Updated Massachusetts Medicare Documents

Updated Massachusetts Medicare Documents The commonwealth (state) of Massachusetts has revised the Massachusetts Medicare documents that must be left with applicants prior to completing the application. Effective May 14, 2021, the following changes are being implemented for Massachusetts Application documents. New Replaces A Massachusetts Consumer’s Guide to Medicare (2021) Massachusetts Bulletin for People with Medicare Guide to Choosing a Medigap Policy (2021) Guide to Health Insurance for People with Medicare (2020)   The updated documents will be available on the EssentialLTC Agent Resource Center under the Massachusetts application documents on May 14, 2021. This can be accessed by selecting the
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Categories: Industry News, Long-Term Care, and National Guardian Life.

Mutual Income Solutions (DI) Dashboard Update

From the Desk of Michael Sladek On Friday, May 7th, we noticed a system issue with the Mutual Income Solutions dashboard. We have been working diligently to resolve the issue however, as of today, the issue has not been resolved. What you need to know You can quote, submit, and view your cases on the dashboard as normal but your upline will not be able to view these cases. Important: The functionality of the Mutual Income Solutions e-application, quoting tool, and e-signature process is NOT impacted by this dashboard issue. Please continue to submit your business as you normally would.
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

NGL – EssentialLTC Update

Annual Statements In the coming weeks, we will begin generating yearly statements on the anniversary date of inforce policies. The statement will provide the insured with policy information, coverage information, two privacy statements and a briefing on NGL’s financial strength. If you are the agent of record on a policy when the statement is generated, then you will receive a copy for your records.   EssentialLTC Product Introduction Guide Looking for an overview of the features and benefits that EssentialLTC can provide your clients? The EssentialLTC Product Introduction Guide provides all of this in one place. It gives a breakdown
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Categories: Industry News, Long-Term Care, and National Guardian Life.

NGL solidifies its commitment to Long Term Care insurance and gaining additional market share

With it’s recent upgrade to A (Excellent) from AM Best, National Guardian Life Insurance Company (NGL) is looking toward the future and solidifying its commitment to the Long Term Care insurance (LTCi) industry with its EssentialLTC long term care product. NGL believes that its diverse product mix, and history of financial strength and stability make it a go-to-choice for LTCi that customers can personalize within their budget. “As we look to the future, NGL is committed to further its expansion of our distribution into the long term care marketplace. NGL’s upgraded A (Excellent) rating from AM Best means we can
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Categories: Industry News, Long-Term Care, and National Guardian Life.

NEW! Phone number for financial professionals

NEW! Phone number for financial professionals We heard you, loud and clear. We pride ourselves on being good listeners. It’s how we align our products and processes with your needs. That’s why we’re excited to announce a new dedicated phone number for you and your team. NEW! dedicated phone line for financial professionals: 833-365-0329 Now you can look forward to: One phone number to access all your annuity and life insurance servicing needs, from new business to claims and everything in between Simple phone menu options – only listen to options applicable to you! Prioritized queuing – get your call
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Categories: Industry News, Life Insurance, and Securian.

Our Fully-Underwritten Products Are Now Available on Speed eTicket

From the Desk of Tess Grace We’re pleased to announce that our fully-underwritten IUL and UL products are now officially available on iPipeline Speed eTicket (Drop Ticket). Simply select the Life Protection Advantage IUL, Income Advantage IUL or AccumUL Answers Drop Ticket product when you enter iPipeline iGO e-App. You will complete a short client questionnaire with general client and product information, review and accept the Speed eTicket agreement, and iPipeline will submit the form to ExamOne. Then, ExamOne will work with your client to complete the required health questions and obtain either a voice signature or eSignature, order the
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Categories: Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Coming soon: Get appointed with Elips Life today…it’s easy!

Get appointed with Elips Life in one click! We’ll soon be launching Lumico Medigap Solutions and our new Med Supp paper underwritten by Elips Life Insurance Company To be appointed and considered ready to sell Elips Life on June 14, your authorization will need to be completed by May 28. Here’s how: Click to log onto Lumico Agent Center, then click “Agree”   Any authorizations completed after May 28 could result in a delay in being fully appointed and able to sell Elips Life on June 14. Have questions? Check out our Q&A page or email our Lumico Team directly
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Categories: Industry News and Medicare Supp./Adv..

Remember to enter effective dates in MyEnroller

Remember to enter effective dates in MyEnroller When you’re enrolling clients through Great Western Insurance Company’s (GWIC®) electronic application program, MyEnrollerSM, please remember to enter effective dates to make sure clients are not charged more than once in the first month. If an insured has requested a specified draft date, you have the ability in MyEnrollerSM to select a specific date — from the 1st through the 29th — to withdraw the premium every month. If a specified draft date is not selected, the default draft date will be the day of the effective date. Premiums are drafted in the
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Categories: Great Western, Industry News, and Life Insurance.

Attention Ohio producers: Best Interest changes are here!

Ohio has updated the requirements around Best Interest and suitability in annuity transactions. New training will be required to be able to submit applications for any annuity products, including Asset Care annuity funding whole life. These changes for Ohio went into effect February 14, 2021.   Updated training course required by each state Producers who have previously taken the four-hour state generic annuity suitability course can now have the option of taking either the one-hour catch-up training course on annuity best interest, or they can take the newly created four-hour course on annuity best interest suitability by August 14, 2021.
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Categories: Industry News, Linked Benefit/Hybrids, and OneAmerica.

GWIC Commission Schedule Reminder

Thank you for selling Great Western Insurance Company’s (GWIC®) Final Expense. Your continued support is appreciated. GWIC is committed to the Final Expense market and providing quality products to clients. After completing a thorough review of the Final Expense product, we have decided to change the commission chargeback rule in the event of death. If the death of the policyowner occurs within the first 12 months of the policy being issued, 100% of commissions will be charged back. In accordance with your Agent Agreement and Commissions Schedule, GWIC will apply the changes to the chargeback rule on May 1, 2021.
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Categories: Great Western, Industry News, and Life Insurance.