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Mutual Trust Financial Group Bi-Weekly E-Newsletter
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July
13, 2010
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In this issue...
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•
Added Bonus! CE Credit for Circle of Wealth Basic Training School
• Attend the 2010 College Planning
Relief™ Annual Conference
• July MTL Circle of Wealth Call
• Latest State Approvals
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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!
Two
Course Dates to Choose From:
• July
19 - 20: Dallas
• August
4 - 5: Los Angeles
[More...]
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Attend the 2010 College Planning Relief™ Annual Conference
When:
August 12 -13, 2010
Where: Cincinnati Marriott Northeast
CPR,
founded by Summit Financial Group, Inc., is a turnkey college
planning solution designed to help you add college planning to your
existing practice or begin a new business offering college
solutions.
Whether you are a CPR licensee or just simply interested in
learning more about this selling system, plan on attending this
conference and open up whole new worlds of opportunity. Click below
for more information.
[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.
Montana
Waiver of
Premium Rider(2 year) - Form 21-9
New
Hampshire
Accidental Death
Benefit Rider -
Form 32-8
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Latest Bulletins...
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Industry News...
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The Dual Power of Life Insurance
By
Elizabeth Cicchetti
Advisor Today
- July 2010
Our very own Elizabeth Cicchetti, Senior Marketing Communications Specialist,
authored an article on whole life and Covenant II in the July issue
of Advisor Today.
Click below to view the article.
[More...]
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MTL University Schedule
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Sharpen
your sales skills by joining a Web based teleconference.
IBC 102: Introduction to Century II Insurance Benefit
Concept IBC
Host:
Mark Creighton
When: 7/14/2010
Time: 2 - 3pm (CDT)
Agents
attending this course will be introduced to the Century II
illustration software module: Insurance Benefit Concept, and will
learn how to illustrate a loan repayment with a higher-than-actual
interest rate showing the balance increasing the purchase of annual
paid up additions, how to schedule loan repayments beginning in the
first year and how to enter loan and loan repayments on the
easy-to-use IBC concept tab.
[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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