Something New Is Coming Your Way! We have been working hard to bring you and your clients something you have been asking for – a new website! We are currently fine-tuning the website and an official launch date will be announced in the coming weeks. Based on feedback from policyholders and agents, we have designed it with the user in mind. Some new features include: FAQ section – This section is now easier to navigate, organized by product, and contains updated information. Blog – Our new blogs are based on most frequently searched topics online. Easy to share information with
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New Connecticut Applications 12/7/17
New Connecticut Applications Effective 12/7/2017 On July 1, 2017, Connecticut officially joined The Interstate Insurance Compact (Compact). With that event occurring, Gerber Life is eliminating the CT forms being used and transitioned all of the forms, applications and policies, to the Compact version. These forms are now good in 44 states and Puerto Rico. Effective 12/7/2017, Connecticut applications will be changed for all Gerber Life products except Accidental Death and Dismemberment. Electronic Applications will be automatically updated on 12/7/2017. New Connecticut Paper Application Form Numbers Effective 12/7/2017: Product Form Number Guaranteed Life ICC12-AGWLP Guaranteed Life Producer Certification ICC12-AGNT Grow-Up®
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Coming Soon: Updated Living Promise e-App
The Living Promise (Final Expense) e-Application will be updated to a new version with enhanced screens and features that will make the application process even better for you. Coming Soon to the Living Promise e-Ap Consolidated Screens – Fewer screens with a cleaner design Apptical – You will be able to use an e-App, in addition to the paper app, as part of our Apptical point-of-sale interview process Touch-to-Sign – Your clients will have the ability to sign using a stylus or their fingertip Address Prefill – Begin typing in your client’s address and prefill options will populate for you
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Sentinel Holiday Office Hours
Holiday Office Hours The holidays are nearly upon us, and we are looking forward to delicious food, good fun, and time off with our families! In an effort to serve you best, we would like to announce our upcoming holiday office closures. Thursday, November 23 – Friday, November 24, 2017 – Our offices will be closed all day. We will resume normal business hours on Monday, November 27, 2017. Friday, December 22, 2017 – Our offices will close at Noon (12:00 PM, MST). Monday, December 25, 2017 – Our offices will be closed all day. We will resume normal business
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Gerber Life Product Announcement: Important Changes Coming Soon
November 2017 Coming Soon — Important Changes to the Guaranteed Life Insurance Plan Gerber Life’s Guaranteed Life Insurance provides peace of mind by planning ahead to ease the burden of final expenses. This whole life insurance policy provides up to $25,000* to help pay medical bills, leftover debts and funeral costs. Regardless of your health, you can’t be turned down and the premiums are guaranteed to never increase. Product Changes Effective December 7, 2017 Include: Updated marketing material New premiums Transition Rules: The Gerber Life Agent Portal will only have the new rates and updated application version (1117) as
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Reward Your Clients for Healthy Lifestyles
Your clients don’t have to be Olympic-caliber athletes to qualify for the Fit Underwriting Program; they get credits for basic quality health maintenance. It’s helpful to think of Fit like this – your clients are Fit when both they and and their family are physically and financially Fit. People who have positive factors in the Fit categories tend to have better mortality. So, on those cases that might be mildly or moderately rated, when individuals have positive health factors, we offer extra mortality credits. Add Up the Savings Consider a case where your client is able to save $150 in
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Securian Moves To Digital Compensation Statements
Paper compensation statements will no longer be mailed This month, you will begin receiving email notifications when a new statement is available. This email will contain a link to access your statement through our advisor website. Securian will no longer mail paper copies of your compensation statements for compensation earned beginning January 2, 2018. Enjoy the benefits of online compensation statements Most recent payments by company and calendar year Access commonly used forms Robust reporting with download capability Detailed list of held transactions and reason for the hold Access to debt balances (your own and any downline debt balance) Transparent
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Omaha Thanksgiving Office Closing
Mutual of Omaha and its affiliates (United of Omaha, Companion Life Insurance Company, and United World) will be closed on Thursday, Nov. 23, and Friday, Nov. 24, 2017, for the Thanksgiving holiday. Thanksgiving Office Closing #goldencareagent #mutualofomaha #thanksgiving
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New Withdrawal/Surrender Request Form for Internal Replacements
Effective December 1, 2017 we will now require the Withdrawal/Surrender Request form WithSurr0917 to be completed and sent to New Business when doing an Internal Replacement of an existing policy. This form is required prior to printing any internal replacement policy and is only required on non-1035 applications. It is available for download on TAANI under Forms Finder. It can also be attached and submitted with the application in iGO. On the form, you will need to complete the following sections: Section 1, completed in its entirety Section 2, under “Surrender Options” — In special instructions provide the following verbiage
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Transamerica: New Business Phone Lines Closed Noon – Close 11/6
Both the Final Expense and Medical Supplement New Business phones lines will be closed on 11/6/17 from noon to close CST. We have an all-employee team meeting, then will be focusing our staff on processing and placing policies for the remainder of the day. If you have an immediate need, please email us at FinalExpenseNewBus@Transamerica.com or MedSupNewBus@Transamerica.com. #goldencareagent #transamerica
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