STATE OF NORTH DAKOTA, SOUTH DAKOTA, AND MONTANA May 2, 2018 Transamerica Life Insurance Company remains committed to you and to the long term care insurance market. As such, it’s important that we modify our premium rates for new TransCare® II business to reflect actual claims experience by policyholders. These rate changes will also maintain consistency in our pricing across our product portfolio which will allow Transamerica Life Insurance Company to remain highly competitive within the marketplace. These refreshed rates are exclusively for new sales of TransCare® II in the states of North Dakota, South Dakota and Montana, and will
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Transamerica: (NAIC) Model Illustration Regulation Update
This bulletin provides information about the National Association of Insurance Commissioners (NAIC) Model Illustration Regulation and its rules concerning the use of illustrations in the sale of life insurance. At this time, the life insurance illustration regulation promulgated by the NAIC has been adopted in the following states: Alabama, Alaska, California, Colorado, Connecticut, Delaware, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Washington, West Virginia
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GoldenCare Newsletter | April 23, 2018
In this GoldenCare Newsletter Edition From GoldenCare: PROMO TIME! Guarantee Trust Life Insurance Company’s recently-launched Home Health Care product complements the Critical Cash plan so well – it’s a close comparison! Get your apps in 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! The newest version of LTC CEO Office, Home and Internet Selling Tools Software is now available! Making a good decision on whether or not to own Long Term Care insurance depends upon receiving factual information on the subject. LTCCEO was
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Discontinuing Payroll Allotment Option for Final Expense Products
Transamerica has determined payroll allotment will no longer be an option for Final Expense products due to market conditions, effective April 16, 2018. The Underwriting and New Business departments have deemed Final Expense products will no longer accept payroll allotment as a form of payment. Impacted products include: Immediate Solution (WL08) 10-Pay Solution (WL08) Easy Solution (WL09) Guaranteed Whole Life (GWL) Guaranteed Whole Life Final Expense (GWLFE) This includes payroll deductions, list bill, government allotments, and military allotments for Final Expense products. Policies in force with payroll deduction or list bill active will continue to collect premiums in that manner.
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GoldenCare Newsletter | April 9, 2018
In this GoldenCare Newsletter Edition From GoldenCare: Guarantee Trust Life Insurance Company’s recently-launched Home Health Care product complements the Critical Cash plan so well – it’s a close comparison! Get your apps in 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. To register, Click Here. Our Guest
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The Best of Wealth + Health at Your Fingertips
At Transamerica, our commitment to service doesn’t end with just one conversation. We’re dedicated to bringing you the tools and resources to help your clients live better today and worry less about tomorrow. In this final edition of Changing the Conversation you’ll find: A link to the Wealth + Health sales toolkit website Our financial professional-facing website, New Age of Advice, for continued business-building A must-read article about remembering to take care of yourself along with your clients As you engage with clients, remember that wealth + health comes down to balance. After all, what good is one without the
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Reminder: Use Latest Revision of IRS Form 4506T-EZ (Rev. 7-2017)
Form 4506T-EZ is an Internal Revenue Service (IRS) document that is used to retrieve past tax transcripts on file with the IRS. The form allows the individual to send the tax transcripts to a third party, such as Transamerica. Recently, the IRS updated Form 4506T-EZ. Before completing the form, ensure you are using the correct version by checking the lower right corner. The latest version of the form is “Form 4506T-EZ (Rev. 7-2017).” The IRS will not accept any prior versions of the form. As a reminder, Form 4506T-EZ is required for all Transamerica life products that have face amounts
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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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Help Build Your Business with Wealth + Health
HELP DRIVE YOUR BUSINESS Client satisfaction and the success of your business often go hand in hand. Incorporating health goals into your clients’ financial strategy can help build trust and loyalty. Set yourself apart from the competition by providing a holistic view of your clients’ well-being. This week in Changing the Conversation, you’ll find: The top 5 ways wealth + health can improve your business Ideas for hosting events that will get clients talking 12 financial steps your clients can make now Put these resources to work and demonstrate your value to clients. BUILD THE FUTURE Help Build Your
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Transamerica Final Expense New Business Phone Lines
The Final Expense New Business phone lines will be closed each Wednesday from 3/14/18 until 4/11/18 from noon to close central time. We will be focusing our staff on processing and placing policies. If you have an immediate need, please email Transamerica at FinalExpenseNewBus@Transamerica.com. Transamerica Final Expense New Business Phone Lines #goldencareagent #transamerica
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