Successful Quoting Starts with Understanding Underwriting CSG Actuarial’s Advanced Underwriting Filter alerts agents about their client’s declineable health conditions and medications and provides a list of carriers that may accept their client. Here’s how it works: While running the initial quote, the agent adds client’s health conditions and medications Quote results remove carriers who label those entries as a decline Option to see view look-back period on application The Advanced Underwriting Filter saves you from submitting applications that will automatically be declined. For complimentary access, or to learn more about our tool, contact GoldenCare at 800-842-7799 or email marketing@goldencareusa.com.
Read More
Thrivent Named One of the 2020 World’s Most Ethical Companies
THRIVENT NAMED ONE OF THE 2020 WORLD’S MOST ETHICAL COMPANIES BY ETHISPHERE February 25, 2020 | Samantha Mehrotra, Public Relations Manager Recognition honors those companies that take the long view with a purpose-based strategy and strive to create positive change throughout their global communities. Minneapolis — Thrivent, a diversified financial services organization, has been recognized by Ethisphere, a global leader in defining and advancing the standards of ethical business practices, as one of the 2020 World’s Most Ethical Companies. Thrivent has been recognized nine years in a row and is one of only five honorees in the financial services industry.
Read More
Securian Financial reports strong 2019
Securian Financial reports strong 2019 February 24, 2020 ST. PAUL, Minn. –(BUSINESS WIRE)–Securian Financial announced preliminary 2019 financial results at its annual all-company meeting last week, highlighted by strong revenue growth and increased community giving. “In 2019, we delivered excellent operating performance consistent with our 140-year history of outstanding financial strength,” said Chris Hilger, Securian Financial’s chairman, president and CEO. “At the same time, we invested in our strategic business priorities and enhanced our community commitment. Most importantly, we again fulfilled our purpose by paying $5.6 billion in statutory benefits to our customers and their families when they needed us
Read More
Important Changes To SureBridge Agent Emails
Changes to Producer & Agency Welcome Emails and DocuSign Account Activation Reminder Emails Important Updates — We wanted to make you aware of some changes that were recently made to our Producer and Agency Welcome emails and DocuSign Account Activation Reminder emails. Welcome Emails Users will now receive 2 emails: The first email will be the same Welcome email they receive today, with the exception of “Your password will be delivered in a separate email” replaced the Password line. The second email will contain their temporary password. Welcome email will CC the immediate reporting authority and BC the top level
Read More
Dental, Industry News, and SureBridge.
Dental, Dental Vision Hearing, DVH, hearing, insurance, SureBridge, and vision.
Dental, Dental Vision Hearing, DVH, hearing, insurance, SureBridge, and vision.
SureBridge New DVH Product In Maryland & POS Tool Updates
SureBridge Product Releasing on Friday, February 21 • Prime DVH* — MD Please refer to the Supplemental Product & UW Guide, training guide, and brochures on the Broker Portal for product details. See our chart for SureBridge product availability by state. * Prime DVH Training To best serve our customers, please complete the Prime DVH training module prior to selling this product. To verify that you have completed the course, click on the “Training” tab from the Home page of your Broker Portal. Next, click on the “SureBridge University” button under LINKS on the right side of the page.
Read More
Dental, Industry News, and SureBridge.
Dental, Dental Vision Hearing, DVH, hearing, insurance, SureBridge, and vision.
Dental, Dental Vision Hearing, DVH, hearing, insurance, SureBridge, and vision.
Eclipse Protector II IUL: Get 3 benefits in 1
Eclipse Protector II IUL: Get 3 benefits in 1 When you think about long-term guarantees and competitive premiums, Guaranteed Universal Life (GUL) may come to mind. But if your clients are looking for affordable, lifetime protection and greater potential for cash accumulation – you may want to consider Indexed Universal Life (IUL) insurance. Find out how Eclipse Protector II IUL compares by offering the best of both worlds. View Flyer Contact Us Questions? Please call Securian’s Life Sales Support Team at 1-888-413-7860, option 1. Eclipse Protector II IUL: Get 3 benefits in 1 #goldencareagent #minnesotalife
Read More
Life insurance inforce payments going to new address
Important announcement: Life insurance inforce payments going to new address Effective February 2020, all life insurance payments for inforce policies will go to our new PO Box addresses – one for Securian Life Insurance Company and another for Minnesota Life Insurance Company. If payments are sent to our old address after this date, they will be forwarded to Securian Financials’ home office until 2021. Please note, for clients with direct billing payments through a bank, they may need to update our address with their bank. Here are the new addresses for life insurance payments: Securian Life policies: Securian Life Insurance
Read More
Sales Professional Access Case Monitoring Enhancement
Mutual of Omaha is continually evaluating opportunities to improve our business processes and tools to help you get your applications issued quicker. We are excited to announce a new case monitoring enhancement. Effective February 16, 2020, the case monitoring dashboard on Sales Professional Access has been updated to display more accurate and detailed requirements. Examples of the new Requirement Headings are illustrated below (click to enlarge): As always, if you have any questions regarding your case status or any outstanding requirements, please reach out to Case Management at 800-275-5528. Sales Professional Access Case Monitoring Enhancement #goldencareagent #mutualofomaha
Read More
LTC Commission Timing and No Cash with Application Update
Beginning February 23, compensation will be paid at the time the first premium payment is received, all Post Issue Requirements (PIRs) are complete and the case is considered placed. Applications signed on or after this date will be effective on the date the policy is issued. Date of application will no longer be a coverage effective date option. As we implement these changes, there are important dates and details to remember: February 23, 2020 Policies issued will be effective on the date of issue. Replacement cases will still have the option to elect a date after policy issue. Initial premium
Read More
Save Time with the DI Tele-Application!
The DI tele-app facilitates a faster application process, you don’t have to ask medical questions, and reduces the need for call-backs to your customers by allowing our trained nurses to gather your clients’ medical information. Advantages of the DI Tele-app Simplifies the sales process for both the agent and the client Don’t have to ask awkward medical questions Quicker issue time Fewer attending physician statements Client answers medical questions only once by a trained nurse regarding activities, health habits, occupation(s), and medical history Materials Available Next Steps brochure If you have any questions, please contact Mutual of Omaha’s Sales Support
Read More
