New All-in-One piece discusses benefits to membership As a membership-owned organization, Thrivent answers to our clients — never to shareholders on Wall Street. By operating this way, we build relationships based on transparency and trust. We’re a client-first community with shared values that offers financial guidance that reflects your unique goals. See how Thrivent differs from other insurers with this overview of Thrivent’s member benefits. Who we are How we’re different What we offer Workshops and Events Partnering Highlights of strength The benefits of membership Thrivent Action Teams Thrivent Choice This piece is currently DOWNLOAD ONLY and can be found
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New Sales and Marketing Process Brochure
Six Steps to LTCi Sales Boost your LTCi sales by furthering your product and sales process knowledge! Our new Sales and Marketing Process brochure breaks the sales process down into 6 thoughtful steps, helping you organize your approach to sales. This handy brochure also suggests other educational material for each step in the process, so it’s an invaluable resource for learning all things LTCi. Check out the steps and how they can help you jump start sales by downloading the brochure. New Sales and Marketing Process Brochure #goldencareagent #mutualofomaha #longtermcare
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2021 Partnership Minimum Benefit Requirements for CA, CT, IN and NY
Each year, the original Partnership states (CA, CT, IN and NY) revisit certain minimum benefit requirements to qualify for their Partnership programs. The requirements that are changing for 2021, as well as some (but not all) minimum Partnership requirements that not changing, are listed below. California Partnership The following minimum benefit requirements for Partnership in California are not changing for 2021. Requirements 2020 2021 Minimum Daily Benefit $230 $230 Minimum Monthly Benefit $7,130 $7,130 Connecticut Partnership The minimum monthly benefit required in 2021 for Connecticut Partnership plans will be $9,095. Because this amount is higher than the current maximum
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Happy New Year from our GoldenCare Family
As 2020 comes to an end, we would like to say “THANK YOU!” to all of our agents, clients and colleagues for a successful year! We appreciate your business, teamwork and loyalty and look forward to serving you in 2021! To better serve you this week, please review our New Year’s Schedule (below) and submit your business to GoldenCare by 4:30 PM Central on Wednesday, December 30th, to allow time to process. GoldenCare Office Closures For New Years: • Thursday, December 30th — CLOSED • Friday, January 31st, 2021 — CLOSED #goldencareagent #family #happyholidays
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Reminder: Holiday Hours for Securian’s SecureCare Team
SecureCare tele-interview and underwriting holiday hours Please take note of the following holiday office closures: Christmas Eve (Dec. 24): Closed at 3 p.m. CST Christmas Day (Dec. 25): Closed Boxing Day (Dec. 26): Closed New Year’s Eve (Dec. 31): Closed at 5 p.m. CST New Year’s Day (Jan. 1): Closed We hope that you and your loved ones stay safe and healthy. #goldencareagent #minnesotalife #securian
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New SecureCare sales idea
SecureCare Funding Source: RMDs Since SecureCare Universal Life’s maximum payment age is now age 80 in most states, this allows older clients to take advantage of longer payment duration options and — potentially — a new premium funding strategy. If a client doesn’t need to rely on required minimum distributions (RMDs) from their qualified accounts for retirement income, they could use their RMDs to fund SecureCare. If you have older clients who are late to the long-term care (LTC) planning game, then this is a sales idea you’ll want in your repertoire! Get the flyer Contact Us Questions? Please
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Happy Holidays from our Lumico family to yours!
Wishing you a warm and wonderful holiday! During this time of year, we’re reminded of how thankful we are for you. We value the partnership we’ve built together, and working with you has brought us joy all year round. We hope you find some time to safely celebrate and enjoy the holidays with your family, friends and loved ones. Cheers to a prosperous and bright 2021! Happy Holidays! Lumico Team Lumico — Insurance Made Clear. #goldencareagent #lumico
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New Jersey Medicare Supplements are Here
Lumico Now Available for Sales in New Jersey! Effective today Lumico will begin accepting new business sales in the state of New Jersey for Medicare Supplement plans. These competitive new rates are among the best in the state while delivering the same great service you have grown accustomed to with Lumico. Remember, visit the agent portal to get started with an e-application today. View the New Jersey Rate Sheet View the Lumico State Availability Map Lumico — Insurance Made Clear. #goldencareagent #lumico
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LTC06UI Rate Adjustments Effective March 1, 2021
Long-Term Care insurance (LTCi) is a core product for Mutual of Omaha, and we intend to remain a key player in this market for years to come. To fulfill this commitment, we actively monitor emerging industry trends and make any adjustments necessary that enable us to keep our promises to policyholders and remain competitive in the marketplace. For this reason, we will be implementing the following rate adjustments effective March 1, 2021: Block of Business Impacted States LTC06UI Delaware For a complete rate history, see the state approval grid on Sales Professional Access. Policyholder Notification Process Policyholders will receive
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LTC04I, LTC04G and LTC06UI Rate Adjustments Effective April 1, 2021
Long-Term Care insurance (LTCi) is a core product for Mutual of Omaha, and we intend to remain a key player in this market for years to come. To fulfill this commitment, we actively monitor emerging industry trends and make any adjustments necessary that enable us to keep our promises to policyholders and remain competitive in the marketplace. For this reason, we will be implementing the following rate adjustments effective April 1, 2021: Block of Business Impacted States LTC04I, LTC04G and LTC06UI Maine For a complete rate history, see the state approval grid on Sales Professional Access. Policyholder Notification Process
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