What's New

American General
o   New Website for Advanced Markets
o   NEW accelerated benefits rider – Accelerated Access Solution – not available in CT
o   Reminder – Product Suspensions in NY
o   “We’re Here” marketing campaign
o   American Taxpayer Relief Act

o   Solutions on Demand - tools needed to prospect and implement life insurance campaigns
o   Real Life Stories from Financial Advisors – “A Stroke of the Pen”
o   Changing brand name to simply AXA – read bulletin

Banner / William Penn
o   William Penn implements NY Regulation 113 – click here for details
o   LGA Express – BGA’s and Broker Dealers

Columbus Life
o   Webinar – Streamlined Solution to a Fast Start in 2014

o   2015 Leader’s Summit – South Africa
o   New – Foundation Builder Index UL – not available in CT, CA, FL, or NY – info available on the Index Institute website
o   Index UL Incentive  

o   Using LI to offset lost SS Benefits
o   The Value of IRR
o   How Parents Can Help Their Children Retire

John Hancock
o   2014 Dividend Change Announcement – for inforce Individual and Survivorship Traditional policies.
o   LTC – updated Partnership Minimums for 2014
o   Central Intelligence for 2013
o   Keep it Simple Sales – Don’t Put All Your Eggs in One Basket

o   New Brochure – The Lincoln MoneyGuard Experience
o   Observations on Markets and Volatility
o   Electronic Delivery “Try-It” Promotion extended

o   Business Life Insurance Strategies Guide

o   Medical Impairments Guide updated
o   Underwriting Guidelines for the Enhanced Care Benefit Rider

Mutual of Omaha
o   New Product and Underwriting Guides available for 2014 – click here
o   Changes for 2014 – IDA is Premier Partner

o   New Indexed Choice UL – webinar 1/14/14

o   New Founders Plus UL – not available in CT
o   State Availability by Product

o   Ace Rates effective 1/6/1

o   December UW Newsletter – Zurich does not stack unrelated medical impairments
o   Term now available in NY - $2.5m minimum DB

Where are we?

Daly Insurance Brokerage Services
231 Farmington Avenue
Farmington, CT 06032

Phone: 860-677-5707
Fax: 860-677-5801



Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. Daly Insurance Brokerage Services, LLC is not affiliated with The Leaders Group, Inc.”