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Mutual Trust Financial Group Bi-Weekly E-Newsletter
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May
18, 2010
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In this issue...
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•
Attention KS, MO and NE Producers: Earn While You Learn
• Learn More About IBC: New Courses
Added
• Wealth & Wisdom: Upcoming Two-Day
Training Course and Webinar
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Attention KS, MO and NE Producers: Earn While You Learn
Register for the IBC Continuing Ed Course
If
you reside in Kansas, Missouri or Nebraska, and need to fulfill
continuing education requirements, then register for the Infinite
Banking Life Insurance Course (8 credit hours), hosted by MTL
Insurance Company® and Larry Larsen's Eagle Education. This course
is based on the principles of the book, Becoming Your Own Banker™ and the
teachings of its author, R. Nelson Nash.
Course
Schedule:
June 24, 2010 • 8 a.m. - 5 p.m.
Lenexa, Kansas
Instructor: Tom O'Haver, CLU, Regional Sales Director, Midwest
Region
Tuition:
$75
Tuition includes a copy of Becoming
Your Own Banker™ and a client/student workbook that is
endorsed by Nash.
[More...]
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Learn More About IBC: New Courses Added
Due
to your continuing interest in and enthusiasm for the Infinite
Banking Concept (IBC), MTL Insurance Company has created two new
IBC courses, available through its web-based educational system,
MTL University (MTLU). This brings the total of IBC courses available
from MTL to four. Each of the four courses will be offered
approximately twice a month and can be taken in any order.
[More...]
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Wealth & Wisdom: Upcoming Two-Day Training Course and
Complimentary Webinar
MTL
Insurance Company, working in partnership with Wealth & Wisdom
Institute, has designed a new communication and educational tool
that can help you increase production by empowering you to
"Become the Solution" in your clients' lives.
Learn
more about Wealth & Wisdom by registering for the upcoming FREE
webinar hosted by Leonard Renier.
Click here to register.
• July 12, 2010 at 10 a.m. CDT
The last Wealth & Wisdom webinar was archived at the Agent Web
Site. Click
here to view the presentation.
Finally, the first two-day Wealth & Wisdom training course is June 3-4 in Dearborn,
Michigan. To enroll, or to learn more about Wealth
& Wisdom contact Carolyn
Musinski at 800-323-7320, ext. 5470.
[More...]
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Underwriting Tip: Conditional Receipt Reminders
If money is collected with the
application, please remember to fill out the Conditional Receipt, including
the amount received, then sign and date the form.
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Fax
the Conditional Receipt to home office at 800-522-0449 with the
application and give a copy to the applicant.
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Do
not accept money on applicants age 70 and older. These applications
must be underwritten on a C.O.D. basis.
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All
premium checks must be made payable to “MTL Insurance Company”.
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We do not
accept third party checks, money orders or cashier’s checks.
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May is Disability Awareness Month
Use
the industry-wide DI Awareness Month, sponsored by the LIFE
Foundation, to communicate the importance of disability
insurance. MTL Agency, Inc. partner, Illinois Mutual, writes
the widest range of occupations in the industry, including
electricians, real estate agents, accountants, truck drivers,
contractors and more. "What if your last payday was your last
payday?" To learn more about MTL Agency, Inc. partner
Illinois Mutual and their product offerings, visit our Agent
Web Site or contact the Regional DI Sales Team at 1-800-437-7355.
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Latest Bulletins...
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Home Office News...
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Home Office Closed
Memorial Day
Please note that the home office will be closed on Monday, May 31,
2010, in observance of Memorial Day. As always, access to the Agent
Web Site will be available.
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Industry News...
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What's Going On: DI Takes Center Stage
By Brian Anderson
Life Insurance
Selling - May 2010
I truly hope you are already well aware that May is Disability
Insurance Awareness Month (DIAM). This is the time to ramp up your
own efforts to spread the word to clients and prospects about the
importance of this frustratingly under-the-radar coverage.
[More...]
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MTL University Schedule
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Sharpen
your field underwriting skills by joining a Web based teleconference.
IBC 103 - Insurance Benefit Concept IBC Live Case
Study
Host:
Mark Creighton
When: 5/19/2010
Time: 2 - 3pm (CDT)
The
Insurance Benefit Concept (IBC) case study, hosted by MTL, will help
you become more proficient using the Century II Insurance Benefit
Concept module. This will be accomplished by presenting case studies
via a web based conference call. Participation is free and limited to
MTL licensed agents only.
[More
classes...]
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1200 Jorie Boulevard, Oak Brook, Illinois 60523-2269 |
800-323-7320 | www.mutualtrust.com
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Copyright © 2010 Mutual Trust Financial Group. All rights reserved.
Mutual Trust Financial Group is an insurance-based financial services
provider specializing in whole life insurance, universal life insurance,
annuities and broker-dealer products. Mutual Trust Financial Group, the
Mutual Trust Financial Group logo, and all other Mutual Trust logos and
product and service names are the trademarks and/or registered
trademarks of MTL Holdings, Inc.
Edited by: Erica Free. Insider
is a bi-weekly e-newsletter created by MTL's Sales & Marketing
Division for MGA's, GA's, and agents. All advertising must be approved
by Mutual Trust Financial Group.
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