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Mutual Trust Financial Group Bi-Weekly E-Newsletter
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June
29, 2010
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In this issue...
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•
Century II - IBC and College Funding Enhancements Debut July 1
• Added Bonus! CE Credit for Circle of Wealth Basic Training School
• Wealth & Wisdom: Upcoming
Complimentary Webinar
• July MTL Circle of Wealth Call
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Century II - IBC and College Funding Enhancements Debut July 1
As
part of our commitment to support Nelson Nash's Infinite Banking
Concept, as well as College Funding, we are proud to announce the latest
update to our Century II illustration software. Named Phase III,
these software enhancements enable producers to create customized
illustrations for both the Insurance Benefit Concept (IBC) and for
College Funding.
Phase III features a separate tab,
located in the "Concept" scroll down box, for IBC and an
additional tab for College Funding. Other enhancements include:
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User-defined
loans—With
the ability to schedule loans, producers will be able to provide
policy illustrations demonstrating multiple or overlapping policy
loan scenarios.
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Ability
to show loans during the accumulation period—When
using the Premiums Paid from Policy Values (PPV) feature, producers
will now be able to illustrate premiums paid out of pocket for a
specific period and loans occurring as early as the 2nd year.
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Modal
premiums and modal repayments—Producers
will have the ability to choose premium and loan repayments in
modes other than annual.
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Out
of pocket loan interest—Producers will be able to choose
to include the loan interest as part of the loan repayments or show
it paid out of pocket.
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For additional information
regarding the Insurance Benefit Concept, please contact the
Infinite Banking Coordinator, Mark Creighton, at 800-323-7320, ext.
5306. For more information regarding College Funding, please
contact Janice Gehrman, Manager, Sales Support, at 800-323-7320,
ext. 5308. For other information regarding MTL's Century II
illustration software, please contact MTL Sales Support at
800-323-7320, ext. 5140.
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Added Bonus! CE Credit for Circle of Wealth Basic Training School
Now
you can receive continuing education credit for attending the
complementary two-day Basic Training School seminar, with Don Blanton.
Don is the president of MoneyTrax, Inc. and the creator of the
Circle of Wealth® system, which improves the level and quality of
communication between financial services professionals and their
clients. This class normally costs $1000, but MTL is covering the
cost for you!
Three
Course Dates to Choose From:
• July
12 - 13: Chicago
• July
19 - 20: Dallas
• August
4 - 5: Los Angeles
[More...]
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Wealth & Wisdom: Upcoming 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
To enroll, or to learn more about Wealth & Wisdom contact Carolyn Musinski at
800-323-7320, ext. 5470.
[Register...]
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July MTL Circle of Wealth Call
The next MTL Circle of Wealth National Call, featuring
Don Blanton, will be held July 14, 2010 from 10:00-11:00am CDT.
This call will cover spending game enhancements, and if time
allows, the new bank dvd. The MTL COW National Call is open to all
MTL Insurance agents at no cost. If you are interested in
participating, register at the Agent
Web Site or e-mail Carolyn
Musinski, Advanced Sales and Circle of Wealth Coordinator.
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Latest State Approvals
The following states have recently approved the listed
products.
South
Carolina
Products:
Applicant Waiver of Premium
West
Virginia
Products:
Accidental Death Benefit; Option to Purchase Additional Insurance;
Applicant Waiver of Premium
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Latest Bulletins...
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Home Office News...
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July 4th Observance
The home office will be closed Monday, July 5th, in observance of Independence
Day. Normal business hours will resume Tuesday, July 6th. Please plan
accordingly, and have a happy and safe Fourth of July!
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Industry News...
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5 Things You Can Do Today To Promote Your Agent Web
Site
By Aaron Kassover
Life Insurance
Selling - 6/23/10
To help you generate business from your Web site, here are five
simple (yet often forgotten) things you can do today to promote your
agent site:
[More...]
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MTL University Schedule
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Sharpen
your sales skills by joining a Web based teleconference.
IBC 101: Introduction to IBC and the Whole Life Policy
Host:
Mark Creighton
When: 7/7/2010
Time: 10 - 11am (CDT)
Designed
for agents looking to learn more about whole life insurance products,
this course will provide an understanding of the fundamentals of the
whole life policy, especially as it relates to the Infinite Banking
Concept. This course will offer detailed analysis of various
illustrations and reports to provide a closer look at the mechanics
of the whole life policy and IBC
[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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