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

Monsters and goblins and ghosts. Oh, my!  While there are witches, bats and ghosts in the air, the beginning of the autumn season is fast approaching.

As the 2007 year comes to end, we remind you that your staff at The Potomac Group is here to assist you in any way possible to make your year end a success.  Please be sure to review the Advanced Markets article in this week's News Update for assistance and tips with year end tax planning.

We would like the wish everyone a safe and Happy Halloween!


Liz Weber, SVP, Advanced Markets
The Potomac Group
 

carrier and industry news

AIG American General Life
 - Rate Reductions for Ages 66 to 74 on the ContinUL Extend

Aviva
 - A.M. Best Awarded an A+ (Superior) Rating to Aviva

Lincoln Benefit Life
 - Hit the Mark With LBL's Revised Ultra Plus!

Mutual of Omaha
 - Term Life Pricing Targets Clients in Working Years

Security Mutual Life
 - Special Term Conversion Program for SML Policies
 

Advanced markets

Case of the Week: Year End Tax Planning

Does this sound like one of your clients?

–  A small business owner at least 45 years old.
–  The business has five or fewer employees.
–  The client’s annual income is at least $300,000.
–  The business has stable revenues.
–  The client is desperate for an income tax deduction.
–  The desired deduction is at least $100,000 this year and in future years.

If so, your client may be a perfect fit for a 412(i) plan. The Potomac Group offers complete turn-key 412(i) solutions from three major players. Contact your Advanced Markets Director today for a simple Fact Finder which will lead to the easiest, and possibly biggest, sale you’ve ever made.
 

special offers

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

UNDERWRITING Corner


General Information
 - Meet The Potomac Group Underwriters
- What is Depression?

AXA Equitable
 - New Retention and Automatic Reinsurance Limits

Lincoln Benefit Life
 - Underwriting Changes

MetLife Investors
 - Prostate Cancer: Revised Underwriting Guidelines
- Ulcerative Proctitis: Revised Underwriting Guidelines

 

AALU Corner
 Association for Advanced Life Underwriting


Legislative Update
-  October 22, 2007

Washington Report
-  Watch AALU’s October 2 Webcast On Demand

51st Annual Meeting: May 4-7, 2008
-  2008 Annual Meeting Agenda
-  Registration Now Open

Membership
-  Learn About AALU’s Member Benefits

 

 
Upcoming Calls and Events

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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