Attention Agents Selling Heritage Plan Whole Life

Heritage Whole Life Update Social Security Drafting Information When selecting Social Security Drafting for GTL’s new Heritage Plan Whole Life Product, if approval date is after the selected draft option, please select an effective date for the policy to be the 1st of the following month in order to have the draft occur on the next expected Social Security payment date. Example 1 The client wants a July 1st effective date and a 2nd Wednesday drafting is requested. ► The first policy draft will occur on Wednesday, July 10th. Example 2 If the policy is effective July 15th and a
Read More

Categories: Guarantee Trust Life, Industry News, and Life Insurance.

Heritage Whole Life Update: Social Security Drafting Information

Heritage Whole Life Update Social Security Drafting Information When selecting Social Security Drafting for GTL’s new Heritage Plan Whole Life Product, if approval date is after the selected draft option, please select an effective date for the policy to be the 1st of the following month in order to have the draft occur on the next expected Social Security payment date. Example 1 The client wants a July 1st effective date and a 2nd Wednesday drafting is requested. ► The first policy draft will occur on Wednesday, July 10th. Example 2 If the policy is effective July 15th and a
Read More

Categories: Guarantee Trust Life, Industry News, and Life Insurance.