- Updated Contact Us Information.
- Updated Webinar and Podcast Replays.
- View previous Newsletters.
- Not a member of Jon's Club Contact us today.
- Need to get appointed with one of our carriers use our fillable online form.
- Chargeback, Pre Contracting and Dual Contracting Rules.
- Updated Quick Link Forms located on our Home Page everything from Tobacco Use, Family History, Driving History, Blood Pressure, and More.
- As always don't forget about our Shaw Assist Form, In The News Posts, Quotes-Forms-Product Details, New Producer Bonus, Referral Bonus, Marketing Incentives, Calendar of Events, and so much more!
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
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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.
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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
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Planning Tools
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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.
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Promotion and Presentation Tools
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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
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Workshop Series to Deepen Relationships
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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.
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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.
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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
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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.
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Genworth's Traditional Long Term Care Product - PC Flex 2
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Join us for a Webinar on May 28
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Space is limited. Reserve your Webinar seat now at: https://www1.gotomeeting.com/register/574376753
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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.
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Title:
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Genworth's Traditional Long Term Care Product - PC Flex 2
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Date:
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Wednesday, May 28, 2014
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Time:
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2:00 PM - 3:00 PM EDT
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After registering you will receive a confirmation email containing information about joining the Webinar.
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System Requirements PC-based attendees Required: Windows� 8, 7, Vista, XP or 2003 Server
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Mac�-based attendees Required: Mac OS� X 10.6 or newer
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Mobile attendees Required: iPhone�, iPad�, Android™ phone or Android tablet
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Effective June 1, 2014, the new Disability Continuation of Planned Premium Rider is available on AccumUL Plus.
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"
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Copyright � 2014. All Rights Reserved.
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