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Missed one of our Beyond the Zone Web Calls? Listen and view here:
1. "Tailoring LTC Solutions to Your Client's Financial Picture"
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2. "Talking to your Clients about Disability Insurance"
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3. "Whole Life Insurance as an Asset Class"
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- Whole Life Audio
- Slide show
*Please email
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once you have listened to the Whole Life call for additional topic materials.
4. "Hybrid Plans to the Rescue!?"
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5. "Underwriting: The Red Zone"
Underwriting Audio
Slide Show
Beyond The Zone Rewards:
Here's how to play:
1. Register by sending an email to
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with your name and telephone number.
2. Earn points toward incentives:
50 Points - GRAND PRIZE! -- 64 GB Apple iPad2 or cash equivalent of $700 25 Points $50 gift card - AMEX/VISA
3. Earn Points (through March 15, 2012)
4. Register to play-- 1 point
5. Attend a web conference-- 1 point
6. Request an illustration for a qualifying* 'Beyond the Zone' plan for a client/prospect-- 2 points (Max of 10 Points)
7. Submit an application for a qualifying* 'Beyond the Zone' plan-- 3 points
8. Place inforce a 'Beyond the Zone' plan submitted by March 15, 2012-- 1 point per $1,000 of commissionable base/target premium
*Qualifying plan = 1. Minimum annual premium of $1,000 per application
2. Applications will be for a new line of business with Shipp Financial
(broker hasn't written in 24 months) for the following lines:
- Whole Life- Individual or Survivorship
- Cash Accum Universal Life - Individual or Survivorship
- LTC- Individual or Multi-Life
- Hybrid Product- Life with LTC Rider-single premium or pay all years
- Disability-Individual or Multi-life, buy/sell, overhead, retirement security
NOTE: Qualifying business must be received by March 15, 2012 and ultimately issued. Bonus is earned and must be qualified at at the Individual writing agent level. Limited pay premiums will be annualized. Final qualification criteria, agent participation, bonus payout and all contest decisions rest solely with Shipp Financial.
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