As we head into 2025, we’ve made updates to our long-term care tax guides, ensuring you’re well-equipped with the latest tax information. These updates include comprehensive revisions to the LTC Agent Guide, as well as the Tax Advantages for Business Owners and Tax Advantages for Individuals flyers. The updated guides are available for download via Forms and Materials or and Sales Professional Access (SPA). These updated resources will help you stay informed to help clients make well-informed decisions about long-term care planning in the new year. Take a look at the updated guides on SPA by clicking here. – Tax
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Reminder: Key Deadlines for Mutual Income Solutions
As we prepare for the discontinuation of disability income insurance sales effective January 18, 2025, please note the following important updates: Applications (both Paper Part A and Paper Part B applications) must be completed in full and submitted to the home office by January 17, 2025. This means you must submit both parts of the application before the deadline. Incomplete or delayed submissions will not be accepted after January 17, 2025. Pending business will continue to be processed as normal, and case status can be found at mutualincomesolutions.com or case monitoring on Sales Professional Access. The DI Bonus Program ends
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1/15: Deep-dive webinar on Thrivent’s Traditional LTC
A Deep-Dive on Thrivent’s Traditional LTCi Solution (Webinar) Wednesday, January 15, 2025 at 2:00 PM Central Learn about the benefit-rich standalone LTCi product, backed by an A++ rated fraternal insurer, that is now available to independent producers. We’ll discuss the benefits, riders and sweet spots where Thrivent shines. This session provides a deeper look at Thrivent’s traditional LTC solution, including: A refresher on Thrivent’s differentiators against others in the industry. Innovative inflation options Underwriting niches and the importance of prescreening health. Caregiver resources by Homethrive Register Now IMPORANT: At registration, when prompted for “Your Thrivent BGA”, enter GOLDENCARE. This
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Thrivent Upcoming holiday schedule
Upcoming holiday schedule Please note that Thrivent will be closed on the following days: January 20: Martin Luther King Jr. Day February 17: President’s Day #goldencareagent #thrivent #ltc
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Welcome to ManhattanLife’s 175th Year!
Welcome to ManhattanLife’s 175th Year! We hope everyone had an enjoyable holiday season with family and friends. ManhattanLife sincerely appreciates your hard work and continued dedication. Now let’s see how we thrive in 2025. This year is especially historic as it marks the company’s 175th anniversary! From the 19th century streets of New York, through industrial revolutions, wars at home and abroad, to the growing demand for supplemental coverage and a seismic move to the state of Texas, we have evolved. Though we’ve faced some challenges over the decades, they have been well exceeded by our many triumphs. The brand
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Reminder: Important Information Regarding Our Disability Income Product
After a comprehensive strategic review of our individual disability income product, Mutual Income Solutions, we have made the difficult decision to discontinue disability income insurance sales in all states effective January 18, 2025. Our review considered many factors including the continued evolution of the disability income insurance marketplace and lower than expected sales year-over-year. It is important we periodically evaluate our strategic opportunities and ensure alignment with our long-term growth strategy and that’s why decisions like this are never easy. As a Fortune 500 company with consistent A+ ratings, Mutual of Omaha remains committed to protecting our policyholders and investing
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Bankers Fidelity® Home Office Closures
Season’s Greetings, The Bankers Fidelity® Home Office will close early at 12:00 PM on Tuesday, December 24, 2024, and remain closed on Wednesday, December 25, 2024, in observance of Christmas. Any calls or emails received during this time will be promptly returned when we reopen on Thursday, December 26th, 2024. We remain committed to supporting you and addressing any questions or concerns. In recognition of New Year’s, the Home Office will also close early at 12:00 PM on Tuesday, December 31, 2024, and remain closed on Wednesday, January 1, 2025. We will respond to any messages when we resume regular
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A year of improvement
Thrivent has been listening to your feedback and making enhancements throughout 2024 to streamline our process and make working with us even easier. Some of our key enhancements from this year include: Lifetime renewals — Moved from a 10-year renewal cap to lifetime renewals on life-pay policies last January. Statement of Good Health — We no longer require a signed Statement of Good Health form to be completed by the agent and client IF the outstanding requirements are received within 60 days of completion of the Declaration of Insurability. Enhanced agent support site — Relaunched the Strategic Partners site for
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Commissions now paid weekly
Commissions now paid weekly We are excited to announce that as of December 1st, 2024 we have officially reduced our commission processing time. We will now provide weekly commission payments, improving on our previous turnaround time which typically averaged two weeks With this new process we are continuing to build on our foundation of continual improvement and on our dedication to helping you serve your clients from a place of strength and clarity. #goldencareagent #thrivent #ltc
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Thrivent’s 2024 Holiday Schedule
2024 Holiday Schedule As we close out the year, now is a great time to reflect on the clients you’ve helped plan for an extended care event. It’s also a great time to think about your top 10 clients you’d like to help in planning to fund their future care needs. Identify some key clients and connect with our team after the holidays about how we can help you engage these clients in a discussion on long-term care planning. Holiday Hours 12/25: Office Closed for Christmas Day 1/1: Office Closed for New Year’s Day We look forward to working with
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