News

May 23, 2017

Standard Launches New GSI Product

The Standard's Platinum Advantage GSI income protection product launches in approved* states on June 1, 2017.  All new requests for proposals (RFPs) submitted on or after the product launch date of... Read More
Mar 28, 2017

Principal: Select Professional Program

The Select Professional Program from Principal® is ideal for young professionals, students and residents whose income is expected to increase quickly. The Select Professional Program offers:... Read More
Feb 22, 2017

Mutual of Omaha: Increased Benefit Amount

On March 1, 2017, the maximum monthly benefit amount for Priority Income Protection will be increased from $2,000 to $4,000. Click here for more information... Read More
Feb 21, 2017

Assurity Online Access For Your Clients

Assurity now has a mobile-optimized policy owner website that makes managing policies effortless and empowering. At MyAssurity.com, your clients can get online access to: Coverage information Make premium payments Update contact... Read More
Feb 2, 2017

Principal Reports Higher Insurance Earnings

Principal Financial Group, Inc. has reported increased earnings in the fourth quarter of 2016, with $318 million in net income, up from $254 million in net income for the fourth quarter of 2015. They attribute... Read More
Jan 16, 2017

Principal IDI Guideline Changes

Effective Monday, February 6, 2017, Principal will make the following changes to their IDI product:... Read More
Jan 3, 2017

New IDI Product from The Standard

The Standard released a new Individual Disability Insurance (IDI) product on January 3, 2017 - Platinum Advantage. It's the next generation income protection product designed to provide the flexibility needed to meet your clients' unique... Read More
Dec 8, 2016

Assurity Increased BOE Monthly Benefit Limit

Assurity increased their Business Overhead Expense (BOE) monthly max benefit limit to $20,000 for 2A, 3A and 4A occupations. Please contact us at 877.455.9580 or info@truluma.com if you have any questions... Read More
Nov 30, 2016

Principal Simplified DI Changes for California

Principal has made changes to the Simplified DI Program in California effective immediately: Simplified DI Single-Life (benefits up to $4,000/month) is no longer available. Customers can still get coverage, but Principal will... Read More
Nov 10, 2016

John Hancock Discontinuing Individual LTC Sales

After a recent analysis of the macro-economic trends facing the long-term care (LTC) insurance industry, John Hancock has made the difficult decision to discontinue sales of their individual LTC insurance policies in all states. As... Read More
Nov 7, 2016

Genworth Will Enhance Privileged Choice® Flex 3 Product in Montana

On December 5, 2016, Genworth will enhance their Privileged Choice® Flex 3 product in Montana. These enhancements improve Flex 3's competitive position and increase consumer value. The following outlines the product enhancements:... Read More
Oct 17, 2016

Pacific Advisors is Now Truluma!

As Pacific Advisors, we always strived to help you find the most appropriate income and asset protection solutions for your clients. And now - to better reflect our knowledge, dedication and responsiveness - we've changed... Read More
Oct 3, 2016

Ameritas Increased I&P Limits

Effective immediately, Ameritas increased the maximum participation limits with other individual DI to $30,000 and increased group long-term disability to $35,000 on individual disability income contracts for occupational classes, 6A-4A. This is not applicable to... Read More
Aug 15, 2016

Standard Issue & Participation Limits Increased

The Standard's income-based issue and participation limits have increased to allow more coverage for all income levels when combined with Group LTD, regardless of carrier. Maximum benefit amounts in relation to income range from... Read More
Jul 26, 2016

Principal Online Premium Payments Available

Online premium payments are now available for Principal policy owners. Your clients can now make quick, convenient and secure online payments for their Principal life and/or disability insurance policy. They can make both premium... Read More
Jul 7, 2016

Principal TeleApp Changes

On July 9, 2016, Principal is enhancing their TeleApp interviews: Interviews on-demand - Preferred method: No appointment necessary. Clients get Part B of their insurance application taken care of immediately by calling... Read More
May 22, 2016

Truluma Welcomes Shalanée Joyner

 Truluma welcomes our newest team member, Shalanée Joyner! She is our Internal Sales Consultant and can assist you with case design, sales ideas, contractual questions and illustrations. Shalanée comes to us with an extensive background... Read More
May 10, 2016

Genworth Released 2016 Cost of Care

Genworth released their 2016 Cost of Care report, which you can view here. The report is an annual median cost of long-term care in the nation. The change in costs from 2015 to 2016 varies... Read More
May 2, 2016

Assurity Updated Residual and Guaranteed Insurability Riders

Assurity has made enhancements to the Residual Disability Income Rider and Guaranteed Insurability Option (GIO) Rider for their Century+ Disability Income Insurance product. Here is a quick reference of the enhancements: Residual Disability Income... Read More
Apr 25, 2016

Ameritas Occ Class Change for Veterinarians

The occupational classification for licensed veterinarians is being changed from the medical occupation 'M' classification to the non-medical occupational 'A' classification for Ameritas' DInamic Foundation Noncancelable and Guaranteed Renewable, Guaranteed Renewable and Business Overhead Expense... Read More
Apr 22, 2016

The Standard: Many Surgical Occupations Upgraded in Classification

Effective May 1, 2016, ten surgical occupations will be upgraded from a 3P to a 4P occupation classification for individually underwritten Protector PlatinumSM and Protector+SM (in Vermont) policies. Click here to read more... Read More
Apr 20, 2016

MetLife Suspends DI Sales

MetLife has announced the suspension of Individual Disability Insurance (IDI) sales, effective September 1, 2016. This date will be the final date to submit IDI business, with the final date to place IDI business on... Read More
Mar 31, 2016

John Hancock: Applying For LTC Just Got Easier

Effective April 1, 2016, John Hancock will no longer require applicants to provide a blood and urine sample to apply for long-term care. Contact our office at 877.455.9580  for more information... Read More
Mar 29, 2016

MetLife DI: New Coverage Limits and Fewer Restrictions

New guidelines could mean fewer restrictions and higher limits for many of your disability insurance (DI) clients. See what's new: Starting Practice Limits:... Read More
Mar 25, 2016

Mutual of Omaha Makes Coverage Available to All Occupations

Effective March 28, 2016, Mutual of Omaha introduced an income protection product that extends coverage to all occupations. The policy, Priority Income ProtectionSM, covers off-the-job injuries and illnesses via a simplified underwriting process that does... Read More
Mar 11, 2016

Earn a 10% Additional Bonus From John Hancock By Selling Performance LTC

By selling John Hancock's new and innovative Performance LTC product from March 1, 2016 through December 31, 2016, you can increase your earnings with an additional 10% bonus as part of their Performance LTC 2016... Read More
Mar 10, 2016

Standard Multi-Life Discount Reduced to Three Lives

Effective April 1, 2016, only three submitted applications within a six-month period will be required to establish an Employer-Based Multi-Life Discount. This 10% discount off gender-distinct premium rates may be applied to Protector PlatinumSM and... Read More
Feb 1, 2016

New Principal DBO Product

Principal Life Insurance Company has a new Disability Buy-Out (DBO) insurance policy in approved states effective February 1, 2016. Highlights of the new product: Competitive pricing - Double-digit decreases*... Read More
Jan 12, 2016

MetLife Announces Plan to Pursue Separation of U.S. Retail Business

MetLife announced a plan to pursue the separation of a substantial portion of its U.S. retail segment. MetLife is currently evaluating structural alternatives for such a separation, including a public offering of shares in an... Read More
Dec 22, 2015

Met's DI Growth Challenge Extended into 2016

Back by popular demand, MetLife is extending the Disability Insurance Growth Challenge into 2016. This time, they're rewarding those who grow their business in the first half of 2016 compared to the first half... Read More
Dec 15, 2015

Principal Increased DI Benefit Amounts

Effective today, Principal Life Insurance Company enhanced their Income Replacement Tables for Individual Disability Income (IDI) insurance. Your clients may now qualify for higher benefit amounts for IDI (at the same income). Available on new... Read More
Dec 2, 2015

Standard Removing PHI Requirement

Personal History Interviews (PHIs) can take up to two weeks to complete, which can delay the underwriting decision. Previously, PHIs were required for all Business Equity Protector applications, as well as Protector Platinum, Protector Essential... Read More
Nov 6, 2015

Ameritas Announces Premium Rate Reduction

Ameritas announced a premium rate reduction for executive, physician and dental occupation classes. Certain professions that qualify for occupational classes 6A and 6M have a rate reduction of 5% and 10% respectively. Click here for... Read More
Nov 1, 2015

Principal I&P Increases and Occ Class Changes

Principal Life Insurance Company announced exciting changes to help you finish out 2015 with strong Individual Disability Insurance (IDI) sales. NEW: Individual Disability... Read More
Oct 1, 2015

Words That Work Seminars a Huge Success

We had an overwhelming response from the Words That Work seminars held in September. Advisors are reporting that the concepts shared in the seminars have led to more DI sales! If you missed the... Read More
Sep 21, 2015

MetLife's Income Guard Now Available in CA

MetLife's industry-leading disability policy, Income Guard, has been setting sales records across the country and is now available in California... Read More
Sep 8, 2015

The Standard Enhances Their Simplified Underwriting Program

The Standard enhanced their Simplified Underwriting program to simplify the process. Click here for more information about the updates... Read More
Jul 24, 2015

Meiji Yasuda Will Acquire All Outstanding Shares of StanCorp

Meiji Yasuda Life Insurance Company and StanCorp Financial Group, Inc. announced that they have entered into a definitive agreement under which Meiji Yasuda will acquire all outstanding shares of StanCorp (The Standard). Meiji Yasuda and... Read More
Jul 23, 2015

Product Enhancements to Genworth Privileged Choice Flex 3

Genworth made product enhancements to the Privileged Choice 3 long-term care product to improve affordability and consumer value: Reduced base rates up to 10%*. Couple's discount... Read More
Jul 1, 2015

MetLife DI Growth Challenge Part II

Earn another cash bonus for growing your MetLife DI business in 2015 with MetLife's Disability Insurance Growth Challenge! Increase your premium by 15% and receive a cash bonus... Read More
Jun 26, 2015

MetLife Product Update: Simplified Underwriting and Starting Practice Limits

MetLife made updates for Simplified Underwriting and Starting Practice Limits* so that clients applying for DI can now get more coverage under some of their most popular programs. Update in Simplified Underwriting:... Read More
Jun 4, 2015

Principal Occupation Class Changes for Business Owners

Effective immediately, Principal Life Insurance Company will use three key factors to classify a business owner's occupation class, often resulting in a higher occupation class than before. Those three factors are the following:... Read More
May 6, 2015

When Being Wrong Is Right: Brian Leet, of Truluma, in the News

Brian Leet, of Truluma, wrote an article in Advisor Today entitled, "When Being Wrong Is Right". It is an excellent piece that offers a different look into the importance of income protection and why you... Read More
Apr 8, 2015

Principal Simplified Sales Program Updates

Effective immediately, Principal has made two updates to their Simplified Sales Program to make it even more competitive: 1. Increase Limits for Combination Simplified DI/OE - Principal has removed the $10,000/month combination cap for... Read More
Apr 8, 2015

New 2015 Genworth Cost of Care Survey

Genworth's 2015 Cost of Care Survey for Long-Term Care (LTC) is now available. You can use the Cost of Care Survey with your clients to show them what care could cost in their... Read More
Mar 2, 2015

MetLife Removes Limitations to High Net Worth Clients

Exciting news!  MetLife introduces a new DI underwriting policy that opens the door to high net worth clients.  This means your high net worth clients could now be eligible for DI coverage benefits based on... Read More
Feb 25, 2015

Transamerica LTC Suspends 3% Compound Inflation Option

Effective Friday, March 6, 2015, Transamerica LTC will temporarily suspend sales of the 3% compound inflation option rider across all product lines: TransCare II®, TransCare III®, and Transamerica Secure® , in all states.  All completed... Read More
Jan 20, 2015

MetLife Announces Exciting Changes for Business Owners

New developments mean that business owners are in a better spot than ever: NEW in 2014 — Self-employed income gross-up Self-employed applicants can now receive DI... Read More
Dec 18, 2014

Earn a Cash Bonus for Increasing Your Met DI Sales

MetLife is having a DI Growth Challenge where you can earn a cash bonus for increasing your DI business in 2015. You just have to increase your placed DI premium over the first six months... Read More
Dec 9, 2014

The Standard: Chiropractors and Dental Hygienists DI Changes

Effective December 31, 2014, The Standard will no longer offer disability insurance to chiropractors and the occupation class for dental hygienists will change from 2P to B. Coverage for dental hygienists will then only be... Read More
Dec 5, 2014

Ameritas Now Offers Higher Maximum Issue & Participation Limits for BOE

Effective immediately, Ameritas is offering up to age 64 and has increased their issue and participation limits for their new Business Overhead Expense (BOE) product. Click here for more detailed information or give us... Read More
Dec 1, 2014

MetLife Words That Work

Through in-depth market research, MetLife gathered insights on the words that work to drive disability insurance discussions with clients. As a producer, you may be unknowingly making the DI sales process even harder by using... Read More
Nov 3, 2014

MetLife Suspending DI Sales Weekend of November 14 - 17

Important Notice: The sale of MetLife DI products will be suspended November 14, 2014 through November 17, 2014 due to the merger activities of three MetLife companies. Applications dated on any of those dates... Read More
Sep 22, 2014

IDI Updates from Principal

Effective Monday, September 22, 2014, Principal has made some updates to their Individual Disability Income (DI) insurance. Those changes include the following: 1. New to the industry. Individuals working part-time are now eligible... Read More
Sep 15, 2014

Ameritas Introduces a New Business Overhead Expense Policy

Ameritas has rolled out an innovative Business Overhead Expense (BOE) policy that provides your clients with a cost-effective way to protect their business. The new policy is available effective September, 15, 2014 and will replace... Read More
Sep 11, 2014

Ameritas Fundamental Contract Expands to Homemakers

Ameritas enhanced their DInamic Fundamental product to include homemakers as eligible prospects. A homemaker is defined as an individual who is responsible for managing the duties of a household. The role of the homemaker... Read More
Jun 26, 2014

Genworth Privileged Choice® Flex 3 Launching on July 21st

Genworth is launching Privileged Choice Flex 3 on July 21st in all states except CA, CT, FL, HI, IN, MD, MT, NY and VT. Some of the changes to occur with Flex 3 include:... Read More
Jun 10, 2014

Pacific Advisors Sponsors Ben Towne Foundation's 2014 Benefit

Pacific Advisors is pleased to help sponsor Ben Towne Foundation's 2014 benefit. The benefit is an annual fundraiser where the proceeds go toward immunotherapy research that is occurring at Ben Towne Center for Childhood Cancer... Read More
May 8, 2014

John Hancock Pricing, Product and Underwriting Changes

Effective May 19, 2014, John Hancock is making several changes to their product and pricing on the Custom Care III and Custom Care III featuring Benefit Builder products. They are also introducing a shortened application... Read More
Apr 24, 2014

Earn a Compensation Bonus With MetLife's DI Jumpstart Program

MetLife is running a DI Jumpstart Program during Disability Insurance Awareness Month where producers can earn additional sales income by receiving a compensation bonus for selling qualifying individual disability insurance policies. For more information... Read More
Apr 21, 2014

Ameritas BOE for Owners Using Personal Residence

Ameritas is now offering Business Overhead Expense (BOE) Insurance to business owners who operate their business from their personal residence. Click here for more details about this enhancement. Contact us at 877.455.9580 or... Read More
Apr 7, 2014

Principal IDI Portfolio Enhancements

Principal has made several enhancements to their IDI portfolio which impact government employees, engineers and the Principal Key-Person product. Click here for detailed information on occupational and Key-Person Replacement enhancements. Contact us at... Read More
Apr 3, 2014

The Standard Introduces Preferred Producer Discount

The Standard introduces a new discount that is available to advisors who place 5 or more Individual Disability Insurance policies for unique individuals. This Preferred Producer Multi-Life discount of 10% can be applied to qualifying... Read More
Apr 2, 2014

Genworth 2014 Cost of Care Now Available

Genworth has released the 2014 Cost of Care for long-term care. Click here to view your state's cost of care report. You can also find the Cost of Care website in our Producer Resource... Read More
Apr 2, 2014

Assurity Launches New Critical Illness Policy

Fully underwritten Critical Illness (CI) insurance pays a lump-sum benefit from $50,000 to $500,000 upon diagnosis of 14 life-threatening conditions. The cash benefit can be used for anything your client desires - mortgage payments, time... Read More
Apr 1, 2014

Mutual of Omaha DI Choice Enhancements

Mutual of Omaha has made enhancements to help you increase your sales in the DI market. What's New: Age 67 Benefit Period available for... Read More
Apr 1, 2014

The Standard Protector Platinum Now Available in California

Protector Platinum Individual Disability Income Insurance and Protector Platinum Guarantee Issue have been approved for sale in California. You may begin taking applications immediately. To download the Individual Disability Insurance Application Packet for California... Read More
Mar 26, 2014

The Standard Upgraded Occupation Classes

The Standard upgraded several occupation classes, which include the following professions: Architects Insurance... Read More
Mar 17, 2014

Pacific Advisors Earns The Standard's Top National Disability Insurance Leadership Award

Pacific Advisors was honored to receive The Standard's Top National Disability Insurance Leadership Award for the 14th consecutive year.  For more information, click here... Read More
Feb 13, 2014

Assurity Issue Limits Increase for Century+

Assurity Life Insurance Company has increased the issue limits for the Century+ Individual Disability Income Insurance product. The issue limits have increased as follows: 3A and 4A occupations have increased from... Read More
Feb 10, 2014

Genworth Privileged Choice® Flex 2 Launching in Oregon, Gender-Distinct Rates Apply

Effective February 24, 2014, Genworth Life Insurance Company and Genworth Life Insurance Company of New York will be launching Privileged Choice® Flex 2 in the following states:  CT... Read More
Feb 6, 2014

Ameritas Occupation Class Upgrades

Effective February 3, 2014, Ameritas announced a number of occupation class upgrades for several professions on DInamic Foundation disability income insurance products. The following occupations have been upgraded:... Read More
Jan 27, 2014

Pacific Advisors Welcomes Emma Stover

Pacific Advisors would like to welcome Emma Stover to our new business team.  Emma is our newest Case Manager and will be working with advisors to find the best DI and LTC... Read More
Jan 22, 2014

Principal Introduces Core Value Income Protection

Core Value Income Protection offers a more streamlined and affordable option for a broader range of clients.  It uses key features from Principal Life Insurance Company's Individual Disability Income (DI) insurance policy to create four... Read More
Jan 21, 2014

Petersen International: Pilot Loss of License Insurance

Petersen International created a Loss of License Insurance plan designed to cover professional pilots that lose their license due to a health issue. Overtime, the financial needs of the professional aviator have evolved, and now... Read More
Jan 14, 2014

Pacific Advisors Welcomes Amy Thornton

Pacific Advisors would like to welcome Amy Thornton to our team.  Amy joined our new business team earlier this month as a Case Manager and will be working with advisors to find the best DI... Read More
Dec 6, 2013

Ameritas Multi-Life Unisex Pricing Discontinuing

Effective April 1, 2014 Ameritas is discontinuing their unisex pricing for all fully underwritten multi-life, association and existing big case discount programs for Disability Insurance. This change will apply to all disability products in... Read More
Nov 21, 2013

MetLife: DI Occupation Class Upgrades and New Emerging Markets

MetLife has upgraded or expanded additional occupation classes and has researched and identified new high-growth markets for disability insurance.  Eleven additional occupations qualify for occupation class upgrades.  Some occupations have been upgraded... Read More
Nov 15, 2013

Ameritas DInamic Foundation Now Available in California

Effective Friday, November 15, the Ameritas DInamic Foundation Product will be available for Individual DI and Business Overhead Expense in California. For more information, click here or call us... Read More
Nov 6, 2013

Principal Increased Simplified DI Limits

Effective immediately, Principal Simplified issue limits for Individual Disability Income (DI) insurance are raised to $4,000/month for single-life and $6,000/month for multi-life. New issue limits for Simplified DI can be applied immediately on... Read More
Oct 18, 2013

NAIFA Meeting in Boise

Jeff Kerns and Jeff Peterson will be speaking about DI solutions this Friday in Boise, Idaho at the NAIFA meeting... Read More
Oct 1, 2013

Pacific Advisors Welcomes Catherine Chin

Pacific Advisors would like to welcome Catherine Chin to our team.  As a Case Manager, she will be working directly with advisors to find the best DI and LTC insurance solutions for their clients.  Catherine comes... Read More
Sep 12, 2013

MetLife's New Underwriting Requirements

MetLife DI has updated their medical underwriting requirements in an effort to make them easier to understand and produce results faster.  To see complete details, click here... Read More
Sep 3, 2013

MetLife Simplified Underwriting Now Leads Industry in Coverage Amounts

MetLife's Simplified Underwriting Program (SUP) is making it even easier for your clients to obtain DI coverage by offering higher benefit amounts, fewer requirements and a shortened application process.  In fact, MetLife is now leading the industry... Read More
Aug 28, 2013

Mutual of Omaha Introduces MutualCare Solutions Portfolio

Mutual of Omaha to Launch New LTC Portfolio, MutualCare® Solutions (LTC13)  ... Read More
Aug 12, 2013

Transamerica TransCare III LTC Product Available in September

Beginning September 10, 2013 advisors will be able to sell TransCare® III, a new Long Term Care insurance product from Transamerica Life Insurance Company for the individual market. TransCare® III offers innovative long term care... Read More
Jul 24, 2013

The Standard Announces Increased Participation Limits and Retirement of Temp Occ Classes

The Standard announced a few changes today.  First, increased Participation Limits for Occupation Classes 5A, 4A, 4P, 3A, 3P, 3P Surgeons, and 2P.  These changes apply to Protector Platinum, Protector+, and Protector Essential DI products. ... Read More
Jun 25, 2013

John Hancock Releases Updated State Approval Map

John Hancock has released an updated version of their Custom Care III featuring Benefit Builder state approval map.  To view it, click here (updated August, 2013).  ... Read More
Jun 22, 2013

Pacific Advisors Sponsors Ben Towne Foundation's Private Screening of Disney Pixar's Monsters University

Pacific Advisors is pleased to be a sponsor for Ben Towne Foundation's private screening of Disney Pixar's Monsters University.  The event is at Cinemark Lincoln Square Cinemas on June 22, 2013.  For more information, click... Read More
Jun 18, 2013

Boomers Underestimate LTC Cost, Life Expectancy

 Pre-retirees prioritize LTC costs in retirement planning, but few have LTCI                                                By Danielle Andrus, AdvisorOne June 18, 2013... Read More
Jun 17, 2013

MetLife Announces Occupation Upgrades for Select Physicians

The following physicians are now included in the 6M underwriting occupation class, resulting in an estimated 20-25% premium reduction: Allergist Family Practice General Medicine... Read More
Jun 7, 2013

MetLife Implements Rate Increases on In-Force LTC Contracts

Effective October 1, 2013, MetLife will increase premium rates in 16 states on in-force LifeStage Advantage, LTC97, VIP1 and VIP2 individual contracts.  Implementation begins June 19, 2013.  Click here to read the full release from MetLife... Read More
May 22, 2013

Principal Announces Additional IDI Discount For Select 5A-S Occs

Effective immediately, clients in 5A-Select occupations who are members of a professional association are eligible for up to 20% in discounts when purchasing a variety of Principal Life Insurance Company Individual Disability Insurance (IDI) products... Read More
May 20, 2013

John Hancock Launches LTC Captivate Web-Based Sales System

John Hancock launched this new sales platform on May 20th in the 36 Compact states and is broadly available to producers who are licensed and appointed to sell John Hancock.  It features a more efficient... Read More
May 13, 2013

LTC Costs Escalating Says Genworth's 2013 Cost Of Care Survey

For the 10th consecutive year, Genworth released an annual Cost of Care Survey for 2013.  Costs continue to escalate but some states at a higher rate than others.  Click here to see the 2013 Cost of... Read More
May 6, 2013

MetLife DI Launches Income Guard Product

Initially approved in 37 states, MetLife launched Income Guard today.  The newest Individual Disability Income (IDI) product features Specialty Own Occupation definition of disability for physicians and dentists, 7 new riders, improved rates for regular... Read More
Apr 22, 2013

DInamic Fundamental from Ameritas Now Available in New York

DInamic Fundamental from Ameritas is now available for sale in New York.  To see the policy highlights of this Disability Income product, click here... Read More
Mar 31, 2013

The Standard IDI Now Available in New York

The Standard has announced Protector Platinum is now available for sale in New York.  To read the official release we received, including marketing materials and licensing requirements, click here... Read More
Mar 29, 2013

John Hancock Moving to Gender-Distinct Pricing

John Hancock will be moving to gender-distinct rates on its individual LTC insurance policies, reflecting the male/female differences in the probability of benefits usage, effective April 29, 2013, in 36 Compact states.  Please review the... Read More
Mar 7, 2013

Mutual Of Omaha's New Compensation Feature

You can now retrieve your weekly compensation amounts via Mutual of Omaha's new automated feature.  Call 800.475.4465, select Option 1 and then enter your sever digit producer number followed by the final four of your SSN... Read More
Mar 5, 2013

The Standard Introduces Protector Essential

Protector Essential is the newest member of The Protector Series family of products from The Standard, and it is currently approved for sale in 27 states... Read More
Jan 30, 2013

13 Steps To Dramatically Increase Your DI Sales in 2013

If you happened to miss this presentation from Chris Carlson and The Plus Group, it's truly worth a listen.  Find the presentation and audio here:... Read More
Jan 10, 2013

Are Your LTCi Partnership Training Records Up To Date?

If they're not, we can't accept your LTCi applications. This year, many agents will need to take a partnership refresher course. Now is a good time to make sure you have... Read More
Jan 2, 2013

January is FREE Partnership Training Month with Transamerica! Available for 4 Hour Renewal and 8 Hour Initial Course.

To help you meet your licensing requirements in 2013, Transamerica Long Term Care will be offering FREE DRA Partnership Training from January 2 - 31, 2013.  You can take your DRA Partnership... Read More
Dec 12, 2012

LTC BONUS From Benefit Builder

John Hancock is offering a bonus to all advisors who sell at least $5,000 in Custom Care III featuring Benefit Builder premium in the first six months of 2013.  The more you sell, the more... Read More
Nov 20, 2012

MetLife Increases Starting Practice Limits for Physicians and Residents

Effective immediately, MetLife has made enhancements to their Starting Practice Limits for Physicians and Residents.  Click here to view full details... Read More
Nov 7, 2012

Pacific Advisors Makes Breast Cancer Research and Aid Donations

We want to thank all the agents who submitted applications to our office in October.  Because of you we donated $7,020 to two very worthy organizations that support breast cancer research and those who have been... Read More
Oct 31, 2012

Ameritas Introduces DInamic Fundamentals for Middle Income Earners

DInamic Fundamentals offers simple and affordable DI coverage for your clients.  This Guaranteed Renewable policy provides total disability coverage only, has no elimination period, offers streamlined underwriting and provides payments in a single lump sum... Read More
Oct 24, 2012

Mutual of Omaha Offers Two New Discount Programs

Effective November 1st, Mutual of Omaha is building the DI Choice Portfolio by offering two new discount programs:  Common Employer Discounts and Life/DI Discount... Read More
Oct 23, 2012

Mutual of Omaha Lowers DI Rates on 10 Year and To-Age-67 Benefit Periods

Effective November 1st, Mutual of Omaha's rates on 10 year and to-age-67 benefit periods will be lowered.  The lower rates, combined with the announcement of our two new discount programs can provide affordable coverage in... Read More
Oct 12, 2012

Mutual of Omaha DI Decreases Rates

Effective on or after November 1st, Mutual of Omaha's rates on 10 Year and To-Age-67 benefit periods will be decreased.  This is great news for you and your clients.  Mutual of Omaha's new rates along... Read More
Oct 12, 2012

John Hancock's Benefit Builder Available in 7 Additional States on Nov 5, 2012

John Hancock has announced that Custom Care III featuring Benefit Builder will be available in 7 additional states: Arkansas, Arizona, Montana, North Dakota, New Jersey, Nevada and South Dakota.  Click here for additional information.  Back... Read More
Oct 3, 2012

We've Added Secure Uploading

Pacific Advisors now offers the capability to securely upload applications and documents to any of our team members through Share File. Simply click the green Share File icon located in the top right corner of... Read More
Sep 26, 2012

Transamerica LTC Product Changes Effectice Oct 2nd

An Important Announcement from Transamerica LTC     ... Read More
Sep 24, 2012

MetLife DI Enhancements for Goverment Employees

All government employees now receive more DI coverage and greater benefits from MetLife.  Click here to see all the details of the newest enhancements... Read More
Sep 24, 2012

Pacific Advisors has a new DI Consultant, Brian Leet

We would like to welcome Brian Leet to our team!  Brian will be servicing Oregon and Southwest Washington as a DI Consultant.  Prior to coming to Pacific Advisors, he was the Manager of Individual Disability... Read More
Sep 7, 2012

Underwriting Changes from The Standard for Physicians and Dentists

The underwriting guidelines from The Standard for medical students and new-in-practice physicians and dentists are changed as follows: 1. Group Long-Term Disability... Read More
Sep 7, 2012

The Standard Rewards New Business Owners

The Standard provides up to $10,000 monthly in Business Overhead insurance.  Benefits are available to all occupation classes, waiting periods and benefit multiples with a $10,000 maximum monthly benefit, which includes coverage with other carriers... Read More
Aug 24, 2012

Kiplinger Releases A Special Planning Guide for Today's LTC Market

Kiplinger's has released this new planning guide for those looking to buy Long-Term Care insurance in our current economic climate.  Click the link above for suggestions on how to get your clients coverage for less. ... Read More
Aug 20, 2012

IDI Enhancements From Principal

Effective immediately, Principal Life Insurance Company is making the following enhancements to its Individual Disability Insurance (IDI) solutions to help open doors in a variety of markets:  ... Read More
Aug 13, 2012

John Hancock LTC Introduces Custom Care III featuring Benefit Builder

Several states now have access to a new Long-Term Care provision from John Hancock LTC called Custom Care III featuring Benefit Builder.  Click on the links below for a sales flyer, policy details and a state... Read More
Jul 31, 2012

Mutual/United of Omaha Modifications, Effective August 1st

Mutual of Omaha & United of Omaha Long-Term Care Product Changes... Read More
Jul 10, 2012

Transamerica Announces Changes

Transamerica released the following statement about their most recent changes:   At Transamerica Long Term Care, we aim to be a leader in the long term care marketplace.  To achieve that... Read More
Jun 25, 2012

MetLife DI Is More Competitive in Medical Market

Effective June 30th: Over the past 6 months, MetLife reduced premium rates for several medical specialists and white collar executives through occupation class upgrades. MetLife also made it easier for them to get more coverage... Read More
Jun 8, 2012

The Standard Offers Military Personnel DI Coverage

The Standard is pleased to provide Disability Income insurance to men and women in the United States military.  Their coverage even provides protection when insureds are called to active duty.  Click here for more information... Read More
Apr 27, 2012

Express Standard Issue from Mutual of Omaha DI

Express Standard Issue (ESI), a new Disability Income at Work underwriting program from Mutual of Omaha, provides you a quick and easy solution to voluntary enrollment in the middle market for small employers.  Here are... Read More
Apr 24, 2012

10 Year Benefit Period Now Available

Petersen International Underwriters is the first in the Lloyd's market to offer a 10 year benefit period.  To find out more give us a call at 877.455.9580... Read More
Apr 10, 2012

The Standard Introduces Simplified Underwriting

  The Standard is pleased to announce that, effective immediately, new Protector+ and Protector Platinum... Read More
Apr 5, 2012

Genworth 2012 Cost of Care Map Released

Genworth's annual interactive Cost of Care map for Long-Term Care services is now available.  The 2012 version provides the option to view the costs of services on an annual, monthly or daily basis.  In addition, they... Read More
Mar 14, 2012

The Standard Announces Increased New In Practice Limits

Increased New-In-Practice And Students Limits The Standard is also pleased to announce increased new-in-practice limits for several medical, dental and veterinary occupations and students... Read More
Mar 8, 2012

AMA, ABA and ADA Association Plans vs Standard's Protector Platinum

  AMA, ABA and ADA association plans comparisons vs The Standard individual IDI Platinum Product are now available.        Disability... Read More
Mar 6, 2012

The Standard Introduces 3 New Videos for Client Use

. DI NEWS... Read More
Feb 29, 2012

Mutual of Omaha Upgrades 31 Occ Classes

Mutual of Omaha DI has upgraded 31 occupational classes within their DI product portfolio.  Below is a list of the upgrades now available.   ... Read More
Jan 23, 2012

Union Central to Ameritas Transition Period Ending Soon

Union Central DI insurance has transitioned to be issued by Ameritas Life Insurance Corp (Ameritas Life) outside of New York effective December 5, 2011.  As a result, Union Central applications must be received in the... Read More
Jan 12, 2012

Principal Extends Retirement Security Offers

Beginning Tuesday, January 17, underwriters will automatically review Individual Disability Income (DI) insurance applications for the possibility of extending DI Retirement Security offers.1... Read More
Jan 5, 2012

Newly Self-Employed May Now Be Eligible for DI Coverage

Individuals who are newly self-employed are generally ineligible for disability income coverage until they have owned their business for at least a full year and have filed a business tax return for that year with... Read More
Dec 12, 2011

New Medical and Executive Occupational Class Upgrades & Participation Limit Increases from MetLife

To help increase MetLife's competitive position in the DI marketplace, several enhancements (view them here) are effective immediately on certain medical and executive occupational classes.  A new top tier medical occ class... Read More
Dec 6, 2011

Union Central Introduces Specific Language

Union Central/Ameritas has announced a change to their individual DI product that adds "Specialty Own Occ" language to the definition of total disability for physicians and dentists.  Additionally, they have changed the built in partial... Read More
Dec 2, 2011

Prudential LTC3 Refreshed Rates Effective In December

Prudential Long-Term Care previously announced that they are in the process of filing "refreshed" LTC3 premium rates with the state Departments of Insurance and that once they received approvals, they would provide... Read More
Nov 17, 2011

The Standard Introduces Videos to use with Physicans and Attorneys

Physician Video The Standard is pleased to introduce a new video for your use with Protector Platinum physician prospects... Read More
Nov 7, 2011

Use The Standard's PolicyEx and You Could Win an iPad or Valuable Gift Cards!

 You have until February 29th to use The Standard's PolicyEx, their electronic policy delivery feature, to become eligible to win gift cards for Starbucks, American Express or Nordstrom, or an Apple iPad!  Click here to find out more... Read More
Nov 1, 2011

November is Long-Term Care Awareness Month!

 ... Read More
Oct 21, 2011

The Standard Introduces Guarantee Issue Offering for Physicians

             The Standard offers valuable Guarantee Issue (GI) individual disability income insurance (IDI) to many occupations, and is  pleased to announce effective today, the availability of... Read More
Oct 6, 2011

Principal IDI Underwriting Changes

IDI Underwriting News You Can Use Principal Life Insurance Company frequently reviews its underwriting practices. The following changes are effective immediately: Summary... Read More
Oct 1, 2011

For Each App Submitted in October Pacific Advisors is Donating $25 to Help Fight Breast Cancer and $10 More For Every "Like" of Our Facebook Page!

Every application and "Like" in October will make a difference in the fight against breast cancer.   Help Pacific Advisors support the cause!  Quick... Read More
Aug 17, 2011

Genworth Rolls Out New Product

Effective Aug 15th, 2011, Genworth Life Insurance Company introduced Privileged Choice Flex, a new modular Long-Term Care product that allows more flexibility for easy customization, plus innovative new features and benefits to add more value... Read More
Aug 1, 2011

Standard Increases I&P Limits

Effective Immediately, maximum issue and participation limits for occupation classes 4A, 4P and 5A have been increased for Protector Platinum and Protector+ individual disability income insurance policies. New I&P Limits:  ... Read More
Jul 20, 2011

Guaranteed Issue DI for Doctors

Effective immediately, MetLife has reduced the minimum number of lives required for a Guaranteed Issue offer on a medical practice from 50 to 20.   Here are the basics:... Read More
Jul 11, 2011

John Hancock Custom Care II Enhanced Discontinued in 8 Additional States

With the discontinuation of Custom Care II Enhanced in most states, Custom Care III and Core Care are now available.  Effective July 11th, 8 additional states will access to the two new products.  Click here... Read More
Jul 1, 2011

John Hancock Now Offers Direct Deposit!

We encourage you to sign up for direct deposit to ensure your commission is paid in a regular and timely manner.  If you are already contracted with John Hancock and would like to sign up... Read More
Jun 1, 2011

The Standard Announces Electronic Policy Delivery

Imagine being able to place coverage the same day that The Standard issues the policy.  This option is now available to you and your clients!  Click here for PolicyEx demo and contact us with all... Read More
May 26, 2011

MetLife Announces To Age 67 Benefit Period

MetLife DI has announced the addition of the to age 67 benefit period on OMNI DI poicies.  See below for all the information.   For Producer Use Only. Not for Public... Read More
May 25, 2011

Union Central Increases Starting Practice Limits and Improves Underwriting Programs

Union Central has increased their starting practice limits in the medical marketplace and have improved their DI underwriting programs.  Click here and here for all the information.  ... Read More
May 2, 2011

IMPORTANT Changes to John Hancock LTC

Effective May 2nd, John Hancock is pleased to offer the next generation of Long-Term Care products - Custom Care III and Core Care.  They will discontinue selling Custom Care II Enhanced in the states where... Read More
Mar 24, 2011

MetLife DI Announces New Association Discount

Learn more about the new program! To hear the presentation, make sure your volume is turned on.   MetLife... Read More
Mar 14, 2011

Principal Introduces New BOE Product

Overhead Expense Insurance Open doors with business owners rom Principal Life.   Principal Life Insurance Company introduces a NEW Overhead Expense (OE)... Read More
Mar 1, 2011

American Medical and American Bar Association Discounts

New discounted programs available for members of the American Medical and American BAR Associations.   American Medical Association and American BAR Association Discounted Income Protection Programs... Read More
Feb 7, 2011

LifeSecure Updates Online Enrollment

LifeSecure updates online enrollment for Multi-Life cases.  Check out this document highlighting why LifeSecure is a great choice for Long-Term Care... Read More
Jan 12, 2011

MetLife Launches New Disability Income Term Premium Conversion Rider

CLICK HERE for MetLife TPC Rider details... Read More
Jan 6, 2011

Genworth discontinues sales of Total Living Coverage Annuity and Variable Annuities only, effective 2/7/2011. Click here for the official statement.

January 6, 2011 Product Update    Genworth is committed to serve our policyholders, support our distribution partners and build value for our shareholders.  That's why we evaluate our offerings... Read More
Jan 1, 2011

MetLife DI Releases Executive Benefit Findings

View the three MetLife DI attachments for up to date information about the importance of Executive Benefits: Executive Benefits Study Guide Executive Benefits Resource Paper Executive Summary for Broker... Read More
Dec 1, 2010

Union Central Medical Market Enhancements

Union Central's newest upgrades for specific medical professionals.    UNION CENTRAL MEDICAL MARKET ENHANCEMENTS   1.    Increase in Maximum Issue and Participation Limits... Read More
Nov 10, 2010

Breaking News - MetLife LTC Discontinuing Sale of LTC Products

  November 10, 2010  ... Read More
Nov 1, 2010

Standard Launches a New DI Product, Protector Platinum

Click the above link for information.     The Standard introduces Protector Platinumsm Individual Disability Income Insurance  ... Read More
Oct 29, 2010

Principal and Standard Update Underwriting and I&P Limits

Principal and Standard's Issue and Participation Limits return to normal for certain occupations in the financial services industry.  Click the links for more info... Read More
Oct 29, 2010

MetLife Increases I&P Limits

MetLife IDI has increased max participation limits and removed restrictions from select occupations.  Click the link for more info... Read More
Oct 28, 2010

November is LTC Awareness Month

Now is a great time to ensure you and your clients have coverage.  Here are some helpful Long-Term Care resources: Kiplinger's 3 Step Guide to Smarter LTC Planning... Read More
Aug 18, 2010

Principal Increases I&P Limits

Principal has increased their Issue and Participation limits for all occupation classes including physicians and dentists.  Click above to see the changes. ... Read More
Jul 12, 2010

Assurity Introduces a New DI Product

Click here to view highlights, and call for state approval... Read More
Jun 18, 2010

LTC Evolution

Prudential's new product, LTC Evolution, is now available in Idaho, Oregon and Washington State. Contact us for details... Read More
Jun 2, 2010

Metlife LTC Updates

MetLife offers a Graded Automatic Annual Increase through age 75. In addition, the Individual application is now 24 pages, down from 64 (couples can still apply on one application). Available in most states. Call for... Read More
May 27, 2010

John Hancock LTC announces changes to their product line

Changes include re-pricing on new business, feature availability and state-specific time-lines. For more information give us a call... Read More
Feb 8, 2010

Genworth Update

Washington State rates are changing as of February 8th, 2010. Please note that effective Feb 8, 2010 Genworth will be rolling out refreshed pricing in Washington State. The rates on news sales will... Read More
Jan 15, 2010

Union Central rolls out new Disability Income product

As of January 15, 2010, Union Central has added Dinamic Foundation to their list of DI products.  Contact us for highlights and state availability... Read More
Jan 1, 2010

John Hancock Application and Material Updates

John Hancock has updated all applications and marketing materials as of January 1, 2010. John Hancock has merged into an existing affiliate, John Hancock... Read More
Dec 31, 1969

MetLife Announces Exciting Changes for Business Owners

Met Life Announces Exciting Changes :   New developments mean that business owners are in a better spot than ever: NEW in 2014 — Self-employed income gross-up... Read More

Events

Apr 25, 2017

Principal Power Training Call: DIAM

Are you reading for Disability Insurance Awareness Month (DIAM)? May is DIAM and it's the perfect time to make sure you're ready to talk to your clients about income protection.

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Apr 20, 2017

Illinois Mutual Income Protection Training Session

Join Illinois Mutual on Thursday, April 20, 2017 for a Disability Income (DI) Protection Training Session to find out how they make selling DI Fast, Simple, Seamless.
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Mar 15, 2017

Illinois Mutual Seattle Lunch Training

Join Illinois Mutual on Wednesday, March 15, 2017 for a disability income (DI) protection training session to find out how they make selling DI Fast, Simple, Seamless®.
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Mar 14, 2017

Illinois Mutual Oregon Lunch Training

Join Illinois Mutual on Tuesday, March 14, 2017 for valuable training to help you grow your business!
Read More
Mar 7, 2017

Principal Power Training Call: The Income Protection Conversation

Join Principal for a 15-minute power training call on Tuesday, March 7, 2017at 8:30am PT to learn more about the income protection conversation.

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Nov 16, 2016

Webinar: Money Back Income Protection

Join us for a 45-minute webinar on Wednesday, November 16, 2016 at 11:00am PT with Illinois Mutual and learn about Return of Premium.
Read More
Nov 14, 2016

Webinar: Ameritas Business Loan Repayment Rider Sales Idea

Join Ameritas on Monday, November 14, 2016 at 8:00am PT for a webinar about their Business Loan Repayment Rider.
Read More
Oct 20, 2016

Financial Planning Association 2016 Annual Meeting in Spokane

Come see a great Financial Planning Association (FPA) presentation on Thursday, October 20, 2016 with a 7:00-7:30am registration to 4:00pm in Spokane, Washington.
Read More
Sep 20, 2016

Portland: John Hancock LTC Performance Roadshow

John Hancock is on the road coming to Portland on Tuesday, September 20, 2016 to meet with you and share information about their #1 solution for your client's long-term care needs - Performance LTC!
Read More
Sep 7, 2016

Seattle: John Hancock LTC Performance Roadshow

John Hancock is on the road coming to Seattle on Wednesday, September 7, 2016 to meet with you and share information about their #1 solution for your client's long-term care needs - Performance LTC!

Read More
Jul 27, 2016

Webinar: Approaching the DI Middle Market

Join us for a 45-minute Plus Group webinar on Wednesday, July 27, 2016 at 11:00am PT with Mutual of Omaha to learn how to grow your business.
Read More
Jun 22, 2016

NAIFA Event in Spokane

Come see a great NAIFA presentation on Wednesday, June 22, 2016 from 8:00am to 3:00pm in Spokane, Washington at the Mirabeau Park Hotel.
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Apr 26, 2016

15-Minute Power Training Call with Principal

Gain powerful insights into how you can use Disability Insurance Awareness Month in May to help you grow your income protection business.
Read More
Mar 23, 2016

Webinar: Income Protection - The Foundation of a Financial Plan

Join us for a Plus Group webinar on Wednesday, March 23, 2016 at 11:00am PT and learn more about income protection and it's value to your clients.

Read More
Feb 22, 2016

Webinar: New Principal DBO Product Training

Principal Life Insurance Company has a new Disability Buy-Out insurance product effective February 1, 2016. Attend a DBO training webinar to learn more about the new policy and the marketing tools available.
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Feb 16, 2016

Webinar: New Principal DBO Product Training

Principal Life Insurance Company has a new Disability Buy-Out insurance product effective February 1, 2016. Attend a DBO training webinar to learn more about the new policy and the marketing tools available.
Read More
Feb 10, 2016

Boise NAIFA Event - Get 4 Hours of CE!

Join us for a NAIFA event in Boise on Wednesday, February 10, 2016 from 8:00am to 12:00pm PT in Boise, Idaho.

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Feb 10, 2016

Webinar: New Principal DBO Product Training

Principal Life Insurance Company has a new Disability Buy-Out insurance product effective February 1, 2016. Attend a DBO training webinar to learn more about the new policy and the marketing tools available.

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Jan 27, 2016

Webinar: Strategies to Double Your DI Production in 2016

Join us for a 45-minute Plus Group webinar on Wednesday, January 27, 2016 at 11:00am PT to learn great sales techniques for a prosperous 2016.
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Nov 24, 2015

Principal 15-Minute Power Training Call

Join Principal for a 15-minute power training call on Tuesday, November 24, 2015 from 8:30 - 8:45am PT.
Read More
Sep 17, 2015

Words That Work Seminar

Pacific Advisors and MetLife have teamed up to bring you the Words That Work seminar in Seattle, Spokane, Portland and Albuquerque in September.

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Aug 18, 2015

Principal 15-Minute Power Training Call

Join us for a 15-minute power training call with Principal on Tuesday, August 18, 2015 at 8:30am PT to learn about the Business Owner Market.
Read More
Jul 29, 2015

Webinar: Making the Move to Multi-Life

Join us for The Plus Group webinar, "Making the Move to Multi-Life" on Wednesday, July 29, 2015 at 11:00am PT and find out how to turn an individual sale into a multi-life plan.
Read More
Jul 15, 2015

Assurity Webinar: Return of Premium

Assurity will be hosting a webinar on Wednesday, July 15, 2015 at 8:00am PT where they will talk about the Return of Premium rider and how you can use it to help your clients find the advantages of an income protection policy.
Read More
Jun 5, 2015

Earn 2 Hours of CE at the New Mexico NAIFA Event

Earn 2 Continuing Education Credits! Join us for the New Mexico NAIFA State Conference on June 5, 2015.
Read More
May 28, 2015

MetLife DI Webinar: Help Clients Get From Point A to Point DI

Join National Underwriter Life & Health and lifehealthpro.com, for this live, interactive webcast, sponsored by MetLife on Thursday, May 28, 2015at 11:00am PST.

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May 14, 2015

Learn What's New in DI with Geri Everett

One hour CE opportunity at El Paso, Texas NAIFA.
Read More
Apr 14, 2015

MetLife Webinar: Building Marketing Muscle

Insurance Marketing for Disability Insurance and Beyond

Read More
Feb 25, 2015

The Plus Group Webinar: How to Sell More Life Insurance by Selling Disability Insurance

Join Steve Brady, National Accounts Sales Director with The Standard Insurance, for a Webinar on February 25, 2015 at 11:00am PT to learn great sales techniques.
Read More
Feb 17, 2015

Principal 15-minute Power Training Call

Join Principal on Tuesday, February 17, 2015 from 8:30am to 8:45am PT for a 15-minute power training call on how to use IDI Simplified Underwriting.
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Jan 28, 2015

How to Thrive in the Business Owner Market

Join us for a 45- minute Plus Group webinar on Wednesday, January 28, 2015 at 11:00am PT and find out how to succeed in the business owner market.
Read More
Jan 22, 2015

Lynn Christofferson Presenting "A to Z Disability Insurance" at Spokane NAIFA Meeting.

Spokane NAIFA offering 4 hrs. of CE.
Read More
Oct 29, 2014

The Plus Group Webinar: Understanding Words That Work

Join us for a 30-minute Plus Group webinar on Wednesday, October 29, 2014 at 11:00am PT and find out how the right words can open doors, close sales and build productive relationships.
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Oct 15, 2014

LTC Webinar - Executive Carve-Out: Selling LTC in the Corporate Market

In preparation for LTC Awareness Month in November, Ed Stone, Regional Sales Director of Transamerica LTC, will be teaching a webinar on October 15, 2014 at 8:00am PT where he will discuss LTC marketing to business owners and executives.
Read More
Sep 30, 2014

Principal 30-Minute Power Training Call

Principal is hosting a 30-minute Power Training Call on Tuesday, September 30, 2014 at 8:30am PT.
Read More
Sep 24, 2014

The Plus Group Webinar: Sales Lessons from the Masters

Join us for The Plus Group webinar on Wednesday, September 24, 2014 at 11:00 am PT and learn about sales techniques from some of the masters.
Read More
Sep 8, 2014

Income Protection Quick Start Program

In conjunction with The Plus Group, Pacific Advisors and Chris Carlson, The DI Coach, have teamed up for another 13 week training course covering the basics of income protection beginning the week of September 8, 2014.
Read More
Aug 27, 2014

The Plus Group Webinar: Express Standard Issue (ESI) Solution

Join Bryan Orr, Sales Manager of Mutual of Omaha, for a webinar on Wednesday, August 27, 2014 at 11:00am PT and learn how Express Standard Issue (ESI) can be an easy, effective approach that can help the growth of your business.
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Jun 25, 2014

The Plus Group Webinar: The New Factory

Join Bill Bishop, CEO of Bishop Information Group, for a webinar on Wednesday, June 25, 2014 at 11:00am PST as he discusses the New Factory model and how you can design your practice around it to succeed.
Read More
Jun 24, 2014

Principal 15-Minute Power Training Call

Join Principal on Tuesday, June 24, 2014 from 8:30am to 8:45am for a power training call about identifying solutions for your market.


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May 29, 2014

Income Protection Opportunities Breakfast Discussion in NM with Pacific Advisors and The Standard

Join Pacific Advisors and The Standard on Thursday, May 29 from 8:00am to 9:45am at the Albuquerque Marriott Pyramid North.


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May 19, 2014

Lynn Christofferson Speaking at Washington NAIFA Conference

The Washington State NAIFA Convention is on Monday, May 19, 2014, at The Woodmark Hotel at Carillon Point in Kirkland, WA.

Read More
May 5, 2014

Prospecting Through Positioning Education Course

The Plus Group and Chris Carlson, The DI Coach, have teamed up to teach a 13 week course to help you gain more prospects. The course will begin the week of May 5, 2014.

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Apr 30, 2014

The Plus Group Webinar: Secrets to Having a Successful Disability Insurance Awareness Month

Join the President of Council for Disability Awareness, Barry Lundquist, CLU, for a webinar to better prepare you for Disability Insurance Awareness Month.

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Apr 24, 2014

NAIFA New Mexico CE Event with Geri Everett

Geri Everett, of Pacific Advisors, will be teaching a 2 hour CE class, Financial Underwriting of Disability Income Insurance, on Thursday, April 24, 2014 from 10:00am to 12:00pm for a NAIFA New Mexico Spring CE event.

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Mar 26, 2014

Plan or Fail Webinar: Keys to Successfully Planning for a LTC Event

Join Tracey Raedle, RN, BSN, CLTC, Regional Vice President of Genworth Financial in Grand Rapids, MI for a webinar on Wednesday, March 26, 2014 at11:00am PST.
Read More
Mar 25, 2014

Principal 15-Minute Power Training Call

Dial in on Tuesday, March 25, from 8:30am to 8:45am PST for Principal's Individual Disability Insurance 15-Minute Power Training Call: Offering Income Protection to a Broader Market.

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Jan 30, 2014

The Plus Group Webinar: Ten Secrets to Growing Your Business

Join Chris Carlson, The DI Coach, for this webinar where he will share his 10 Secrets That Will Help You Grow Your Business!
Read More
Dec 3, 2013

Principal Teleconference: 2014 Outlook & Opportunities

What 2014 has in store for the business planning market. 
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Nov 20, 2013

Webinar: The Power of 4 - Planning for Success in the DI Market

The Power of 4 is a success oriented process with accompanying tools that will get in in (and keep you in) the small business market.
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Nov 19, 2013

Principal 15-Minute DI Power Training Call

Join Principal on an Individual Disability Insurance 15-Minute Power Training Call.
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Nov 8, 2013

New Mexico: 2 Hour CE Event

MetLife and Pacific Advisors present a 2 hour CE event in New Mexico covering Disability Income Insurance and underwriting procedures.
Read More
Sep 25, 2013

Webinar: How To Promote November's LTC Awareness Month

Join Nancy Dykeman, CLTC Instructor and Certified Senior Advisor as she gives suggestions about building a campaign and executing it prior to and including the month of November.
Read More
Sep 24, 2013

Principal 15-Minute Power Training Call

The topic for this short, educational call will be "How to Approach Financial Institutions With IDI Solutions."
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Sep 20, 2013

5 CE Credits at FSP 2013 Symposium for New Mexico/West Texas

The New Mexico/West Texas chapter of the Society of Financial Service Professionals (FSP) is inviting you to their 2013 Keeping Current Symposium on Friday, September 20.  This is a free event.
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Sep 12, 2013

Missoula, Montana: CE Breakfast Meeting with Lynn Christofferson

Join Lynn Christofferson for breakfast and a 2 hour CE presentation called Understanding Disability Insurance and Tax Returns.
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Sep 11, 2013

Great Falls, Montana: CE Breakfast Meeting With Lynn Christofferson

Join Lynn Christofferson for breakfast and a 2 hour CE presentation called Understanding Disability Insurance and Tax Returns.
Read More
Sep 10, 2013

Bozeman, Montana: CE Breakfast Meeting With Lynn Christofferson

Join Lynn Christofferson for breakfast and a 2 hour CE presentation called Understanding Disability Insurance and Tax Returns.
Read More
Sep 9, 2013

Billings, Montana: CE Breakfast Meeting With Lynn Christofferson

Join Lynn Christofferson for breakfast and a 2 hour CE presentation called Understanding Disability Insurance and Tax Returns.
Read More
Aug 28, 2013

Webinar: Cracking The Physician Code

The Plus Group presents "How Financial Advisors Can Acquire More Physician Clients and Keep Them For Life," on Wednesday, August 28 at 11:00am PT.
Read More
Jul 24, 2013

Assurity Webinar on Return of Premium Rider Performance

Join Todd Shield, Manager of Disability Income Products at Assurity, for a webinar discussing the Return of Premium (ROP) rider. 
Read More
Jul 9, 2013

LTC Captivate Webinar Presented by John Hancock and Pacific Advisors

After investing two years and over $5M to develop it, John Hancock is pleased to offer a preview of LTC Captivate, their paradigm changing, web-based sales and application tool.
Read More
Jul 8, 2013

Principal Buy-Sell Planning Mistakes Audioconference

What are the risks if your business owner clients practice poor buy-sell planning?  During this call, Principal will explore some of the common issues with buy-sell planning and offer ideas on how to use these mistakes to spark discussions with your clients.


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Jun 25, 2013

Principal 15 Minute Power Train Call: Understanding Underwriting

Gain powerful insights into the Individual Disability Income (IDI) insurance marketplace.  Rich Van Liew, CLU, FLMI, Assistant Regional Underwriting Director at Principal, will present on understanding underwriting and your role in the process.
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Jun 22, 2013

Pacific Advisors Sponsors Private Screening for Pediatric Cancer Research Foundation

Pacific Advisors is pleased to sponsor Ben Towne Pediatric Cancer Research Foundation's private screening of Disney Pixar's Monsters University.
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May 29, 2013

Webinar: The Plus Group and MetLife On Income Guard

Join The Plus Group and MetLife's Lori Boggs on May 29th at 11:00am PT to discover more about the brand new individual disability income insurance policy, Income Guard.
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May 29, 2013

8 Hours Approved CE at NAIFA Spokane Event Featuring Lynn Christofferson

NAIFA members and non-members are invited to attend this May 29th meeting at Eagle's Lodge in Spokane and receive 8 hours of Continuing Education credit, 2 hours coming from Pacific Advisors' Lynn Christofferson.
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May 14, 2013

Income and Asset Protection Breakfast Meeting

Pacific Advisors' Brian Leet is cohosting an income and asset breakfast meeting on May 14 at Hayden's Grill in Tualatin, Oregon.
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May 1, 2013

Webinar: MetLife's New DI Product, Income Guard

There is a second opportunity to hear the webinar on MetLife's new Income Guard product.  Join them on Wednesday, May 1.
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Apr 24, 2013

Webinar: MetLife's New DI Product, Income Guard

Join MetLife on Wednesday, April 24, for a webinar on their new Income Guard product.
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Mar 26, 2013

Principal 15 Minute Power Training Call - New Tools to Drive Sales with Vets

Join this 15 minute audioconference to learn how to drive sales with Veterinarians.
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Mar 13, 2013

Jeff Kerns to Present at NAIFA Twin Harbors Seminar - 6 CE Credits Available!

Please join NAIFA Twin Harbors for their seminar on March 13th, 2013. 
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Jan 30, 2013

13 Steps to Dramatically Increase Your DI Sales in 2013 Webinar from The Plus Group

Join The Plus Group and Chris Carlson, DI Coach based in Seattle, for this informative webinar about increasing your DI sales.
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Jan 8, 2013

Tax Legislative Update Teleconference

Join Principal Life for a teleconference regarding the updates to the American Taxpayer Relief Act of 2012 legislation.
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Dec 19, 2012

Mutual of Omaha DI Teleconference

Mutual of Omaha's marketing professionals will discuss the programs and materials they have that are available to you.


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Nov 28, 2012

Mutual of Omaha DI Teleconference

Association marketing will be discussed.
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Nov 14, 2012

Lynn Christofferson at FPA of Spokane's Annual Workshop & Dinner Meeting

Lynn Christofferson of Pacific Advisors will be presenting a 2 hour CE course called "Insuring High Income Professionals and Business Owners" at FPA of Spokane's 3rd annual workshop and dinner meeting on November 14, 2012.
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Oct 30, 2012

Principal 15 Minute IDI Power Training Call

Principal is offering this 15 Minute Power Training Call to provide tips for adding supplemental Individual Disability Income insurance to Group LTD.
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Oct 24, 2012

The Plus Group Webinar

Know more than you ever thought you could (or should) about your prospects, clients, and competition.


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Sep 27, 2012

The Plus Group Webinar: Finding Peace Of Mind Through Financial Planning

The purpose of financial planning is to help people achieve financial well-being and peace of mind.  Join Steve Brady, 2nd Vice President of Individual Disability Insurance Sales and Marketing at The Standard, and The Plus Group to learn how to provide a complete financial plan for your clients.
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Sep 26, 2012

Mutual of Omaha DI Teleconference

Overcoming Common Objections
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Sep 10, 2012

Principal Webinar: Retirement+

Principal Learning Network presents this 30 minute webinar on Retirement+ - A Supplemental Retirement Income Solution.
Read More
Aug 28, 2012

Principal 15 Minute Power Training Call

Marketing disability protection to business owners.
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Aug 23, 2012

Free New Mexico CE Event

Receive 6 CE credits and hear our own Geri Everett speak about Disability Income insurance.
Read More
Aug 22, 2012

Webinar Introducing John Hancock's Benefit Builder

Our own Megan Tay and John Hancock's Eric Williams will give an overview of the new Benefit Builder provision.
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Jul 25, 2012

Mutual of Omaha DI Teleconference

New Underwriting Program, Express Standard Issue (ESI), will be reviewed.


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Jun 27, 2012

Mutual of Omaha DI Teleconference

Conversation Starters
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Jun 27, 2012

The Plus Group's LTCi Webinar With Harley Gordon

Join The Plus Group and Harley Gordon for "Why Extended Care Disrupts Every Plan to Secure a Client's Financial Future".
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Jun 19, 2012

Mutual of Omaha LTC Teleconference

Finding the Right Words
Read More
Jun 4, 2012

NAIFA New Mexico State Convention

If you're a New Mexico agent, find out all the details about the upcoming NAIFA convention which includes CE credits.
Read More
May 30, 2012

Webinar: Are You Writing the New Business Disability Plans?

Join The Plus Group and Principal to discover what products and programs are available to keep your DI sales on the rise.


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May 23, 2012

Mutual of Omaha DI Teleconference

DI Success Stories
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May 22, 2012

15-Minute Power Training Call from Principal

Making the Life and DI Sale
Read More
May 21, 2012

Harvard Business Review Webinar from Principal

Free Harvard Business Review webinar on Monday, May 21st.
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May 15, 2012

Mutual of Omaha LTC Teleconference

Who Doesn't Want Choice and Flexibility?
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Apr 25, 2012

Mutual of Omaha DI Teleconference

"Disability Insurance Awareness Month"
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Apr 17, 2012

Mutual of Omaha LTC Teleconference

"What Consumers Are Saying"
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Apr 2, 2012

Webinar: Business Owner & Executive Solutions by Principal

Learn about the success a business valuation or buy-sell review can have.
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Mar 28, 2012

Webinar: Five Secrets to Successfully Selling DI in the Medical Market

Learn how to grow your business in the medical marketplace from Lori Boggs, National Sales Manager for DI Sales at MetLife.
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Feb 29, 2012

Webinar: Matt Anderson, Referral Expert

Matt Anderson has spoken to financial professionals around the world.  He can teach you how to be proactive and obtain referrals to grow your business.
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Feb 28, 2012

Principal 15 Minute DI Training Call

Prinicipal is hosting a 15 minute training call about why "The Time is Right for Income Protection!"
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Feb 22, 2012

Mutual of Omaha DI Webinar

The Basics of Disability Income Insurance.
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Jan 25, 2012

Mutual of Omaha DI Webinar

Mutual of Omaha DI webinar: Use DI to turn a customer into a lifetime client.

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Nov 16, 2011

Webinar: Selling LTC Insurance in a Down Economy

Join The Plus Group on November 16th for a webinar covering LTCi and how to sell this important piece of financial security in a down economy.
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Nov 15, 2011

Principal Power Training Call on Business Loan Protection

Dial in to this 15 minute power training call to learn how to protect your business owner clients.
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Oct 26, 2011

Mutual of Omaha Webinar: Understanding the DI Claims Process

There are two opportunities to attend this webinar on October 26th about common claims scenarios and processes.
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Oct 19, 2011

Webinar: How to Grow Your DI Sales Through Associations

Gain insight into the association marketplace and how to approach executives and their members.


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Oct 12, 2011

Prudential Webinar on LTC in the Worksite

Join this Prudential webinar highlighting Phyllis Shelton, president of LTC Consultants, and the worksite sales process at 9am PT on October 12th. 
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Sep 27, 2011

Retirement Security Power Training Call by Principal

This 15 minute power training call will provide tips for leveraging Principal Life's innovative DI Retirment Security sales program.
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Sep 21, 2011

Webinar: Short-Term DI in the Small Business Market

Join The Plus Group and Mutual of Omaha for this webinar covering GSI Short-Term DI.
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Sep 8, 2011

Business Planning With DI 2 Hour CE Event in New Mexico

Join Geri Everett and Wayne Mohr at the Tanoan Country Club for this free 2 hour CE event covering business planning with Disability insurance.
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Aug 24, 2011

Mutual of Omaha Teleconference: Disability Income Choice at Work

For many companies, open-enrollment season is in the fall - the perfect time to begin promoting Disability Income Choice at Work.  Join Mutual of Omaha to learn about their three-step submission process and resources that support you every step of the way.


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Aug 18, 2011

Webinar from The Standard: Control-Point Sales Productivity for Financial Sales Professionals

This August 18th webinar will be lead by Ron Black, business advisor and keynote speaker at The Mentor Group.


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Aug 17, 2011

Webinar: Buy-Sell Planning

Please join The Plus Group and MetLife DI and learn how to take advantage of buy-sell planning in the business marketplace.
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Aug 16, 2011

Genworth New Product Presentation - Webinar or Live In-Office Meeting at Pacific Advisors in Seattle

Genworth's Privileged Choice Flex is replacing Privileged Choice/Classic Select effective August 15th.  There are two chances to learn about this new product.
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Aug 10, 2011

Webinar: How Do Consumers Think About the Unexpected?

In case you missed it, Pacific Advisors is co-presenting the MetLife Mature Market Institute webinar entitled "How do consumers think about the unexpected?" again on August 10th at 8:00am PDT.
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Aug 4, 2011

FSP Webinar: Asset Conservation

Tom Petersen of Petersen International Underwriters will present about the various forms and uses of DI and how they can be used to preserve assets.


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Jul 20, 2011

Webinar: The "Why" Occupations

Please join us for a webinar on July 20th at 11:00am PDT.
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Jul 20, 2011

Webinar: Applicant Prep for Medical Exam

Superior Mobile Medics is hosting a webinar that will teach you how to prepare your applicant for a medical exam.
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Jul 14, 2011

The Standard Webinar: What Big Producers Know

The Standard is offering a webinar on July 14th at 9:00am PDT titled What Big Producers Know (That Average Producers Don't).


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Jul 13, 2011

Webinar: Mutual of Omaha Multi-Life LTC

Please join us for a co-presented webinar on one of the most comprehensive LTC products, Mutual of Omaha's Multi-Life offering.
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Jun 29, 2011

Mature Market Webinar - Save the Date!

Join us for a webinar featuring the Mature Market Institute on June 29th at 8:00am PST.  The topic:  How do consumers think about the unexpected?
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Jun 28, 2011

15 Minute Training Call Presented by Principal

Join Principal for this 15 minute training call and learn the tools you need to help you approach and sell to business owners.
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Jun 17, 2011

Geri Everett to Present at NAIFA Mini Convention in New Mexico

Geri Everett will present at this NAIFA event which includes 3 hours of CE (1 hour of Ethics too!) at the Hard Rock Hotel and Casino in Isleta, New Mexico.  
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Jun 15, 2011

Webinar: Charge Up Your DI Sales

Don Schamay, DI Regional Vice President at Principal, will present this audioconference about utilizing Guaranteed Standard Issue.
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Jun 9, 2011

Seattle NAIFA Mixer for Members and Non-Members

Our own Megan Tay will be presenting "Long-Term Care: Diagnose Before Prescribe" at this networking and wine tasting mixer on June 9th, 2011.
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May 31, 2011

May is Disability Insurance Awareness Month

Make sure all your business owner clients know the importance of Buy-Sell.  Also, "Like" us on Facebook this month and we'll mail you a Starbucks gift card to help you celebrate DIAM! 


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May 18, 2011

Webinar: Knowledge is Power

As an agent, you want to be prepared to answer every question your clients might ask.  Attend this webinar and you will be better equipped with newer trends and statistics.
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Apr 27, 2011

Webinar: DI to the Max

Tom Petersen of Petersen International Underwriters will teach you how to get all your clients the best coverage.
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Apr 27, 2011

Agent and Administrative Assistant Luncheon in NM

New Mexico agents and assistants, we hope you can join us for this fashion-forward luncheon to show appreciation for you and to raise money for foster kids of New Mexico.
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Apr 20, 2011

Webinar: The 5 Biggest Mistakes Salespeople Make on the Phone

This webinar will be presented by Steve Kloyda, Prospecting Expert.


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Apr 15, 2011

Spokane NAIFA CE Event

Join our very own Lynn Christofferson as she presents A to Z Disability Insurance at this Spokane NAIFA event.
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Apr 14, 2011

Albuquerque NAIFA CE Event

Pacific Advisors' Geri Everett will be teaching at a 4 hour CE event at an Albuquerque NAIFA event.  The event will be held on April 14th at the Tanoan Country Club starting at 9:00am.


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Apr 13, 2011

Twin Harbors NAIFA CE Event

Earn 1 hour CE at this NAIFA CE event with Pacific Advisors' Vice President, Jeff Kerns.


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Mar 29, 2011

Principal BOE Power Training

Join Principal Life for this 15 minute power training call covering BOE and new sales ideas.
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Mar 28, 2011

Webinar: The Importance of Field Underwriting

Union Central will present this upcoming webinar on the importance of field underwriting for DI insurance.
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Mar 23, 2011

Mutual of Omaha Teleconference: How to Find Potential DI Clients

Click "First Quarter Teleconference Schedule" for complete details.
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Mar 16, 2011

Webinar: DI Claims

Upcoming webinar on DI Claims presented by The Standard.
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Feb 23, 2011

Mutual of Omaha Teleconference: How to Reach Your Markets with the DI Choice Portfolio

Click "First Quarter Teleconference Schedule" for complete details.
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Feb 16, 2011

Webinar: Insuring the Uninsurable

Learn how to use special risk DI plans to grow your business.
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Feb 4, 2011

Teleconference for New IDI Product Available in California

Join Principal for a teleconference regarding their new Individual DI product now available in California.
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Jan 21, 2011

6 Hours CE in New Mexico!

Attend this Continuing Education Symposium and earn up to 6 hours CE credit.  Click the link above for more info.
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Jan 20, 2011

Ethics CE Course in New Mexico

Geri Everett of Pacific Advisors is hosting this CE event at the Tanoan Country Club in Albuquerque.  Click the link above for more details including RSVP info. 
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Dec 31, 2010

Like us on Facebook and we'll donate all month long!

During the month of December, "Like" us on Facebook and we'll donate to the children's cause of your choice.  Click the link for full details.
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Dec 13, 2010

GSI + Focus 10 Combo Webinar

Join this webinar to learn how Guaranteed Standard Issue and Focus 10 can be sold together with a new five life minimum.  Click the link above for all the information.
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Nov 17, 2010

Webinar: LTC Awareness Month

The Plus Group and Assurity present this webinar for Long-Term Care Awareness.


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Nov 16, 2010

Webinar: IDI Underwriting 101

Join this exclusive Principal webinar to learn more about underwriting.  Click the above link for all details and the presentation.


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Nov 3, 2010

Webinar: LTC Awareness Month

This webinar is being hosted by our own Megan Tay, CLTC.  Click here for all details.


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Oct 20, 2010

MetLife DI Webinar

Join The Plus Group and MetLife to learn about a new DI term premium conversion rider.  Call Kelsie for log in information.
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Oct 18, 2010

Webinar: Making the DI Sale and then Following Up with Some Service

Click here for more information and a link to register.

 


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Oct 13, 2010

Webinar: Selling DI to Cost Conscious Buyers

Click here for more information and a link to register.
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Oct 11, 2010

Webinar: Presenting DI to Your Prospects

Click here for more information and a link to register.
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Oct 4, 2010

GSI 101 Webinar

All you need to know to get starting selling Guaranteed Standard Issue.  Click here for all the details.
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Sep 28, 2010

Exclusive Prinicpal DI Webinar

You're invited to join an exclusive webinar being presented by Principal.  Click here to receive all the information, including what you'll learn and login details.
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Sep 15, 2010

Back to Basics DI Audioconference

Please join The Plus Group and Principal Financial for an upcoming webinar on affordable disability income protection.  Click here for more information, including login details and the presentation. 
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Sep 11, 2010

2010 NAIFA Conference in Seattle

Click here for more information about this premier national insurance and financial conference.


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Aug 18, 2010

Guaranteed Renewable Audioconference

Please join The Plus Group and The Standard as they present a live audioconference covering Guaranteed Renewable (GR).  Click here for more info and the presentation.
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Dec 31, 1969

How to Thrive in the Business Owner Market

Join us for a 45-minute Plus Group webinar on Wednesday, January 28, 2015 at 11:00am PT and find out how to succeed in the business owner market.
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