Effective October 12, 2019, MutualCare Solutions (LTC13) applications submitted using the e-application platform through Paperless Solutions Group will now feature an automatic submit process after both the producer and client have signed. During the email signature process If the client signs first, an email will be sent to the producer and marketer that the client signatures are complete. The producer will then need to sign the application and once complete, the application will automatically submit If the producer signs first, an email will be sent to the client to complete their signature. Once the client signs the application, it will
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Critical Advantage Portfolio E-App Enhancements
Effective October 12, 2019, Critical Advantage applications submitted using the e-application platform through Paperless Solutions Group will now feature an automatic submit process after both the producer and client have signed. During the email signature process If the client signs first, an email will be sent to the producer and marketer that the client signatures are complete. The producer will then need to sign the application and once complete, the application will automatically submit If the producer signs first, an email will be sent to the client to complete their signature. Once the client signs the application, it will be
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Illinois Partnership Passive Exchange
In December 2018, Mutual of Omaha announced the Illinois Partnership approval. The next phase of the process begins October 2019. Impacted customers, those with relevant policy forms and meeting state inflation protection requirements, will receive notification letters beginning mid-October. This letter will inform customers their LTC policy is now partnership-approved. Click here to view the Partnership Program page on Sales Professional Access (SPA) for more information on LTC Partnership. Illinois Partnership Passive Exchange #goldencareagent #mutualofomaha
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Precision Care Cancer Insurance Now Available in Florida
Precision CareTM now available in Florida! Available on Paper, Agent Portal, e-App and Windows 10 App. Download/Update for Apple Devices Download/Update for Android Devices Download/Update for Windows 10 PCs GTL’s Precision CareTM Cancer Insurance is a revolutionary lump sum cancer plan that also pays for your clients’ access to TGen’s world-class genomic sequencing services and one-on-one consultations. Watch Video View Website Order Supplies On GTLink Earn more this AEP! Selling Precision CareTM counts towards GTL’s 4th Quarter Bonus Program! Learn More GTL’s New Precision CareTM is currently available for the following states. More coming soon!
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Important Notice For MedAmerica Agents
Important Information Regarding Your MedAmerica Agent Login Account On the evening of October 16, 2019, MedAmerica will deploy changes to our Agent Website that will require you to recreate your Agent Login account. YOU WILL NEED TO CREATE A NEW ACCOUNT — NEW USERNAME AND PASSWORD. The Username you choose for your new account must be different from your current Username. Please review the email address associated with your account to ensure that you will be able to successfully create your new account. On October 17, 2019 when you click AGENT LOGIN to access your account, choose “Create a new
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Changes to life product portfolio: 2017 CSO updates
Important dates and transition timelines Beginning January 1, 2020, any new life products issued must use the 2017 Commissioners Standard Ordinary (CSO) Table. In an effort to streamline our product offerings and launch new, innovative life insurance products, there will be some changes to our product lineup through the end of the year (2019). Below is a summary of current products and corresponding replacements and retirements. Products that are already 2017 CSO/PBR (Principal-Based Reserving) compliant are excluded from this list. Indexed Universal Life (IUL) Current product Replacement product (2017 CSO/PBR compliant) Orion IUL Eclipse Accumulator IUL (coming December 14, 2019)*
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SureBridge Notification: Additional Carriers Blocking Text Messages
Additional Carriers Blocking Text Messages for “In Person” and “Text” Signature Methods Please be aware, as with T-Mobile and Verizon, more carriers are implementing new security measures that are blocking our text messages containing the 4-digit SMS access codes, and/or the link for new applicants to sign their DocuSign documents. We have been informed that the issue is now occurring with AT&T as well as other carriers, suck as Cricket. Rest assured we are currently working on a solution that will resolve these issues. In the meantime, we suggest customers select “Sign via Email” as their Signature Method as opposed
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Transamerica Agent Resource Center (ARC) Scheduled Downtime
Transamerica Agent Resource Center (ARC) Scheduled Downtime on Saturday, October 12 The Agent Resource Center (ARC) will be temporarily offline on Saturday, October 12 for scheduled website maintenance and enhancements. We apologize in advance for any inconvenience. ARC will return to normal operation on Sunday, October 13. Questions? Please contact the Transamerica sales desk at 888-545-2713. Transamerica Agent Resource Center (ARC) Scheduled Downtime #goldencareagent #transamerica
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Reach Out to Self-Employed Clients
Reach out to your self-employed clients and discuss income protection. Disability income Insurance is the most overlooked and misunderstood of the major forms of insurance. Self-employed individuals are solely dependent on their ability to keep working. Loss of income due to an accident or sickness, even for a few months, may close the door on their dream of being a self-employed business owner. For more information, check out the Sales Idea flyer. Reach Out to Self-Employed Clients #goldencareagent #mutualofomaha
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Video Interview: LTC Underwriting Insights
Meet our underwriter, Bill Spano. Hopefully, you’ve seen our previous two videos featuring underwriters Demerri Bond and Carol Carville. Their unique perspectives provide helpful insight into our processes and they even provide a few tips for you, as well. Insurance is a family business for Bill Spano- he became an underwriter thanks to the encouragement of his siblings. It seems to be a good fit too, as he enjoys building relationships with agents and brokers, helping them out however he can. Take a couple minutes to check out Bill’s video and you’ll hear him discuss how you can get quick
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