Agent Portal Updates Coming Soon We are excited to announce some updates and changes taking place within the Gerber Life Agency Portal effective March 16, 2021! Our goal is to make your daily transactions with Gerber Life as simple as possible. With that focus we have improved several areas to make it easier for you to keep track of your applications and policies. Gerber Life will no longer offer applications in Puerto Rico. We have expanded our Case Status section to include the following updates: License and/or Appointment Review: Within the case status section on the Agent Portal, if
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Digital 1099s are now on GTLink
In order to help serve you better, we have introduced an electronic version for available 2020 1099s for individual agents. If you’ve received a 2020 1099 from GTL and you are looking for a digital copy, it is simple to access! Please log into the e-App or Agent Portal. Click on the Access GTLink button on the home screen. Click on Commissions on the GTLink home screen or the top right navigation. In your Agent Summary section, you will see a link to your 2020 1099 as highlighted in the example below. Thank you for placing your trust in GTL!
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Critical Illness, Guarantee Trust Life, Hospital Indemnity Plan, Industry News, Medicare Supp./Adv., and Short-Term Care.
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1099, 1099 form, 1099 tax form, 1099s, agent portal, agent support, commissions, Customer Service, e-App, electronic application, GTL, Guarantee Trust Life, insurance, sales support, and text.
Need some help? Just text us!
Do you have questions or requests for GTL’s Sales Support team and don’t have time to call? Just Text 800-323-6907 Don’t have the time to call or email our Sales Support team with questions? GTL’s new Text-to-Chat is here to help you quickly get answers while you’re on-the-go! Simply text 800-323-6907 if you need product information, have state availability questions, need rates or supplies, or have any other questions! Text to Chat is available only during GTL’s business hours: Monday-Thursday 7AM – 5PM | Friday 8AM – 12PM Thank you for your business! Need some help? Just text
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Transamerica Discontinues Selling LTC
TRANSAMERICA TO DISCONTINUE STANDALONE LONG TERM CARE As announced December 10, 2020, on Capital Markets Day by Aegon CEO Lard Friese, Transamerica will discontinue sales of our individual, standalone Long Term Care (LTC) business on March 31, 2021. In addition, acceptance of applications under approved multi-life cases (worksite and association) will end on June 30, 2021. LTC riders on life insurance policies are not affected. The only impacted products are TransCare® II and TransCare® III. It’s important that you know your clients with existing policies are not impacted. Their customer experience will stay the same, and they will not experience
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Omaha Holiday Office Closings
Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on the following days: Friday, December 25th Friday, January 1st From everyone at Mutual of Omaha, we wish you happy holidays and safe travels! Holiday Office Closings #goldencareagent #mutualofomaha #happyholidays
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Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
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Important Transamerica Update
The Transamerica companies are part of the worldwide group of Aegon companies. As an international life insurance, pensions, and asset management company based in The Hague, Aegon has businesses in over 20 markets in the Americas, Europe, and Asia. Aegon Capital Markets Day: Leader in investment, protection, and retirement solutions December 10, 2020, 07:00 CET At today’s Capital Markets Day, Aegon CEO Lard Friese announces the company’s new strategy and financial targets for the period 2021 to 2023. Financial Targets 2021 — 2023 Reduce gross financial leverage to EUR 5.0 to 5.5 billion Implement expense savings program of EUR 400
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Transamerica: Dementia Field Guide
Protecting wealth for an aging America As a financial professional, the question isn’t “if,” but “how many” of your clients will be affected by Alzheimer’s and dementia. Help your clients understand and address the financial implications of this damaging disease. Through our collaboration with the Massachusetts Institute of Technology (MIT) AgeLab, we’ve developed several comprehensive pieces designed to illustrate the costs associated with Alzheimer’s disease and other forms of dementia. Transamerica is a proud supporter of the MIT AgeLab. LEARN MORE If you have any questions, please contact your Transamerica support team: 888-545-2713. #goldencareagent #transamerica
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Transamerica New LTC Social Media Flyer
CONNECT WITH CLIENTS Using These Pre-Built Social Media Campaigns Check out the new LTC social media flyer with all of the resources you need to learn how to market yourself through social media! Reach clients where they are with this pre-built social media kit. We’ve included instructions for use, as well as best practices. Get Guide If you have any questions, please contact your Transamerica support team: 888-545-2713. #goldencareagent #transamerica
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Washington State Long Term Care Trust Act
Important details about the Washington State Long Term Care Trust Act In 2019, Washington Governor Jay Inslee signed the Washington State Long Term Care Trust Act into law, paving the way for a first-in-the nation publicly funded long term care benefit for eligible residents. Get all the details on this law in our new summary flyer. View Flyer If you have any questions, please contact your Transamerica support team: 888-545-2713. Important details about the Washington State Long Term Care Trust Act #goldencareagent #transamerica
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Transfer Guidelines Update
Mutual of Omaha has recently updated the Transfer Guidelines so all transfer requests relating to Simplified Issue products follow the same process. You can find both the Transfer Guidelines and the Transfer Request Form on Sales Professional Access (SPA), or click the links below: > Transfer Guidelines > Transfer Request Form If you have questions, please contact your Sales Director or Account Executive. Transfer Guidelines Update #goldencareagent #mutualofomaha
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