Note Important new changes to the MutualCare Solutions E-App guide. In an effort to protect data, there is an update in the LTC eSignature Authentication process; When the client clicks the link from the email, they must authenticate themselves by entering certain fields. Now, there is a limit on the number of times the client may attempt to authenticate. If the client fails to successfully answer the authentication prompts 5 times in a row, he/she will be “locked out”. At this point, producer or the upline may unlock the client’s access by re-sending the signature email. After the producer/upline has
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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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Partnership exchange mailing in Illinois Following the Partnership policy approval in Illinois in 2019, we are happy to announce that the exchange of eligible National Guardian Life Insurance Company (NGL) EssentialLTC policies issued in Illinois began on May 26, 2020. Click here for more information. Updated marketing materials Newly updated marketing materials are now available and ready for you to download from the Agent Resource Center. We will continue to share materials as new ones are created or existing ones are updated with the new NGL logo. Updated documents available: Agent Guide – Information about commissions, underwriting, agent licensing, HIPAA,
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Submit your long term care applications Your business is important to us and we want to make sure you have the tools needed to serve your community. We continue to accept NGL EssentialLTC long term care applications up to the nearest age 79. Items to keep in mind: Applications will not be closed or rejected based on age. Depending on the state you are in and if you are experiencing a stay-at-home order, it might take a little longer than usual for the face-to-face interview. We are making every effort to complete the scheduled exams for applicants who are currently
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eApps are already starting to come in from Thrivent’s recently launched iGo tool. Please note a few updates designed to make the process smoother. Thrivent has created a video walkthrough of the eApp, where the Product Development team also walks producers through the built-in illustration system. Click here for the Thrivent eApp Video Walkthrough Thrivent has also revised the User Guide and Illustration guide to provide more clarity. User Guide updates: Representative’s Information (Page 17) Updated to clarify that when entering your Thrivent Agent Code, just enter the last 5 digits of your Thrivent ID – exclude the F0 part
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