The tools you need to close the sale-all in one spot What if every illustration included an interactive web-based client presentation? At Securian Financial, we’ve created an innovative digital illustration presentation page on both Eclipse Accumulator Indexed Universal Life (IUL) and Variable Universal Life (VUL) Defender illustrations. You’ll find this tool makes it simple to present, answer client questions, provide resources and submit cases by providing: an interactive graph based on illustrated values sections for easy product presentation added resources to help your client understand the product and track their policy status once they apply easy-to-access link to submit your
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Securian: A holiday service message
A holiday service message Dear valued partners, Thank you for your business and patience throughout 2021. I recognize Minnesota Life/Securian Life life and annuity service results have been inconsistent in a number of areas. We are working hard to improve our service offerings and meet your needs. We take our commitment to service quality and your experience as our customers very seriously. The investments we have been making in service stabilization give us confidence that you will see a marked improvement in 2022. I want to extend gratitude for your relationship and perseverance in protecting the hopes and dreams of
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Underwriting hot topic: COVID-19 guidelines extension
COVID-19 guidelines continue until March 31, 2022 In 2020, Securian Financial began implementing participation limits in response to COVID-19. We’ve actively reviewed and updated these participation guidelines as we continued to monitor COVID-19’s impact. The changes we implemented July 1, 2021, will now be extended through March 31, 2022. View guidelines Contact us Questions? Call our Securian Life Sales Support Team at 1-888-413-7860, option 1. #goldencareagent #securian
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New! eValuate underwriting quote process
Get an underwriting quote in minutes At Securian Financial, we know your time is valuable and you shouldn’t have to wait weeks for a quote. So, we’ve been working with Paperless Solutions GroupSM to offer you and your clients access to eValuate, a quoting tool that provides underwriting quotes in minutes. When eValuate launches in early 2022 it will provide: Fast underwriting quotes for a variety of impairments Dynamic quoting – as you enter more information, the quote updates automatically The ability to see multiple carriers’ quotes by quote class Please note, eValuate is not available for SecureCare Universal Life
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A quick guide to SecureCare app/UW process
Whether it’s your first case … … or your 100th, it’s always a good idea to keep your back-office game fresh. This short video will walk you through a brief overview of SecureCare Universal Life’s application and underwriting process so you can make your next case an underwriter’s dream (or something close to it, at least). Plus, you’ll find links to application and underwriting tools — like our pre-screen checklist and consumer tele-interview guide — so you’ll be prepped for success. Get started Contact us Questions? Call our Securian SecureCare Sales Support Team at 1-888-900-1962. #goldencareagent #securian
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SecureCare UL sales in WA resume
SecureCare sales in WA resume Effective November 17, 2021, we are resuming sales of SecureCare Universal Life to Washington state residents. Please note: backdating will not be available to meet the guidelines for exemption from the WA Cares Fund. For SecureCare marketing resources, please visit our webpage. View marketing materials Contact us Questions Please call our SecureCare Sales Support Team at 1-888-900-1962. #goldencareagent #securian
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Industry News, Life Insurance, and Securian.
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insurance, life, Life Insurance, Minnesota Life, SecureCare, SecureCare UL, Securian, Securian Financial, Securian Life, Securian Life Insurance Company, WA Cares Act, WA Cares Fund, WA LTSS Trust Act, WA State, WA Trust Act, Washington, Washington state, and Washingtonians.
Securian 2021 Year-End guidelines
Thank you for your continued business this past year. As we approach the end of 2021, please keep in mind the following dates and guidelines to ensure that all your business processes in a smooth and timely manner. PLEASE NOTE: Given the current extended processing turnaround times, we are not able to guarantee that requests received during the last week of the year will have all requirements completed in time for the policy to be paid in 2021. Our service teams understand the importance of meeting this deadline and are operating at full capacity. Date Deadline December 10 Recommended last
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Minimum funding, maximum LTC protection
LTC sales lagging? Reinvigorate your sales process with this SecureCare Universal Life sales strategy. Here’s how it works: Understand when a client should get Long-Term Care (LTC) coverage Use that knowledge to kick start the LTC conversation Show your client that maximized protection is possible with a minimally funded policy It can be a simple and transformative strategy. Check it out Contact us Questions? Call our Securian SecureCare Sales Support Team at 1-888-900-1962. #goldencareagent #securian
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End of Year Pay Information
The holidays will be here before you know it, please make sure you have these important dates marked in your calendar. Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on the following days: Thanksgiving: Thursday, November 25, 2021 and Friday, November 26, 2021 Christmas: Friday, December 24, 2021 New Year’s: Friday, December 31, 2021 The past pay cutoff in 2021 for Life and Health is Thursday, December 31. This is the last pay cycle to be paid in 2021. Life Cutoff Dates Holiday Date Holiday Observed Cutoff – New Issues and Renewals Check
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Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
holiday, insurance, life, Life Insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, omaha, pay schedule, United of Omaha, and United World.
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7702 changes now in effect for SecureCare UL
7702 changes now in effect for SecureCare UL Effective today, November 1, 2021, the guaranteed interest rate on new SecureCare Universal Life (SecureCare UL) applications was updated to comply with the Consolidated Appropriations Act of 2021, which lowers the interest rate assumptions used in Section 7702 of the Internal Revenue Code. SecureCare UL’s new guaranteed interest rate is now available in the illustration software. All new applications will receive the new guaranteed interest rate. In order to receive the old guaranteed interest rate, an application must have been received no later than October 29, 2021, and it must be approved,
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