[LTPC-discussions] Fw: LTCI Industry Sales Results for 2002

ltpc-disc@ltpcalums.com ltpc-disc@ltpcalums.com
Sat, 2 Aug 2003 09:55:26 -0600


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LTCI Industry Sales Results for 2002
----- Original Message -----=20
From: claude
To: private
Sent: Monday, July 28, 2003 7:38 AM
Subject: LTCI Industry Sales Results for 2002


Below my signature block, you'll find COMDEX ratings as of 15Jul03 for =
the LTCI industry.  You'll notice that our straight LTCI product =
carriers (Lincoln Benefit, GE, MetLife, TOLIC and John Hancock) are all =
at the 90th percentile or higher in financial strength.  Our combination =
(MoneyGuard) product is sold by Lincoln National which is at the 86th =
percentile.  It is a good time to sell for companies with financial =
strength.

I've also updated sales figures for the industry, which I will share =
with you shortly.  Here I'll just discuss the carriers we represent and =
compare to the industry as a whole.  When I look at the sales figures, I =
combine all of the sales of related companies.  For example, I combine =
all of the Aegon companies and I split the Federal government case =
between John Hancock and MetLife.  Our carriers ranked #1 (GE), #2 (John =
Hancock), #3 (MetLife), #6 (Transamerica) and #8 (LBL) in new sales =
annual premium in 2002.    Together, their sales accounted for well over =
50% of the industry's sales, as reported in Broker World, July 2003. =20

Our carriers' collective sales increased 37% in 2002, spurred by John =
Hancock, MetLife and LBL, while the rest of the industry dropped about =
7%.  This underscores the "flight to quality" in the industry.=20

As regards amount of in force premium, their rankings are #1, #2, #9, =
#5, and #15 respectively.=20

By the way, we are just getting the capability to obtain a 5% discount =
for anyone buying MetLife's LTCI.  It will cost the client $60 to join =
an association which has endorsed MetLife.  Your commission rate remains =
the same, even with the discount!=20

If you'd like to be contracted with more of our carriers, please contact =
me.  =20

Sincerely,=20

Claude Thau=20
Target Insurance Services=20
We're in it for the Long-Term... We Care SM=20
cthau@targetins.com=20
ph: 913-384-6300, x2241; ph: 800-999-3026; fax: 913-384-3781=20
Note:  If this message has a "*.dat" attachment but my message does NOT =
suggest that any document is attached, don't worry about it.  =
Furthermore, if my message refers to an attachment, but you can't read =
it, please let me know.  If I re-send my message as "plain text" that =
will usually solve the problem.  These are quirks of Microsoft XP.

COMDEX Ratings          15-Jul-03     =20
TIAA-CREF               100%  =20
Mass Mutual             99%   =20
NYLIC           98%   =20
State Farm              97%   =20
LBL             94%   =20
Aegon (TOLIC, LI,.)             93%   =20
GE              93%   =20
MetLife         93%   =20
John Hancock            92%   =20
Lincoln National                86%   =20
Allianz         85%   =20
MoO             83%   =20
State Life              82%   =20
Pru             80%   =20
Kanawha         70%   =20
CNA             78%   =20
UNUM            68%   =20
Medamerica              67%   =20
Bankers L&C             53%   =20
Continental General             52%   =20
Penn Treaty             36%   =20
                      =20
                      =20
StateList.xls                 =20
                      =20
Aetna           34%   =20
AF&L            NA    =20
Equitable L&C           NA    =20
Golden Rule             81%   =20
Great American          73%   =20
Lincoln National                86%   =20
Mega            70%   =20
Mutual Protective               NA    =20
National Life VT                78%   =20
NWM             100%  =20
Physicians' Mutual              88%   =20
CUNA            81%   =20
Standard                80%   =20
Union Labor             37%   =20

Sincerely,=20

Claude Thau=20
Target Insurance Services=20
We're in it for the Long-Term... We Care SM=20
cthau@targetins.com=20
ph: 913-384-6300, x2241; ph: 800-999-3026; fax: 913-384-3781=20
Note:  If this message has a "*.dat" attachment but my message does NOT =
suggest that any document is attached, don't worry about it.  =
Furthermore, if my message refers to an attachment, but you can't read =
it, please let me know.  If I re-send my message as "plain text" that =
will usually solve the problem.  These are quirks of Microsoft XP.


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<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> =
claude</DIV>
<DIV><B>To:</B> private</DIV>
<DIV><B>Sent:</B> Monday, July 28, 2003 7:38 AM</DIV>
<DIV><B>Subject:</B> LTCI Industry Sales Results for 2002</DIV></DIV>
<DIV><BR></DIV><!-- Converted from text/rtf format -->
<P><FONT face=3D"Times New Roman">Below my signature block, you'll find =
COMDEX=20
ratings as of 15Jul03 for the LTCI industry.&nbsp; You'll notice that =
our=20
straight LTCI product carriers (Lincoln Benefit, GE, MetLife, TOLIC and =
John=20
Hancock) are<B> all at the 90th percentile or higher in financial=20
strength</B>.&nbsp; Our combination (MoneyGuard) product is sold by =
Lincoln=20
National which is at the 86th percentile.&nbsp; It is a good time to =
sell for=20
companies with financial strength.</FONT></P>
<P><FONT face=3D"Times New Roman">I've also updated sales figures for =
the=20
industry, which I will share with you shortly.&nbsp; Here I'll just =
discuss the=20
carriers we represent and compare to the industry as a whole.&nbsp; When =
I look=20
at the sales figures, I combine all of the sales of related =
companies.&nbsp; For=20
example, I combine all of the Aegon companies and I split the Federal =
government=20
case between John Hancock and MetLife.&nbsp; Our carriers ranked #1 =
(GE), #2=20
(John Hancock), #3 (MetLife), #6 (Transamerica) and #8 (LBL) in new =
sales annual=20
premium in 2002.&nbsp;&nbsp;&nbsp; Together, their sales accounted for =
well over=20
50% of the industry's sales, as reported in Broker World, July =
2003.&nbsp;=20
</FONT></P>
<P><FONT face=3D"Times New Roman">Our carriers' collective =
sales</FONT><B> <FONT=20
face=3D"Times New Roman">increased 37%</FONT></B><FONT face=3D"Times New =
Roman"> in=20
2002, spurred by John Hancock, MetLife and LBL, while the rest of the=20
industry</FONT><B> <FONT face=3D"Times New Roman">dropped about =
7%</FONT></B><FONT=20
face=3D"Times New Roman">.&nbsp; This underscores the</FONT><B> <FONT=20
face=3D"Times New Roman">"flight to quality"</FONT></B><FONT=20
face=3D"Times New Roman"> in the industry. </FONT></P>
<P><FONT face=3D"Times New Roman">As regards amount of in force premium, =
their=20
rankings are #1, #2, #9, #5, and #15 respectively.</FONT> </P>
<P><FONT face=3D"Times New Roman">By the way, we are just getting the =
capability=20
to obtain a</FONT><B> <FONT face=3D"Times New Roman">5% discount for =
anyone buying=20
MetLife's LTCI</FONT></B><FONT face=3D"Times New Roman">.&nbsp; It will =
cost the=20
client $60 to join an association which has endorsed MetLife.&nbsp;=20
Your</FONT><B> <FONT face=3D"Times New Roman">commission rate remains =
the same,=20
even with the discount!</FONT></B><FONT face=3D"Times New Roman"> =
</FONT></P>
<P><FONT face=3D"Times New Roman">If you'd like to be contracted with =
more of our=20
carriers, please contact me.&nbsp;&nbsp; </FONT></P>
<P><FONT face=3D"Times New Roman">Sincerely,</FONT> </P>
<P><FONT face=3D"Times New Roman">Claude Thau</FONT> <BR><FONT=20
face=3D"Times New Roman">Target Insurance Services</FONT> <BR><FONT=20
face=3D"Times New Roman">We're in it for the</FONT><B> <FONT=20
face=3D"Times New Roman" size=3D5>Long-Term</FONT></B><FONT=20
face=3D"Times New Roman">... We</FONT><B><FONT face=3D"Times New Roman" =
size=3D5>=20
Care</FONT></B><SUP></SUP><SUP> <FONT face=3D"Times New Roman"=20
size=3D1>SM</FONT></SUP> <BR><U><FONT face=3D"Times New Roman"=20
color=3D#0000ff>cthau@targetins.com </FONT></U><BR><FONT=20
face=3D"Times New Roman">ph: 913-384-6300, x2241; ph: 800-999-3026; fax: =

913-384-3781</FONT> <BR><B><FONT face=3DArial size=3D2>Note:&nbsp; If =
this message=20
has a =93*.dat=94 attachment but my message does NOT suggest that any =
document is=20
attached, don=92t worry about it.&nbsp; Furthermore, if my message =
refers to an=20
attachment, but you can=92t read it, please let me know.&nbsp; If I =
re-send my=20
message as "plain text" that will usually solve the problem.&nbsp; These =
are=20
quirks of Microsoft XP.</FONT></B></P>
<P><FONT face=3DArial color=3D#000000 size=3D2>COMDEX Ratings&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
15-Jul-03&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<BR>TIAA-CREF&nbsp;&nbsp;&nb=
sp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
100%&nbsp;&nbsp;&nbsp;<BR>Mass=20
Mutual&nbsp;&nbsp;&nbsp;&nbsp; =
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
99%&nbsp;&nbsp;&nbsp;&nbsp;<BR>NYLIC&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
98%&nbsp;&nbsp;&nbsp;&nbsp;<BR>State=20
Farm&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
97%&nbsp;&nbsp;&nbsp;&nbsp;<BR></FONT><B><FONT face=3DArial =
color=3D#000000=20
size=3D2>LBL&nbsp;&nbsp;&nbsp;&nbsp; =
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
94%&nbsp;&nbsp;&nbsp;&nbsp;<BR>Aegon (TOLIC, =
LI,=85)&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
93%&nbsp;&nbsp;&nbsp;&nbsp;<BR>GE&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
93%&nbsp;&nbsp;&nbsp;&nbsp;<BR>MetLife=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
93%&nbsp;&nbsp;&nbsp;&nbsp;<BR>John=20
Hancock&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
92%&nbsp;&nbsp;&nbsp;&nbsp;<BR>Lincoln=20
National&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
86%&nbsp;&nbsp;&nbsp;&nbsp;<BR></FONT></B><FONT face=3DArial =
color=3D#000000=20
size=3D2>Allianz &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
85%&nbsp;&nbsp;&nbsp;&nbsp;<BR>MoO&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
83%&nbsp;&nbsp;&nbsp;&nbsp;<BR>State=20
Life&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
82%&nbsp;&nbsp;&nbsp;&nbsp;<BR>Pru&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
80%&nbsp;&nbsp;&nbsp;&nbsp;<BR>Kanawha=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
70%&nbsp;&nbsp;&nbsp;&nbsp;<BR>CNA&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
78%&nbsp;&nbsp;&nbsp;&nbsp;<BR>UNUM&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
68%&nbsp;&nbsp;&nbsp;&nbsp;<BR>Medamerica&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
67%&nbsp;&nbsp;&nbsp;&nbsp;<BR>Bankers L&amp;C&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
53%&nbsp;&nbsp;&nbsp;&nbsp;<BR>Continental =
General&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
52%&nbsp;&nbsp;&nbsp;&nbsp;<BR>Penn=20
Treaty&nbsp;&nbsp;&nbsp;&nbsp; =
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
36%&nbsp;&nbsp;&nbsp;&nbsp;<BR>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=
=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<BR>&nbsp;&nbsp;&nbsp;&nbsp;&nb=
sp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<BR>StateList.xls&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<BR>&nbsp;&nbsp;&nbsp;&nbsp;&nb=
sp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<BR>Aetna&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
34%&nbsp;&nbsp;&nbsp;&nbsp;<BR>AF&amp;L&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
NA&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<BR>Equitable L&amp;C &nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
NA&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<BR>Golden Rule&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
81%&nbsp;&nbsp;&nbsp;&nbsp;<BR>Great=20
American&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
73%&nbsp;&nbsp;&nbsp;&nbsp;<BR>Lincoln=20
National&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
86%&nbsp;&nbsp;&nbsp;&nbsp;<BR>Mega&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
70%&nbsp;&nbsp;&nbsp;&nbsp;<BR>Mutual=20
Protective&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
NA&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<BR>National Life=20
VT&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
78%&nbsp;&nbsp;&nbsp;&nbsp;<BR>NWM&nbsp;&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
100%&nbsp;&nbsp;&nbsp;<BR>Physicians'=20
Mutual&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
88%&nbsp;&nbsp;&nbsp;&nbsp;<BR>CUNA&nbsp;&nbsp;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
81%&nbsp;&nbsp;&nbsp;&nbsp;<BR>Standard&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;=20
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
80%&nbsp;&nbsp;&nbsp;&nbsp;<BR>Union=20
Labor&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =

37%&nbsp;&nbsp;&nbsp;&nbsp;<BR></FONT><BR><FONT=20
face=3D"Times New Roman">Sincerely,</FONT> </P>
<P><FONT face=3D"Times New Roman">Claude Thau</FONT> <BR><FONT=20
face=3D"Times New Roman">Target Insurance Services</FONT> <BR><FONT=20
face=3D"Times New Roman">We're in it for the</FONT><B> <FONT=20
face=3D"Times New Roman" size=3D5>Long-Term</FONT></B><FONT=20
face=3D"Times New Roman">... We</FONT><B><FONT face=3D"Times New Roman" =
size=3D5>=20
Care</FONT></B><SUP></SUP><SUP> <FONT face=3D"Times New Roman"=20
size=3D1>SM</FONT></SUP> <BR><U><FONT face=3D"Times New Roman"=20
color=3D#0000ff>cthau@targetins.com </FONT></U><BR><FONT=20
face=3D"Times New Roman">ph: 913-384-6300, x2241; ph: 800-999-3026; fax: =

913-384-3781</FONT> <BR><B><FONT face=3DArial size=3D2>Note:&nbsp; If =
this message=20
has a =93*.dat=94 attachment but my message does NOT suggest that any =
document is=20
attached, don=92t worry about it.&nbsp; Furthermore, if my message =
refers to an=20
attachment, but you can=92t read it, please let me know.&nbsp; If I =
re-send my=20
message as "plain text" that will usually solve the problem.&nbsp; These =
are=20
quirks of Microsoft XP.</FONT></B></P><BR></BODY></HTML>

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