12/24/2008 Holiday Business Schedule
Old Mutual offices and the Lincoln Service Center will also be CLOSED Thursday, January 1, 2009 in celebration of the New Year holiday.
12/24/2008 Annuity & Life Software Illustrations Update
If you currently have OM Illustration Software downloaded on your computer, you will NOT need to install a new version for 2009. Simply click...
12/24/2008 Rule 151-A...Big News Effecting Index Annuities!
At today's open meeting, the SEC adopted Rule 151A by a controversial 4 - 1 split vote. It should be noted that...
12/17/2008 Old Mutual Revised --MasterElite IUL-- 2001 CSO Products!
Launch flyers, current state availability,& updated underwriting information. Illustration Software Update Required!
12/17/2008 Old Mutual Revised --MasterChoice IUL-- 2001 CSO Products!
Launch flyers, current state availability,& updated underwriting information. Illustration Software Update Required!
12/16/2008 Annuity & Life Illustration Software Updates - End of Year Announcement
You won't need to install a new version. Simply click on the “Internet Update” icon located within the software to receive the latest version.
12/16/2008 External Exchange Program Discontinued
Effective January 1, 2009, Old Mutual will no longer accept applications through the External Exchange Program. This program is being discontinued.
12/17/2008 New Term Conversion Guidelines – Effective 12/22
Conversion guidelines communicated previously will now be considered obsolete.
12/02/2008 Discontinued OMFN Products Effective Dec. 15, 2008
Old Mutual will discontinue a series of Fixed Indexed Annuities, SPIAs and Traditional Deferred Annuities. List attached
12/02/2008 Discontinued OMFN Products Effective Dec. 15, 2008
Old Mutual will discontinue a series of Fixed Indexed Annuities, SPIAs and Traditional Deferred Annuities. List attached
11/25/2008 Why We Do What We Do…
If you ask some agents to identify the most rewarding aspect of their jobs, more than likely, the majority of responses would stretch far beyond...
11/25/2008 NH Civil Union Statute Changes – Contract Amendments
As a result of a recent New Hampshire Civil Union Statute [RSA 457-A] change, amendments are being made...
11/25/2008 MasterChoice - #1 Selling IUL for Q3 2008
Pick the winner! In a field of IULs, MasterChoice really stands out! #1 selling IUL for 3rd Quarter 2008.
11/25/2008 December Interest Rates
Interest Rates/ MGIR announcements from Old Mutual for December 2008
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12/17/2008 eNews Communication
2 Weeks Left for Mercedes Drawing, The Facts About LSW IAs, etc.
12/09/2008 eNews Communication
Tips to Move Cases Faster, Updated NLGroup Financial Strength Tools, etc.
12/03/2008 eNews Communication
Current news announcements and updates from LSW.
12/02/2008 Introducing LSW's Lowest Minimum Monthly Premium UL
Foundation Universal Life Insurance, the newest fixed UL from LSW, may be one of the best gifts to unwrap this year!
10/28/2008 eNews Communication
Current news announcements and updates from LSW.
10/15/2008 eNews Communication
Current news announcements and updates from LSW.
08/20/2008 LSW Applications - NEW REQUIRED FORM! - Use new strategy allocation form 8613
Applications dated 09/01/08 & later will require the new strategy allocation form,. Form 8410 will no longer be accepted please replace w/8613.
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04/01/2008 GREEN TEAM Transition
Meet Your NEW Assigned Underwriting Team
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11/18/2008 AIG American General Updated Product Portfolio
Effective January 1, 2009, all life insurance policies sold in the U.S. will be required to use the updated 2001 CSO Mortality Tables (2001 CSO)...
09/22/2008 AIG Financial Security Update
AIG financial update for consumers on the company's financial status
09/03/2008 AIG's NEW "ContinUL Extend" Now Available in CA & Other States
New Index annuity launched and approved in various states
09/03/2008 AIG's NEW "Global Index Annuity" now Approved in CA and many other states!
New Index annuity launched and approved in various states
08/01/2008 $500 Agent Bonus for ROP-TERM Sales!
AIG is offering a comm. bonus for selling ROP-Term plans
07/15/2008 AIG's New Business Submission Change Announcement
Please fax "New Business Apps" directly to AMZ: (866) 596-5294, Attention: Barbara Freeland.
05/26/2008 AIG's New ROP Select-a-Term Agent Guide
Premium protection. Premium returns. Pick your term.
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11/11/2008 ING Life Sales Support Update: Week of November 3, 2008
The latest news items from the ING Life Companies: Products, New Business/Underwriting, ING Presents...
10/23/2008 ING Fixed Annuities Weekly Announcement
Updated Interest Rates, ING IncomeProtector Withdrawal Benefit Approved TX & MA, Reminder: Suitable Match Brochure, Agent Training Requirement in AK
10/21/2008 ING Strengthens Core Capital
Attached are two memos which address the 10 billion EURO we received from the Dutch government over the weekend.
09/29/2008 ING LifeSolutions: Rolling GRATS may be the Answer to Clients' Questions
Get the latest advanced sales ideas from the ING Life Companies.
09/18/2008 ING Moves to 2001 "CSO" Tables
ING will revise all its actuary tables and Life Product pricing to the 2001 CSO Tables
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12/15/2008 North American Annuity Agent Recertification Required by December 31
As part of ongoing maintenance for this training program, Annuity Agent Recertification is now required on a biennial basis...
12/01/2008 New GMWB Rider Available on Traditional Fixed Annuities
New Guaranteed Minimum Withdrawal Benefit rider, Income PaySM, on our popular traditional fixed annuities.
11/20/2008 Reminder! Discontinuation of All Life Insurance Products on 1980 CSO Tables
Life insurance products that use the 1980 CSO tables can NOT be issued after 2008. NACO has introduced products that use the 2001 CSO tables.
11/20/2008 New address for North American’s Administrative Office
The address change will effect the following departments: Claims, Commissions, Contracting, New Business, Policy Administration, Underwriting.
10/09/2008 Financial Update Memo
Also included, Sept. 16 Financial Update notice, 2008 Company Profile, and 2008 Annual Report
10/09/2008 North American MYGA Rates are Out of this World
Take a look at these great 5-year rates! 6.60% first year, 4.60% years 2-5 and 5.00% 5-year yield.
10/02/2008 NAIC Model Regulations for Replacement in Nebraska, form L-2968
Please discontinue use of the current replacement form O-2309(26) effective October 1, 2008 in Nebraska.
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10/28/2008 Rate Increase from The Standard
Annuity Rates Effective November 1, 2008
09/30/2008 Annuity Rates from The Standard
Annuity Rates Effective October 1, 2008
09/22/2008 Reliance Standard's Financial Strength & Stability
For over 100 years, Reliance Standard Life has insured the financial future of our customers and their families. The unprecedented turmoil ...
09/17/2008 Financial Strength at The Standard
We'll gladly stay out of the headlines on this one...
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12/09/2008 Allianz BLUE Weekly eNewsletter - December 9 2008
Life Insurance News, Fixed Annuities, FMO's, LTC's, Local Events, and Webinar Schedule.
11/18/2008 Allianz BLUE Weekly eNewsletter - November 18 2008
Life Insurance News, Fixed Annuities, FMO's, LTC's, Local Events, and Webinar Schedule.
11/11/2008 Allianz BLUE Weekly eNewsletter - November 11 2008
Life Insurance News, Fixed Annuities, FMO's, LTC's, Local Events, and Webinar Schedule.
11/06/2008 FYI... Allianz Life communications going out this week!
GenDex Series Launch Announcement, Take 10 Promo Announcement, Virtual Workshop Inv, Nov Life Workshop Inv, 10/20/30 Year Term Launch in MI
11/04/2008 Allianz BLUE Weekly eNewsletter- November 4th, 2008
Life Insurance News, Fixed Annuities, FMO's, LTC's, Local Events, and Webinar Schedule.
11/04/2008 MYGA Rate Watch - November 4, 2008
Rate Watch for Multi-year Guarantee Annuities
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11/25/2008 2008 Year End Processing Schedule
See PDF for important processing schedule info.
11/04/2008 West Coast Life - Introducing LifeTime Advantage Plus!
Review the attached communication from West Coast Life regarding the NEW LifeTime Advantage Plus!
10/01/2008 Compliance Update for West Virginia
West Virginia has changed its regulations regarding illustrations.
09/19/2008 Financial Facts Update for Consumers
Our parent company, Protective Life Corporation, has developed a new Financial Update bulletin which is approved for use with consumers...
09/03/2008 Time Platinum III UL Approved in CA and other states
Check out WCL's Time Platinum III UL Agent Guide for more information about this product.
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12/17/2008 ATTENTION AGENTS!!! SEC Approves Rule 151A With 2-Year Grace Period
The commissioners voted 4-1 to adopt Rule 151A, which considers indexed annuities as securities...
12/19/2008 Efficient Contracting Solution update
Weekly Update for December 13 to December 19, 2008.
11/17/2008 Lincoln Financial - How to complete our new five page application
A “walk through” of how to complete our application, available on the website. NOT approved in CA, GU, IL, MN, NY, VA, and NJ.
11/17/2008 Lincoln Financial - Important Notice Please Read
Policy Information, New Face amount guidelines, Improved Life Insurance Apps.
09/04/2008 Aviva USA - preparing to merge Indianapolis Life into Aviva Life and Annuity Company
Effective October 1, 2008, announcement includes: Product Translation Card, Q&A on merger, & Sample Merger Endorsement
09/03/2008 LIMRA - September is Life Awareness Month
LIMRA Flyer to promote "Life Ins. Awareness Month"
08/13/2008 Genworth Term Up-dates and Expands Issue Ages
Genworth expands it's issues ages for the all term plans
08/13/2008 Lafayette's Life Products Spreadsheet
Product Brochure showing Lafayette Life products.
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04/09/2008ANICO LTG Universal Life
Consumer Brochure