Do current clients turning 65 need a new senior plan?

Understanding SureBridge branded “senior” products During the Annual Enrollment Period, you could be meeting with clients who have turned 65 and are now entering a new stage of life–Medicare eligibility. You may wonder if this means they need to have their SureBridge supplemental products re-written to the “senior” version. We have great, time-saving news for you: there is no need to rewrite! Many of The Chesapeake Life Insurance Company (CLICO) products, offered on the SureBridge brand, are designed for customers of nearly all ages. Once written to a CancerWise Plus, HeartWise, HospitalWise or Prime DVH plan, even as your customer
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Categories: Dental, Industry News, and SureBridge.

SureBridge Supplemental Product Incentive for Q4 2022

SureBridge Supplemental Product Incentive October 1, 2022 – December 31, 2022 Now is the time to build growth and gain momentum going into 2023! Present your clients with a variety of SureBridge branded supplemental products designed to help them close coverage gaps and round-out their overall health coverage. When you do, you could earn $25 in addition to your commissions for every eligible plan issued! Earn $25 for every eligible SureBridge supplemental product underwritten by The Chesapeake Life Insurance Company, when you submit eligible applications between Oct. 1, 2022 – Dec. 31, 2022, and meet your baseline of 5 qualifying
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Categories: Dental, Industry News, and SureBridge.

GPM Plan Updates are LIVE

GPM product refresh is here The Dental Plus plan, underwritten by Ameritas, can now be quoted from your shopping URL. It remains one of the most competitive dental products in the market and is great for your senior clients. Available to anyone 18 and above, the plan continues its focus on preventive care and encourages clients to maintain their oral health for years to come with increasing benefits. Competitive rates and a higher annual maximum help make Dental Plus a great option. You can view the new plan designs from your shopping URL or these marketing materials. Simply add your
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Categories: Ameritas/Security Life and Dental.

GPM Plan Updates Coming September 20

GPM individual dental and vision updates The Dental Plus plan, underwritten by Ameritas, remains one of the most competitive dental products in the market. It is great for your senior clients and is available to anyone 18 and above. The plan continues its focus on preventive care and encourages clients to maintain their oral health for years to come with increasing benefits. Competitive rates and a higher annual maximum help make Dental Plus a great option for your clients. Updated plan designs and rates will go into effect on Tuesday, September 20. You will see these updates on the shopping
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Categories: Ameritas/Security Life and Dental.

Customer Service Notice: Duplicate Cancellation Letters

Customer Service Notice: Duplicate Cancellation Letters Our recent move to a new policy administration system inadvertently generated cancellation letters for customers who had already previously cancelled their policies and received a letter. In the duplicate letters mailed in error, the cancellation date was not changed. These policies remain in a cancelled status. If you are contacted by your customer about receiving another cancellation letter, please make them aware of our mistake and assure them no action is needed This communication is for awareness only. Again, no action is needed by you or the customer. We apologize for any inconvenience this
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Categories: Dental, Industry News, and SureBridge.

Upcoming Audits: Waivers for Dental Waiting Periods

Qualifying for Waiver of Waiting Period on Dental Plans As a reminder, customers applying for a PPO Premiere Dental plan, may qualify for a Waiver of the Waiting Period on their new PPO Premiere plan if: The new plan is replacing an existing comprehensive dental coverage* plan The plan being replaced was in force for at least the past 12 consecutive months, and The plan being replaced had no gaps in coverage greater than 63 days To help your customer qualify for the waiver, please ensure the information provided on the application about their current dental coverage (effective date, termination
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Categories: Dental, Industry News, and SureBridge.

Important Updates to the SureBridge Branded POS tool

SureBridge Point of Sale (POS) Tool Updates Beginning Sept. 16 With the launch of the new HospitalWise Guaranteed Issue benefit option, a new The Chesapeake Life Insurance Company application will be implemented in the SureBridge branded POS Tool for the states of AL, AR, AZ, CA, CO, CT, DE, FL, GA, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NV, OH, OK, PA, SC, TN, TX, WA, WI. More states are coming soon! Updates on the application include: Medicare question no longer required The Medicare question will no longer be required. However, if applicants are
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Categories: Dental, Industry News, and SureBridge.

Now on Facebook AND LinkedIn!

Social media is an important facet in running your business and interacting with clients. We value your business and therefore want to provide you with top-notch content for the platforms you and your audience use the most. Follow us on Facebook and LinkedIn to stay up to date on all things Brokerage Sales including marketing materials, consumer content, announcements and more! If you have any questions, please refer to this FAQ or reach out to your usual Mutual of Omaha contact. Facebook — Click Here to join our Group. Please remember this group is for verified producers of Mutual of
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

LTCG Juneteenth Office Closing

Mutual of Omaha’s new business application processing vendor, LTCG, will be closed on Monday, June 20, 2022, in observance of the Juneteenth holiday. This closure includes the customer service department. Applications can still be submitted as normal and will be processed once the office reopens again on Tuesday, June 21, 2022, at 7:00 a.m. CT. Long-Term Care Customer Service Contact Information Phone Number: 1-877-894-2478 Hours of Operation: Monday – Fridays, 7 a.m. to 5 p.m. CT   If you have any questions, please reach out to your usual Mutual of Omaha contact.   LTCG Juneteenth Office Closing   #goldencareagent #mutualofomaha
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Now on LinkedIn: Mutual of Omaha Brokerage Sales Team!

We are very excited to announce the expansion of our social media presence to now include LinkedIn! Social media is an important facet in running your business and interacting with your clients. We value your commitment to maintaining a presence with your business on these platforms and want to provide you with top-notch content for the platforms you and your audience use the most. LinkedIn is the social media platform that understands the value of building professional relationships. The purpose behind the content we create and share on our Brokerage Sales Team LinkedIn profile is to help brokers continue to
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).