Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments effective March 1, 2021. Amplifon Hearing Aid Discount Change Hearing aid discount offer will expire on January 31, 2021. 4th Quarter Mutual Matters Publication is Available on SPA The 4th Quarter version of Mutual Matters is now available on SPA. 2021 Med Supp Broker Bonus Program Make some extra cash, when you write Medicare supplement policies, through our Broker Bonus program. Upcoming Rate Adjustment View upcoming rate adjustment for Nevada, effective April 1, 2021. Dental: Dental Rate Reduction in Washington Washington has approved a rate reduction
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Medicare Solutions – Omaha Family of Companies
Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for Florida Supplement and Select, effective February 1, 2021. Do Your Medicare Clients Have Cancer or Heart Attack and Stroke Coverage? As the nation ages, the chances of people suffering from cancer or heart disease increases. Learn how you can help your clients fill the gap between coverage and out-of-pocket expenses. Dental: Spotlight on Dental-The Need Review the many ways Dental insurance can benefit your Medicare supplement clients. #goldencareagent #mutualofomaha
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New Underwriting Guidelines Booklet – Now Available
The Life Insurance Underwriting Guidelines booklet has been updated for January 1, 2021 and is now available to order. Changes effective January 1, 2021 include: The IRS Tax Transcript form number that was previously 4506T-EZ has been updated and is now 4506-C. The new 4506-C tax transcript form is available to download on SPA. The generally acceptable maximum face amount for juveniles has been increased from $100,000 to $250,000; and the maximum we will consider has been increased from $250,000 to $500,000 We will now request a pharmaceutical check (Rx) for all Juvenile policies The updated guide is available to
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New All-in-One Overview of Member Benefits
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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