7702 changes now in effect for SecureCare UL Effective today, November 1, 2021, the guaranteed interest rate on new SecureCare Universal Life (SecureCare UL) applications was updated to comply with the Consolidated Appropriations Act of 2021, which lowers the interest rate assumptions used in Section 7702 of the Internal Revenue Code. SecureCare UL’s new guaranteed interest rate is now available in the illustration software. All new applications will receive the new guaranteed interest rate. In order to receive the old guaranteed interest rate, an application must have been received no later than October 29, 2021, and it must be approved,
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Something’s coming (get excited!)
eApp to offer client collaboration When it comes to tele-interviews, we’re sure you’ve heard client frustration with hold times or sharing their personal information with a stranger. Well, we’re excited to announce that soon Securian Financial will be offering the option for your clients to fill out the underwriting questionnaire (part 2) as part of the eApp process,* giving them the opportunity to answer medical questions at their convenience without having to go through a tele-interview. We believe this enhancement can help improve the experience of our customers so keep an eye on your inbox for more information. Contact
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7702 changes for SecureCare UL
7702 changes go into effect Nov. 1 for SecureCare UL Effective November 1, 2021, the guaranteed interest rate on new SecureCare Universal Life (SecureCare UL) applications will be updated to comply with the Consolidated Appropriations Act of 2021, which lowers the interest rate assumptions used in Section 7702 of the Internal Revenue Code. How will these changes impact SecureCare UL benefits? Long-term care (LTC) benefits: The new guaranteed interest rate will have no impact on the LTC benefit pool. Regardless of whether an applicant receives the old or new guaranteed interest rate, the amount of LTC coverage they receive will
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Administrative Alert: Suspension of informal life applications
Informal applications suspended until further notice It has been quite a year and we are so thankful for the business we’ve received from you. As part of a multi-step effort to manage to the aggressive New Business and Underwriting service standards we have for formal business, Securian Financial will be suspending review of informal life applications until further notice. All informal applications received during this time will be cancelled and the file will not be retained for future review. We understand this may cause some frustration, but we remain committed to delivering high levels of service on formal business. We
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7702 changes for SecureCare UL
7702 changes go into effect Nov. 1 for SecureCare UL Effective November 1, 2021, the guaranteed interest rate on new SecureCare Universal Life (SecureCare UL) applications will be updated to comply with the Consolidated Appropriations Act of 2021, which lowers the interest rate assumptions used in Section 7702 of the Internal Revenue Code. How will these changes impact SecureCare UL benefits? Long-term care (LTC) benefits: The new guaranteed interest rate will have no impact on the LTC benefit pool. Regardless of whether an applicant receives the old or new guaranteed interest rate, the amount of LTC coverage they receive will
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Securian Update: COVID-19 guidelines
COVID-19 new business and underwriting participation guidelines extended through December 31, 2021 Securian Financial remains focused on delivering high levels of service, helping customers with their insurance needs, and maintaining the company’s financial strength. Your support in delivering on this focus has provided valuable insights to best navigate the unpredictable nature of a pandemic while addressing the additional risks it presents. Since these participation limits were implemented, our promise has been to actively review these guidelines. Along the way, we have delivered on a request for transparency to enable you to make the best decisions for your customers. While not
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Good news! Premium limits are increasing
Higher premium limits for your clients start September 27 Premium limits for Eclipse Protector II Indexed Universal Life (IUL), Eclipse NY with the No Lapse Guarantee Agreement (NLGA) and Eclipse Survivor II IUL with the NLGA will increase September 27, 2021: From the greater of $250,000 or 5x target premium – to the greater of $1 million or 5x target premium Increase limit applies to both new and in force contracts Good news! Premium limits are increasing #goldencareagent #securian
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My Account: A modern way to provide service
My Account benefits you and your clients At Securian Financial, we know people are busy. That’s why we developed My Account — a simple, safe and secure way for your clients to access their life insurance policies with us. When clients register for My Account or download the app, they can: Pay their life insurance premiums or sign up for auto-payments Share account access with other My Account users Update contact and beneficiary information Submit transactions and more To learn more about My Account and how you and your clients can access it, visit our website. Access resources
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LIAM is here – get toolkits, calculators and more…
4 easy ways to promote life insurance At Securian Financial, we continue to play an active role in supporting Life Insurance Awareness Month (LIAM). Because we know how important it is to have life insurance. You can access these client resources at our LIAM landing page: Life insurance marketing toolkit that can help you build your business with social media posts and email templates Toolkit to aid you in addressing those life insurance underwriting process myths Calculators to help your clients determine their life insurance needs Sales strategies you can use with life insurance serving as the centerpiece Access resources
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Securian Financial Life Insurance Awareness Marketing Toolkit
Use our marketing toolkit to connect with clients and prospects If there is one thing we’ve learned over time, it’s that life insurance is so important. September’s Life Insurance Awareness Month (LIAM) is a great opportunity to get the word out, start a life insurance conversation with prospects, and get families the life insurance coverage they need. To help do that, put this consumer marketing toolkit to work for you! It includes approved social media posts and email templates, so you don’t have to do any heavy lifting – just click publish and send. Access Toolkit More LIAM resources
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