As REQUIRED by federal regulation, all producers writing permanent life or annuity products must complete the Anti-Money Laundering (AML) training. Each producer that completed AML training prior to January 1, 2020 is required to complete AML renewal training by June 30, 2020. The renewal course is titled “Money Laundering and Cybercrime – Anti-Money Laundering for Insurance Review” will automatically be assigned by LIMRA and takes approximately 30 minutes to complete. Mutual of Omaha has contracted LIMRA to provide anti-money laundering training at no cost to you. Once you’ve completed the course, LIMRA will automatically send Mutual of Omaha a notification.
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The Risk is Real
While most people don’t think twice about purchasing auto, homeowners’ or even life insurance, they often fail to realize that their most valuable asset is their ability to earn an income. Suffering a disability for any length of time because of a sickness or injury could have devastating financial consequences for clients. Here are some insights into how real the risks are: At least 51 million working adults in the United States are without disability insurance other than the basic coverage available through Social Security. Only 48 percent of American adults indicate they have enough savings to cover three months
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Administrative alert! Product updates to SecureCare Universal Life
Administrative alert! Product updates to SecureCare Universal Life Securian Financial is committed to building secure tomorrows by doing the right thing today. To deliver on this promise and in response to the historically low interest rate environment, Securian Financial will implement the following product updates to SecureCare in all Compact states1 and South Dakota on July 18, 2020. These updates will be implemented in other states as they are approved. Please note: these changes impact new business only, there are no changes to in-force policies. There is no change to the product structure, contract language, forms, compensation or types of
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Our new brand | Thrivent
Our new brand We are transforming the way we do business, including our brand, to ensure we’re continuing to put our clients at the center of everything we do, and that the experiences you have with Thrivent are better than ever before – from a redesigned website, to new digital tools and streamlined processes that will make things easier for you. Our new brand reflects our fundamental purpose as an organization: we believe humanity thrives when people make the most of all they’ve been given. We’ve also refined our promise to you: we’re here to help you achieve financial clarity,
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Medicare Center: Text to Enroll!
Medicare Center: Text to Enroll! New for AEP 2021 Offering Agents the Greatest Flexibility in Telework, Customer Engagement and Increasing Medicare Enrollments. With easy and flexible functionality, all agents can build seniors’ trust and retain customers for life. Available for call centers and field agents to: PREFILL ENROLLMENT APPLICATIONS Send link via text or email for seniors to review, sign and submit their enrollments. BUILD RELATIONSHIPS Engage seniors on the phone and verbally communicate a personal code so they can enroll with your guidance right then and there. ENGAGE SENIORS THE WAY THEY WANT TO ENGAGE Let your customers
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Updated LTC Cost of Care Numbers
With the rising costs for long-term care services, how can your clients afford not to have long-term care insurance? Mutual of Omaha’s Cost of Care brochure provides an easy-to-read chart of how much long-term care services cost by state. The brochure is a great way to help your clients understand the financial protection long-term care insurance provides. View Cost of Care Study → With these statistics, the evidence is clear: long-term care insurance is essential to protect the financial future of your clients and their families. Not to mention, it keeps them happy, in their home, and
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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
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Attention Agents Selling New Whole Life Product
Proof of your AML completion is required in order to get your new Heritage Whole Life policies issued. If you are planning on selling GTL’s new Heritage Plan Whole Life Product and you have not yet done so, please send proof of your AML completion (e.g. an image) to agency@gtlic.com. If you have not completed AML training or have a completion date of older than 24 months, you can visit WebCE, QuestCE or Kaplan for online training. Thank you for your business! Attention Agents Selling New Whole Life Product #goldencareagent #gtl
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ePolicy Delivery now available for SecureCare
When in-person isn’t the best option Our ePolicy Delivery capability is now available for SecureCare Universal Life1! ePolicy Delivery provides a paperless delivery experience so your clients can still get the coverage they need – even if you can’t meet with them in-person. New challenges call for new solutions. Check out our “How to write SecureCare remotely” e-toolkit to find the tools you need when meeting clients face-to-face isn’t the best option: 12 tips for web meetings with clients: hold an effective virtual meeting with clients – no matter where they are. Why SecureCare consumer brochure: personalize it with your
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Underwriting and New Business participation guidelines extended
Participation guidelines in response to COVID-19 extended to September 15, 2020 In April 2020, Securian Financial implemented changes to our underwriting and new business participation guidelines in response to COVID-19. These changes, shown below, will continue in effect until at least September 15, 2020. Please also note that effective today, June 3, 2020, all WriteFit1 applications must be submitted electronically. We have successfully transitioned to an eApp environment over the past 60 days. New applications submitted via paper will be fully underwritten and will not be transferred to eApp for WriteFit consideration. Please connect with your New Business team if
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