HOT OPPORTUNITIES

Adobe Portable Image Document John Hancock Bonus 2008 - Leading Edge
The Leading Edge is really the cutting edge in long term care insurance. Now you have one BIG additional reason to offer this product to your clients. Review the bonus information flyer for the great news! (599Kb)

Adobe Portable Image Document MN Financial Planning Association Member Benefit Plan
The MN FPA has approved the Standard Protector + as a Member Benefit plan. This means we can extend discounts on this high quality individual disability income plan. Contact our office to find out how you can better protect your income and save money! (181Kb)

Adobe Portable Image Document MN NAIFA Endorsed Disability Plan
MN NAIFA has endorsed the Principal DI Program for it's members. As a NAIFA member, you can take advantage of discounts on this top qualify product. (109Kb)

CARRIER INFORMATION

Allianz LTCi

Assurity CI

External Link Planning for Survival - Critical Illness Insurance
Click here to view the video "Planning for Survival" which showcases the Assurity Critical Illness Insurance Product. You will need Windows Media Player to view the presentation.

Assurity DI

Berkshire DI

Genworth LTCi

Adobe Portable Image Document Genworth 2008 LTCI Tax Guide
Up to date information on the tax benefits of LTCI including deductibility of premiums. (273Kb)

Adobe Portable Image Document Genworth Products At A Glance
This summary will provide you with information regarding plan basics and available riders. (66Kb)

Adobe Portable Image Document Genworth LTCI Underwriting Guide
Information on Genworth's published underwriting guidelines. (600Kb)

Illinois Mutual DI

Adobe Portable Image Document Illinois Mutual 2008 Sales Incentives
Illinois Mutual continues the tradition of offering some of the most easily attainable sales incentives. Review the attachment for the first two programs of 2008. (222Kb)

John Hancock

External Link John Hancock's New Leading Edge
View this short presentation to learn more about the innovative Leading Edge product.

Adobe Portable Image Document John Hancock's New Leading Edge Producer Guide
Review this brochure for more details of the Leading Edge Long Term Care Insurance plan. (668Kb)

Lloyds of London DI

MassMutual DI

MassMutual LTCi

MedAmerica LTCi

MetLife DI

MetLife LTCi

Adobe Portable Image Document MetLife's Multi-Life LTCi Program Enhancements
MetLife announced changes and liberalizations to their Multi-Life program. Review this guide for complete details of the oppotunities this innovative program provides you and your clients! (562Kb)

Adobe Portable Image Document Premier Policy Summary - VIP2 Series
The Premier Policy is MetLife's "Cash" plan alternative. It provides the maximum amount of flexibility for the claimant. (89Kb)

Adobe Portable Image Document Essentials of Long Term Care Insurance by MetLife Mature Market Institute
This guidebook provides a detailed review of the important issues surrounding long term care and the proper insurance programs to help solve the financial issues related to care needs. This is suitable for clients. (171Kb)

MS Powerpoint Document MetLife Multi Life LTCI Program
This PowerPoint presentation provides details of MetLife's multi-life LTCI program using individual LTCI products. (244Kb)

MS Powerpoint Document MetLife MultiLife LTCI - Employee Enrollment PowerPoint
This PowerPoint is suitable for use in communicating the MetLife LTCI plan to employees. (1Mb)

Mutual of Omaha DI

Adobe Portable Image Document MOO Short Term Accident Plan Highlights
Summary of the Mutual of Omaha Accident Only Short Term Plan (109Kb)

Adobe Portable Image Document MOO Short Term Accident & Sickness Plan Highlights
Summary of the Mutual of Omaha Accident & Sickness Short Term DI Plan. (91Kb)

Mutual of Omaha LTCi

Penn Treaty LTCi

Adobe Portable Image Document PennTreaty Impaired Risk LTC Inquiry Form
Use this simple form to provide the details for consideration of a PennTreaty Impaired Risk LTC plan. The more detail the better! (386Kb)

Principal DI

Adobe Portable Image Document Principal Multi-Life Simplified Program Details
Principal's unique Simplified DI Program offers exceptional opportunties in the Multi-Life marketplace. The program "details" can be found here! (40Kb)

Adobe Portable Image Document From Here to Security
Principal's "From Here to Security" program is an excellent resource for producers and consumers alike. This unique informational piece offers explanations about the need for disability insurance and how to solve the problem! (518Kb)

Adobe Portable Image Document Principal Simplified DI Brochure
The Simplified DI process is the easiest and fastest way to write disability insurance. Find out more by reviewing this brochure. (132Kb)

Standard DI

External Link Standard State Approvals & Contract Information
Everything you need to keep up to date with the final stages of the Protector+ rollout - including policy information and software!

Adobe Portable Image Document Protector+ Specimen Policy
The New Protector+ Specimen Contract with Optional Riders. (462Kb)

Union Central DI

True Stories - Testimonials on the Power of Disability Insurance

External Link LIFE Disability Income Section
LIFE has developed some great information on their website which you can direct your client to. Included are calculators and "realLIFEstories" video!

Adobe Portable Image Document September 11th Changed His Life
Read the testimonial of how disability insurance gave a 9/11 survivor the financial means to move on. (17Kb)

Adobe Portable Image Document Disability Insurance Helps Protect a Family During a Battle with Cancer
A battle with cancer ended the life of a father and husband. But the economic benefits of his planning live on for his family. (19Kb)

Adobe Portable Image Document A Heart Condition Takes His Legs but Not His Spirit
When complications from heart surgery resulted in the loss of his legs, a disability policy saved his economic life. (32Kb)

Disability Income Insurance General Information

MS Powerpoint Document The TIP Plan - Total Income Protection
The TIP plan is SDIC's innovative approach to providing a logical reason for a client to consider appropriately protecting their income. Many planners don't have a way to bridge the gap between what people have versus what they need. Let us give you a TIP! (213Kb)

MS Powerpoint Document Business Overhead Expense
A simple one slide PowerPoint which illustrates how BOE plans work. (89Kb)

Long Term Care Insurance General Information

Adobe Portable Image Document HSA's and LTCi
John Hancock has provided a concise summary of how an HSA plan can provide a consumer with tax deductible premiums for LTC insurance. (94Kb)

External Link MetLife's Mature Market Institute
MetLife's information and policy resource center on issues related to aging, retirement, long term care and the 50+ marketplace. This site is a great resource for information and statistics related to the issues of aging.

Critical Illness General Information

TRAINING PRESENTATIONS

MS Powerpoint Document DI Opportunities in Medical Market
The Medical Market is Red Hot! Changes by many carriers are increasing the opportunities to write more DI coverage than ever. This presentation presents 13 key opportunities to expand your business in the Medical Market. (947Kb)

2006 Twin Cities DI Day

MS Powerpoint Document John Roberts - Trends in the Disability Insurance Market
John provided a great update to the changes in the DI marketplace which he shared with our attendees several years ago. This presentation is a statistical bonanza of useful information. (4Mb)

MS Powerpoint Document Complete DI
George Davidson and Brian Dawood presented the Complete DI strategy. Complete DI will change the way your clients look at disability insurance and provide a more realistic and valuable service for your clients. (709Kb)

2005 Twin Cities DI Day

MS Powerpoint Document Harold Petersen
Harold's presentation looked at opportunities in the high limit marketplace with Lloyds of London insured plans. (325Kb)

MS Powerpoint Document Lynn Rathbun - Special Risk DI Plans
Lynn Rathbun reviews the product offerings of the Illinois Mutual Special Risk DI plans. (217Kb)

MS Powerpoint Document Kevin Farley - Future Shock - New Product Directions
Kevin Farley looks at the factors influencing future product designs. (391Kb)

MS Powerpoint Document Chris Carlson - 10 Ways to Sell More DI or Improve Your Golf Game
Chris Carlson's unique approach to improving your game - whether you are at work or play! (777Kb)

ARTICLES & MISCELLANEOUS INFORMATION

Broker World Article - George Davidson

Adobe Portable Image Document Income Protection: The Financial Planning Ark
This article appeared in the March 2004 edition of Broker's World Magazine. (75Kb)




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