Successful Quoting Starts with Understanding Underwriting CSG Actuarial’s Advanced Underwriting Filter alerts agents about their client’s declineable health conditions and medications and provides a list of carriers that may accept their client. Here’s how it works: While running the initial quote, the agent adds client’s health conditions and medications Quote results remove carriers who label those entries as a decline Option to see view look-back period on application The Advanced Underwriting Filter saves you from submitting applications that will automatically be declined. For complimentary access, or to learn more about our tool, contact GoldenCare at 800-842-7799 or email email@example.com.
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Quick reads SECURE Act: Changes and opportunities abound You’ve heard the news: The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on Dec. 20, 2019. But do you know how it will impact Americans planning for retirement? The act tackles the gap between what Americans have for retirement and what they will actually need, and it includes these key changes: Support for new parents through penalty-free withdrawals from retirement accounts, including IRAs, for qualified births and adoptions Elimination of the IRA contribution age limit and extension of the required minimum distribution start date to age
THRIVENT NAMED ONE OF THE 2020 WORLD’S MOST ETHICAL COMPANIES BY ETHISPHERE February 25, 2020 | Samantha Mehrotra, Public Relations Manager Recognition honors those companies that take the long view with a purpose-based strategy and strive to create positive change throughout their global communities. Minneapolis — Thrivent, a diversified financial services organization, has been recognized by Ethisphere, a global leader in defining and advancing the standards of ethical business practices, as one of the 2020 World’s Most Ethical Companies. Thrivent has been recognized nine years in a row and is one of only five honorees in the financial services industry.
Securian Financial reports strong 2019 February 24, 2020 ST. PAUL, Minn. –(BUSINESS WIRE)–Securian Financial announced preliminary 2019 financial results at its annual all-company meeting last week, highlighted by strong revenue growth and increased community giving. “In 2019, we delivered excellent operating performance consistent with our 140-year history of outstanding financial strength,” said Chris Hilger, Securian Financial’s chairman, president and CEO. “At the same time, we invested in our strategic business priorities and enhanced our community commitment. Most importantly, we again fulfilled our purpose by paying $5.6 billion in statutory benefits to our customers and their families when they needed us
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