for ILITs

The Situation – How to pay the premiums on a life insurance policy owned by an ILIT without the gift taxes generally associated with such an arrangement. Depending on the facts and circumstances of the case, there may be a multitude of options available– annual exclusions, lifetime exemptions, private split dollar, or premium financing.  In some cases, gifting money to the ILIT is all it takes.  Alternatively, there are situations when there are no annual gifts or lifetime exemptions available.  Or, perhaps the premiums are so large that traditional techniques would be ineffective.  At some point, the options become overwhelming.

The Solution – The Advanced Markets team wants to offer you a great tool provided by Principle Financial. (click here)  Not only does it summarize the available options, but it helps breakdown the differences so that you can understand how each technique may affect your client(s).

How can we help? Should you need a comparison for a specific case, the Advanced Markets team has developed a number of tools which will allow us to illustrate, summarize, and/or create presentations for you and your clients on any of these options or other alternatives.  In addition, each technique has its own unique tax and structural considerations that may change based on your client’s unique situation.  The Advanced Markets team has the experience and resources to help guide you through this maze.

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

 

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

 

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