Slide 1 - Welcome to Potomac

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					                                           “Come Back To New Orleans”
                               The Potomac Group Spring Sales Meeting | March 9-11, 2008




          Lucy Greenwell, VP Sales/Regional Director

                 Did you know?


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                                  The Potomac Group Spring Sales Meeting | March 9-11, 2008


Did You Know?

TOOL KITS:

          Section I:
          *      Concept Overview
          *      Concept Flow – who, what, when
                 and how
          *      How to get started
          Section II:
          *      Sample Prospecting Letters
          Section III:
          *      Implementation Steps
          *      Questions and Answers
          *      Fact Finder
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                    The Potomac Group Spring Sales Meeting | March 9-11, 2008


Did You Know?

•      Flow Chart




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                               The Potomac Group Spring Sales Meeting | March 9-11, 2008


Did You Know?

•   Sales Tool Kits
    * Split Dollar Planning
    * B Trust Leveraging
    * 412(e) (3)
    * Buy – Sell Funding
    * Asset Max
    * Executive Bonus Arrangement

    *     Your cost – ZERO!!
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                                The Potomac Group Spring Sales Meeting | March 9-11, 2008


Did You Know?
  PEP – Policy Enhancement Program
      *      Did you hear Dana Mikstay in Scottsdale?
      *      PEP – thousands of dollars to be earned – better
             you than your competition
      *      Responsibility
      *      Your cost - ZERO!!!

  GT Access
      *     Resource for income, estate and gift tax questions
            and research
      *     Your cost – ZERO!!



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                                         The Potomac Group Spring Sales Meeting | March 9-11, 2008


Did You know?
      CE Courses for CPA’s
           *       Producers receive all necessary
                   presentations, notes, and handouts for a
                   top notch presentation
                   * One hour courses
                           *        Life Insurance Evaluation
                           *        Premium Financing
                           *        412 (e)(3)
                           *        Defined Benefit Plans
                           *        Split Dollar after the Final Regulations
                           *        Innovative Life Insurance Solutions
                    *Two Hour Courses
                           *Year-End Tax Strategies Using Life Insurance

           *       Potomac group handles all paperwork and
                          provides the certificates


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                                The Potomac Group Spring Sales Meeting | March 9-11, 2008


Did You Know?

Advanced Markets
  Liz, Mike, Dave, and Jon – your resource for:
       *      Advanced Sales for wealth transfer,
              retirement planning, income
              replacement and business
              succession such as B-Trust Leveraging with Life
              Insurance, Grat’s, SPARDATA, IDIT’s
       *      Solutions based on client’s needs




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                                   The Potomac Group Spring Sales Meeting | March 9-11, 2008


Did You Know?

   Full Service Brokerage Agency
          *   Dedicated teams
          *   Access to DI, Annuities, and LTC

   Potomac Weekly Newsletter
       *    Carrier and Industry News
       *    Sales Ideas
       *    Incentive Programs and Trips
       *    Upcoming Events/Calls


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                                The Potomac Group Spring Sales Meeting | March 9-11, 2008


Did You Know?
   Two Yearly Meetings
          *   Spring
          *   Fall – Chicago
              *       September 15th and 16th

   Staff Training
       *       One on One Training – tailor made
       *       Group Sessions – KOPS
               *     Network with peers
               *     Meet your Potomac Team Members


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                 The Potomac Group Spring Sales Meeting | March 9-11, 2008


Did You Know?

           Questions




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