Happy Thanksgiving from Gerber Life   #goldencareagent #gerber
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Gerber Life Introduces Cross-Tab Functionaility on the Agent Portal What is Cross-Tab Functionality? Cross-Tab functionality allows Agents to complete multiple quotes and applications without having to re-enter the client’s information. How Does it Work? Complete a product quote Print or Save the quote Choose another product tab Client information pre-populates in the new product tab   The client’s information will also pre-populate after an application has been submitted if you choose to do another application. Quote data is removed when an Agent returns to their Home Dashboard.   Changes to Gerber’s Agent Portal Make Submitting Multiple Policies Easier   #goldencareagent
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The Governor of Maryland declared a state of emergency in two Maryland Counties: Frederick and Washington, because of severe storms and rains that occurred during the week of May 23, 2018. The Insurance Commissioner issued the subject Bulletin requiring compliance from all insurance carriers. Pursuant to our Policyholder Disaster Response Plan, we have extended the grace period for policies in the affected area to sixty (60) days for policyholders in the two counties impacted by this disaster, with no lapsing of policies with a due date of May 13, 2018, through May 19, 2018. To comply with this requirement the
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Gerber Life Helps You Get Information Fast And Easy Gerber Life understands your time is limited and you need ways to get information fast and easy. So, while you’re busy rescuing a family from an uncertain financial future or protecting a child’s impending dreams, we’ve got you covered. Appointed agents of Gerber Life Insurance Company have access to an array of resources to help you do your job even better – so you can be a hero to your clients each and every day. Gerber Life’s Agent Portal Your personalized Gerber Life Agent Portal can help you be more self‐sufficient
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Organization is Key with Gerber Life’s Legacy and Last Wishes Guide Tax season has ended and your clients and prospects have just gone through the process of collecting and organizing information to complete their taxes. Now may be a good time to remind them to organize other important parts of their life by using Gerber Life’s Legacy and Last Wishes Guide  to: Document bank accounts, investments, insurance policies and retirement accounts Outline key contacts Summarize last wishes for their funeral and burial and more Download The Guide Download Instruction Sheet As you meet with clients and prospects to discuss Gerber
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Help Your Clients Be Better Prepared With Gerber Life Guaranteed Life Building a substantial savings or emergency fund seems to be a problem for many Americans. In fact, 57 percent of Americans say they are unable to handle an unexpected expense of $500, according to a survey by Bankrate.com.1 The findings from the survey seem to indicate that many individuals continue to struggle with managing their basic finances. Given this, it may not be realistic to think that they would have extra money set aside to pay final expenses, leftover debt and funeral costs if something were to happen to
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Gerber Life Insurance Product Announcement Important changes to Gerber Life’s Guaranteed Life Insurance Plan went into effect December 7, 2017. These product changes include: Updated applications and marketing material New premiums As a reminder, paper applications that do not contain the 1117 revision date, must be signed and received in the home office before April 13, 2018 to obtain the old rates.   Any outdated applications and/or incorrect premiums received after April 13, 2018 will be returned to the Agent. The Agent will be required to resubmit the business on the new application with the correct premium.   Marketing Material:
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Gerber Life Insurance Product Announcement Important changes to Gerber Life’s Guaranteed Life Insurance Plan went into effect December 7, 2017. These product changes include: Updated applications and marketing material New premiums As a reminder, paper applications that do not contain the 1117 revision date, must be signed and received in the home office before April 13, 2018 to obtain the old rates.   Any outdated applications and/or incorrect premiums received after April 13, 2018 will be returned to the Agent. The Agent will be required to resubmit the business on the new application with the correct premium.   Marketing Material:
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Secure Email with Gerber Life is Coming Soon Starting 3/22/18, Gerber Life will offer the ability to register for secure email through our Agent Portal. Secure Email is designed to pass confidential information only; for all other communications to Gerber Life, please continue to use current processes. To request access, log into your Agent Portal and click on the “Secure Email” tab and follow the instructions. If you have questions, please feel free to call Gerber Life’s Agency Support team at: 1-800-428-4947.   Secure Email with Gerber Life is Coming Soon   #goldencareagent #gerber
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