Shaw American Has Added More Useful and Up To Date Information!
 

 

 

 

At Shaw American we are working hard to be your one and only stop for all your Brokerage Life, Long Term Care, Disability and Annuity Business! 

 

 

Don't forget about our SNAP Services!

Illustrations and Forms in 15 minutes or less!

Policies Issued within 3 business days of Approval!

Contact us today at 1-800-626-5888

Extended Hours of Operation

                      Monday-Thursday 8:30-5:00

   Friday 8:30-4:00

 

ANTI-MONEY LAUNDERING TRAINING PART OF UL POLICY ISSUE REQUIREMENTS.

 

 

The USA Patriot Act requires anti-money laundering (AML) training for certain insurance producers. Under the rules, insurance producers -- including independent agents -- who sell products that accumulate cash value or have an investment component must be trained to understand and detect possible money laundering activities. This AML training must be completed on an on-going basis.  

In their continuing efforts to satisfy requirements under the USA Patriot Act, the Legal & General America Companies--Banner and William Penn require agent certification of on-going AML training before issuing a universal life product.  Legal & General America continues to partner with LIMRA to allow eligible producers to take the on-going AML training course at no cost.

All agents who completed LIMRA's "Anti-Money Laundering for Insurance Producers" course are required to complete the AML on-going training course every two years.  To determine if you have taken AML training within the last two years please visit the LIMRA website at https://aml.limra.com. The 2014 refresher of Money Laundering - Anti-Money Laundering for Insurance Review will automatically be assigned through LIMRA. There are two versions of the course available-one with Flash enabled and one without. You are only required to complete one of these versions.

The on-going training course will take approximately 30 minutes to complete and must be completed prior to issuance of any universal life policy.

 

 

Generate prospects with client workshops

Workshop marketing can be a powerful way to share your expertise and educate people about their need for the financial solutions you can provide. Take workshop marketing to the next level with our:

  • Marketing Guide and Workshop Topics List
  • Comprehensive package of support materials
  • Financial Security Workshop Series

Planning Tools


The new Workshop Marketing Guide (BB11236) and Workshop Topics List (BB11235) walk you through the process and provide best practices to help you refine your workshop marketing approach.

 

Promotion and Presentation Tools


Customizable invitations, scripted presentations, recommended handouts, an evaluation form and thank you email provide you a complete, ready-to-use set of tools to help you have a successful event. See website 

 

Workshop Series to Deepen Relationships


For a more engaging experience, consider hosting a Financial Security Workshop Series.

Over several weeks or months, provide valuable guidance and insights to a group on topics ranging from financial basics to preparing for retirement. As you build relationships over time, you'll have multiple opportunities to secure one-on-one meetings and drive new business. See page 2 of the Marketing Guide to learn more.

 

Principal Learning Network

 
June 2, 2014
10:30 - 11:00 a.m. (Central)

 

Nonqualified supplemental retirement plans can be effective tools for recruiting, rewarding and retaining valuable key employees. The June 2 PLN will feature two of our nonqualified plans - Principal SERP SelectSM and Principal Select Reward Plan. We'll share key features of these plans and how to identify clients that might benefit.

 

Add this to your Outlook calendar

 
If you use Outlook to manage your calendar, click here to have this event automatically added to your calendar. Note: This link may not work correctly on tablets or smart phones. 

 

A reminder message will be sent to you including handouts and dial-in information a few days prior to the call.

 

Phone: 866-599-9219
Password: Eddie
 

 

 

What happens when 401(k) or IRA plans don't work as intended?  

 

It's entirely possible that withdrawals from a client's 401(k) or IRA plans will be subject to higher taxes in this new economy. If this is the case for your client, learn how to provide creative solutions with life insurance. Consumer approved brochure and producer training video.

 

 

 

 

Genworth's Traditional Long Term Care Product - PC Flex 2

Join us for a Webinar on May 28

Click Here

Space is limited.
Reserve your Webinar seat now at:
https://www1.gotomeeting.com/register/574376753

Join us as we take a deep dive into Genworth's traditional long term care product, PC Flex 2.  We will review product features and benefits as well as answer any questions you may have.

 

Title:

Genworth's Traditional Long Term Care Product - PC Flex 2

Date:

Wednesday, May 28, 2014

Time:

2:00 PM - 3:00 PM EDT

 

After registering you will receive a confirmation email containing information about joining the Webinar.

 

System Requirements
PC-based attendees
Required: Windows� 8, 7, Vista, XP or 2003 Server

Mac�-based attendees
Required: Mac OS� X 10.6 or newer

Mobile attendees
Required: iPhone�, iPad�, Android™ phone or Android tablet

Effective June  1, 2014, the new Disability Continuation of Planned Premium Rider is available on AccumUL Plus.

United of Omaha
What you need to know about the Disability Continuation of Planned Premium Rider:
  • an optional "cost" rider
  • Disability Continuation of Planned Premium amount capped at two times the target premium, or $3,000 per month
  • rider amount must be chosen at time of application, renews through age 59
  • Available in all states June 1, 2014, except CA, CT & NY

 Note:  the Disability Waiver of Policy Charges rider is still available; however, both riders cannot be included on the same policy. 

With the introduction of this rider, it's even more important that you write full rider name on application: 

  • "Disability Continuation of Planned Premium" (with benefit amount) or "Disability Waiver of Policy Charges" - not "Disability Rider"

Contact Us:

Phone: (800) 626-5888

Fax: (888) 329-7429

www.shawamerican.com

 

Jon Shaw

President, CEO, CFO

[email protected]

 

Susan Newland

Vice President 

UW Case Manager

[email protected]

 

Kevin Early

Underwriting Case Manager

[email protected]

 

Marie Causey

Executive Office Management

[email protected]

 

Jeremy Combs

Manager Accounting and Commission

[email protected]

 

Stephanie Shaw

Advertising Marketing 

Coordinator

  [email protected]  

 

Amanda Combs

Marketing Specialist

[email protected]

 

Lisa Haag

New Business Support

[email protected]

 

Theresa Massie

New Business Support

[email protected]

 

Tara Morris

Marketing Specialist

[email protected]

 

Hank Sutton

Marketing Specialist

[email protected]

 

Misty Hampton

Receptionist

[email protected]

                                                         

At Shaw American we greatly value our advisors and recognize that they're the life blood of our company. If there's anything we can do to make doing business easier, just let us know!

Thanks for choosing Shaw!

830 S 2nd St
Louisville, KY 40203
1-800-626-5888
1-502-583-5527
Shaw American Financial Corporation
830 S Second St
Louisville, KY 40203
1-800-626-5888 
1-502-583-5527

Copyright � 2014. All Rights Reserved.