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John Hancock has new Application Forms
On June 2nd, John Hancock announced that they released new application forms. The new forms can be downloaded from our website. John Hancock has advised that they will accept their old application forms through July 2nd, 2008, after that they will require the new forms.

If you have John Hancock applications stockpiled somewhere in your office, please discard them and download the new forms from our website. If you have paperwork that has been completed but just not submitted to our office yet, please send it to us ASAP. In the past, John Hancock has been very strict about their cutoff dates for using old forms.

Please click the following link for John Hancock's formal announcement regarding this:
http://www.hallettfinancial.com/docs/JH_Intro_to_new_forms.pdf (by John Hancock USA - Posted on 06/12/2008)

Anti-Money Laundering Training
Beginning in May 2008, Genworth will send producers who have not taken the Anti-Money Laundering (AML) training a letter notifying them that they must complete the LIMRA training within 30 days. The letter includes instructions on how to access the program and complete the course. Producers who do not complete the training within the 30-day time period are subject to corrective action up to and including termination of their appointment.

Please note that Genworth Financial will NOT accept certifications from a training program other than LIMRA.

For more information on the AML Training requirement, click on the following link: http://www.hallettfinancial.com/news/aml_announcement.pdf

You may also contact Cindy Schultz (cindy@hallettfinancial.com) in the Minneapolis office at 952-449-9269 or Betty Wachala (betty@hallettfinancial.com) in the Fargo office at 701-232-4781. (by Genworth Financial - Posted on 05/02/2008)

American National - Direct Deposit Mandatory for Newly Contracted Agents
American National Bulletin: Effective January 8, 2008, Direct deposit is mandatory for all newly contracted producers. Contracts received without direct deposit authorization will be setup; however, this information will be a missing requirement. Life Producer Services will send up to three reminders over a 45-day period in an attempt to obtain authorization. If Form 4589, with appropriate documentation, is not received within 45 days, the producer will be terminated. (by American National - Posted on 01/09/2008)

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Annuities

REGISTERED REPRESENTATIVE OF AND SECURITIES OFFERED THROUGH: VARIABLE LIFE BROKERAGE DISTRIBUTORS (VLBD) A DIVISION OF ING FINANCIAL PARTNERS, INC. 909 LOCUST STREET, DES MOINES, IA 50309 MEMBER SIPC HALLETT FINANCIAL GROUP, INC. IS NOT A SUBSIDIARY OF NOR CONTROLLED BY VLBD/ING FINANCIAL PARTNERS, INC.

FOR BROKER DEALER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.