Need Some Help?
Try our video tutorials. With topics ranging from learning about First Protective's Wealth Transfer Platform to "How to Complete an Application," our video tutorials can help you with all aspects of the wealth transfer sale. For these and other informative First Protective presentations, subscribe to the First Protective Podcast on  iTunes
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Effective January 1, 2010, the Pension Protection Act of 2006 allows for tax free withdrawals from certain "linked benefit" annuity products to pay for long-term care expenses. Don't miss this once in a decade opportunity to tell your clients about the benefits of the Pension Protection Act and what it means to them. These training presentations below are your crash course on the Pension Protection Act tax law changes and the products available from both OneAmerica and Mutual of Omaha for your clients. Please keep in mind that you need to be licensed for Long Term Care to sell these products, even though the LTC linked benefit is a rider on these fixed annuity products. If you are in a Partnership state, that means you MUST have the required LTC Continuing Education course completed.
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What's this whole "Wealth Transfer" thing all about, anyway? In this in-depth training, Rachel Smith with First Protective's Wealth Transfer team introduces you to the First Protective Wealth Transfer offering, educates about the concept and typical client profiles and reviews several of First Protective's more popular products.
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In this tutorial, Rachel Smith with First Protective's Wealth Transfer team reviews the MoneyGuard Application Process.
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In this tutorial, Rachel Smith with First Protective's Wealth Transfer team goes over the MoneyGuard illustration.
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The most difficult aspect of the OneAmerica Annuity Care sale is completing the application. In this tutorial, Rachel Smith with First Protective's Wealth Transfer team reviews the application packet and discusses each of the 3 main sections and illustrates what to complete, when and what needs to be sent to OneAmerica and what goes to First Protective. If you are selling AnnuityCare or are interested in it, this is a must see tutorial.
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AIG's Inheritance Life is a single premium simplified issue life insurance product available in select financial institutions. This tutorial leads you through AIG's E-Connect system, the application system for AIG's
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Like the Annuity Care product, completing applications for Asset Care is often the most difficult part of the sale. In this tutorial Rachel Smith goes over completing the AssetCare application.
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Linked Benefits