Now available in California! This update is currently available on the Agent Portal. |
Important California Notice
A person who meets with a senior in the senior’s home is required to deliver a notice in writing to the senior no less than 24 hours and no more than 14 days prior to that individual’s initial meeting in the senior’s home. If the senior has an existing insurance relationship with an agent and requests a meeting with the agent in the senior’s home the same day, a notice shall be delivered to the senior prior to the meeting.
If the Agent is meeting a senior in the senior’s home (see above requirements), agent must provide “Notice to Seniors (Life Agent’s Disclosure to Elders – 24 Hours prior to Agent’s visit) form CA-NOTICE(24HOURS).”
Please click the button below, log in to the Agent Portal and go to GTLink to download the form.
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