Even if your clients are going to live comfortably in retirement no matter what Social Security benefits are waiting for them, they have been contributing to the system for decades and they deserve the best possible return on those contributions. For some, that means delaying Social Security payments until they reach their maximum
June is National Annuity Awareness Month
As more and more baby boomers are closing in on retirement, they're looking to you to help them navigate the financial challenges. Consider offering fixed annuities to give flexibility and reliability to their portfolio of assets. Check out the top 10 reasons to sell fixed annuities. And for more information on how you can get involved with Annuity Awareness Month, visit Annuity Awareness Month and The Society for Annuity Facts and Education (SAFE) .
The DOL Regulatory Implementation
Government regulations can be daunting, but as financial professionals you have a duty to observe them. Please review the resources assembled in the DOL Playbook to aid your understanding of the recent Department of Labor (DOL) ruling and gain insight on how to best comply with the new legislation.
Trendsetter Portfolio 2017 Updates and Re-Price for California
On June 2, 2017, the Trendsetter Super Series term product portfolio was re-priced. The new 2017 Commissioner's Standard Ordinary (CSO) tables were implemented on the portfolio as well as the Principle Based Reserving (PBR). The old premium rates, rider and product specifications will remain in effect for the Trendsetter LB in California.
Transamerica's New Illustration Software
Transamerica is pleased to introduce myTransWare, their browser-based product illustration platform that will be replacing TransWare over the next year. myTransWare will be accessible from the Financial Professional website you access to conduct business with Transamerica and will support new products as they are made available for sale. To learn more about using myTransWare to run your term quotes check out this Brainshark.
Carrier Rewards Programs:
Carrier Incentives: Travel the World With Cenco!
AIG Partners Webinars
AIG Partners Group frequently host product training and sales concept webinars every week for their producers. All webinars are complimentary and recorded for future viewing in Career Campus located within eStation. Join the webinar on "QoL Max Accumulator+ NonMed Underwriting" on the 21st at 12:00 PST.
DI Tip Of The Week
Part Time Employees
Workplace trends show more employers are allowing flexible work arrangements to attract and retain key talent. Working part-time allows these individuals to keep their professional skills current, while providing needed flexibility. Part-time work, however, doesn't come without challenges. Many of these employees don't qualify for employer-sponsored group benefit programs, so they need individual protection solutions, such as income protection. Call Cenco today for more information.