Thrivent e-App Enhancements Thrivent has updated their e-App to reflect changes to the Illustration software, revisions to forms, and to simplify data input. These updates include: Agent ID is now required to submit an e-App: An application can no longer proceed without a Thrivent producer code. Personal Worksheet: Premium amount from the illustration auto input to the Personal Worksheet (Form 27156). Updated HIPAA form Couples Discount: Simplified interface (removal of dropdown) + Shared Care Rider now changes when updated in illustration Membership Application: The “Church Name” field is optional New Thrivent brand featured on Printed Output / PDF of applications
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Save Time and Use an e-Application
The Critical Advantage℠ Portfolio e-Application is easily accessible on Sales Professional Access (SPA) under the Electronic Applications link. Take advantage of this convenient and fast way to submit your applications for Critical Illness, Cancer and Heart Attack and Stroke products. Reasons to Use the e-Application Allows you to quote a premium and complete an application at the same time You’re always using correct forms and your applications are completed in good order Provides a paperless “green” experience Simple e-signature process Auto-save functionality A dashboard shows all applications in process Saves time- assures application is in good order at the time
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EssentialLTC Long-Term Care Updates
Coming soon – all policies will have copies of schedule pages You asked and we listened. Beginning on Wednesday, November 25, all issued policies will now be accompanied by copies of the schedule pages for your convenience. These copies are intended for you to easily keep a copy of the schedule pages for your own records before you forward the policy to the policyholder. Copies of schedule pages will be issued with all National Guardian Life Insurance Company (NGL) EssentialLTC policies, except for California which will be available at a later date. Underwriting tips and refresher Do you need a
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Our Fully-Underwritten Life Products are Now Available on e-App!
We’re pleased to announce that Income Advantage IUL, Life Protection Advantage IUL, and AccumUL Answers are now available on the iPipeline e-Application system. When you submit an e-App, you won’t have to worry about missing a question or form — the system ensures you submit your application in good order. These new products have full e-Application functionality for all riders, except for the Long-Term Care Rider on our IUL products. For IUL applications containing the LTC Rider, you still have the option to submit an e-App and send in the LTC Rider paper application separately. In today’s environment, being able
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Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
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Monthly modal premium factor lowered in Arizona and District of Columbia
Monthly modal premium factor lowered in Arizona and District of Columbia Effective November 20, 2020, the modal premium factor utilized to determine the monthly premium amount for EssentialLTC is being lowered in Arizona and the District of Columbia. The change will be from a current factor of .095 to a new factor of .0875. With this implementation, the monthly modal factor will now be .0875 in all states where EssentialLTC is available. The EssentialLTC State Variation document will be revised on November 20, 2020 to reflect this change. View the Financial Strength Flyer #goldencareagent #ngl
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Good partners grow with you
Good partners grow with you Our financial strength flyer highlights how our diverse product mix and history of financial strength and stability make NGL a go-to choice for Long Term Care insurance. EssentialLTC’s popular features are included in the flyer, showcasing how you can create a personalized policy within your client’s budget. Specializing in a suite of innovative products for life’s journey, we give people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace. We are proud to serve our partners and policyholders through connection, collaboration and compassion. View
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Larry Moore joins NGL as Regional Vice President – Individual Products
Larry Moore joins our long term care sales team We are pleased to welcome Larry Moore to the NGL long term care sales team as Regional Vice President – Individual Products. Larry has more than 30 years of LTCi experience and has been dedicated to approaching LTCi planning from an overall retirement and estate planning perspective. “I could not be more excited about my new opportunity with NGL,” shares Larry. “When I consider NGL’s position in the marketplace, I have not seen a better set of circumstances for any insurance carrier in many years. NGL is a robust and profitable
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Agent Portal How-To Video | Easily Submit Apps and Instantly Issue Policies
Not meeting clients in person during AEP? No problem! Watch a short video and see how easy it is to submit Advantage Plus applications and instantly issue policies on the Agent Portal. Watch Video Visit Agent Portal Agent Portal How-To Video | Easily Submit Apps and Instantly Issue Policies #goldencareagent #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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Underwriting Next Steps & LTC Awareness Month
Consumer Underwriting Next Steps flyer The Consumer Underwriting Next Steps flyer can help your clients understand and be prepared for the next steps in the underwriting process. The first page of the flyer contains helpful information regarding medical information, the personal health phone interview and the face-to-face interview. The back page can be used to gather information about their primary care physician, specialist physician and any current medications (prescription and over-the-counter). This is also available on the Agent Resource Center. November is Long Term Care Awareness Month In a year that has revolved around the COVID-19 pandemic, social distancing
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LTC Rate Refresh Transition Rule Best Practices
Recently, you should have received our communication outlining the transition rules, implementation dates and benefit option changes to the MutualCare® Solutions Portfolio for the states of Kansas, Maryland, Massachusetts, Pennsylvania and Wisconsin. I want to reinforce how important it is to take note of our transition rules as they were outlined: Old applications signed after October 31, 2020, will not be accepted Old applications signed by October 31st but received by Mutual of Omaha after November 13, 2020 will not be accepted In both scenarios, new applications would be required, and new rates and benefits options would apply. No exceptions
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