Information:
- Concept Menu
The concepts outlined in this menu can be used to protect and increase wealth, provide for retirement, plan for estate taxation, provide for income replacement, and plan for business succession. We offer solutions to assess current in-force policies and to manage those policies. Our specialty is customizing solutions based on your clients' individual needs and providing you with all the back-office support necessary to get you from concept to close.
- Benefit Menu
We're pleased to offer you exceptional benefits and services. We believe that we are the industry leader in underwriting, advanced case design and producer service. We pride ourselves in being the most exceptional "back-room" in the insurance brokerage business. This menu outlines many of the benefits and services offered by The Potomac Group.
Discount Services and Benefits
Potomac Group producers have access to discounts and benefits through several commercial services.
2008 Spring Sales Meeting Recap
In case you weren’t able to join us in New Orleans, below are the presentations from the meeting that we're permitted to share with you.
Monday
 American General’s New Turn-Key Captive Insurance Program, Featuring Elite Global IUL – presented by Scott Sobel and Dennis Roberts
Did You Know? A Quick Review of the Benefits of Being a Potomac Group Producer – presented by Lucy Greenwell
Monday Breakouts
Wealth Management Planning Solution-Selling Life Insurance as an Asset – presented by Mark Teitelbaum
Retirement Planning Solution-Prudential’s Retirement "Red Zone" – presented by Jeff Salamon and Rob Tomaino
Wealth Transfer Planning Solution-How to Maximize Wealth Transfer with Private Split Dollar – presented by Steve Parrish
Tuesday Breakouts
Wealth Transfer Planning Solution-The Inheritor’s Trust – presented by Richard Oshins
 The Dynamic Trust Under The Relief Act of 2001 Article, October 2001
Building Flexibility and Control Mechanisms Into The Estate Plan Article, 2002
Dynasty Trusts And The Rule Against Perpetuities Article, June 2003
The Inheritor’s Trust Article, September/October 2003
The Estate Analyst Article, March 2004
QRPs v. NIMCRUTS v. CVLI Handout
Trends in Underwriting – presented by Marjorie Keymer
Carrier Ratings
Exclusive Offer on VitalSigns for Potomac Group Producers
As a service to our producers, The Potomac Group and Ebix Life are offering special pricing on
VitalSigns, the pre-eminent life insurance carrier rating and financial analysis system.
Potomac Group producers may purchase an annual subscription of VitalSigns for $125.00.
This is $100.00 off the standard retail price.
Ordering is simple - all you need to do is select the link below and follow the step-by-step instructions.
And...by subscribing today you will have all the latest year-end financials updated by Ebix Life!
Thank you for your business and continued use of Ebix Life’s state-of-the-art product suite.
Click Here to Order VitalSigns
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