03/29/2018 Arthur J. Gallagher & Co. today announced the acquisition of McGregor & Associates in San Diego, California. Terms of the transaction were not disclosed. McGregor & Associates, founded in 1993 by George McGregor, is a health benefits administrator serving public and private sector clients throughout the state of California. Focus areas include educational institutions, public agencies, construction organizations and retiree medical trusts. George McGregor and his team will continue to operate from their San Diego location under the direction of Norbert Chung, head of Gallagher’s Western employee benefits consulting and brokerage operations. “McGregor & Associates has an excellent reputation
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Good News | Get Competitive Rates + Discounts On Your Errors & Omissions
Pricing for GoldenCare’s Discounted E & O Now Available Plus, earn yourself a better discount on next year’s enrollment! Here’s how: Enroll in GoldenCare’s 2018/2019 Errors & Omissions Program Submit any of the following: (written & issued between 4/1/2018 and 4/1/2019), • 3 Mutual of Omaha LTCi Applications • 3 CareShield Applications with Minnesota Life • 3 GTL Critical Cash/Critical Care Applications, or • 5 Omaha Medicare Supplement Applications and Receive a Renewal Discount on Next Year’s (2019/2020) Enrollment! For more information, call 800-842-7799 and speak with your Regional Director. Read Full Good News Article Click Here to add carriers/products to your appointments. If you
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GoldenCare Newsletter | March 26, 2018
In this GoldenCare Newsletter Edition From GoldenCare: New!! Guarantee Trust Life Insurance Company’s recently-launched Home Health Care product complements the Critical Cash plan so well – it’s a close comparison! Now through the end of May, write both policies on an individual client and DOUBLE your earnings! Get all the details in this Edition. Good Luck! Diversify your portfolio for greater sales success! Our new training schedule is posted! Join us for complimentary product and sales training and receive a Continuing Education Voucher for each unique event! Voucher does not apply in KY. Join us for an ALL NEW special expert training
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Special Announcement | You Asked. We Listened Recording of Harry Crosby’s 315 Training
Harry Crosby’s Recorded Training Now Available! Did you miss Harry Crosby’s “LTC Expert’s Insight: What I Have Learned After 25 Years” webinar presentation last Thursday? Harry was thrilled at the chance to share his many years of experience, his tips and sales techniques with all who attended. And because his valuable insight can help YOU succeed, we’re pleased to make the recording of this presentation available to everyone! Looking for more sales strategies? Join Tom Randall Tues, March 27th at 2 PM Central as he expands on Harry’s suggestion of ‘pivoting’ to other products, and explains WHY and HOW to
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Good News | Watch Your Sales Bloom This Spring With Our GTL Promotion
Don’t Miss Out On Our Exciting GTL Promotion! Earn cash bonuses when you write Guarantee Trust Life Insurance Company’s Short-Term Home Health Care and Critical Cash plans! Now through the end of May, receive $150 cash when BOTH POLICIES are issued on an individual client! Check out the details below: States in which BOTH products are available: AL, AK, AR, AZ, CO, DC, DE, HI, IA, ID, IL, IN, KY, LA*, MD, MI, MO, MS, MT, NC, NE, NV, OH*, OK, SC, TN, WV, WY * For Promotion Details, Rules & Conditions, Click Here. For producer use only.
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NEW!! Sales Strategies: When and How to “Pivot”
If you enjoyed the strategies shared during the special training last week, you won’t want to miss our new “Pivot” webinar! PIVOT to Higher PERFORMANCE… and Higher PAY! Join Tom Randall as he shows you HOW and WHY to pivot during the sales process, allowing you to help more people, close more sales and make more money. Sales Strategies: When & How To “Pivot” Click below to register: Tues, March 27, 2018 2:00 PM to 2:30 PM CDT Read Full Invitation #LTCi #goldencareagent
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Quick Tip: Quoting with MutualCare® Solutions Software
Scenario: Your clients are considering a Custom Solution long-term care insurance plan with Mutual of Omaha, but are weighing cost and benefit between several different plan designs. The couple may decide on any of the options. How can you quickly and easily compare each plan design, and prevent yourself from having to re-build the plan design they choose? Use the “Quotes” section within your software! Found just below your Agent information, this software feature allows you to easily keep track of different plan designs, toggle between each to show the impact on cost, and have the ability to save many
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TOMORROW!! Sales Tips & Strategies From LTCi Industry Veteran Harry Crosby
An LTCi Industry Veteran Is Sharing His Insight We are honored to have Harry Crosby, one of the most successful insurance agents in the business, join us on a special live training webinar! He will be sharing what 25 years of experience has taught him — Don’t miss this special presentation! Tune in to learn Harry’s sales secrets! LTC Expert’s Insight: What I Have Learned After 25 YearsThursday, March 15, 2018 12:00 to 12:45 PM Eastern / 11:00 to 11:45 AM CentralPlease check to see that you meet the minimum system requirements and that you have the equipment needed
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Good News | 4 More States Approve Omaha’s Dental Insurance
Mutual of Omaha’s Dental Plans Approved In 4 More States Effective March 16, 2018, you may begin selling our Mutual Dental PreferredSM and Mutual Dental ProtectionSM insurance policies with an optional vision care rider in four additional states: Illinois, Kansas, Maine & Utah. There are four easy ways to apply: Use the stand-alone Dental e-Application Seamlessly move from the Med Supp e-App to the Dental e-App with certain fields pre-populated for convenience Use the stand-alone paper application Use the combo Med Supp/Dental paper application for convenient cross-selling capabilities Product Launch and e-App Access Details Questions? Call our Marketing Team
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GoldenCare Newsletter | March 12, 2018
In this GoldenCare Newsletter Edition From GoldenCare: Our Winter 2018 GoldenCare Gazette is now available! See the newsletter for your copy! New!! Guarantee Trust Life Insurance Company’s recently-launched Home Health Care product complements the Critical Cash plan so well – it’s a close comparison! Now through the end of May, write both policies on an individual client and DOUBLE your earnings! Get all the details in this Edition. Good Luck! Diversify your portfolio for greater sales success! Our new training schedule is posted! Join us for complimentary product and sales training and receive a Continuing Education Voucher for each unique event! Voucher
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