Sentinel Security Life – Product Updates 05/05/2014
Sentinel PlanAnnuities
Summit Bonus Index Now Available in Washington!
We are excited to announce that Summit Bonus Index is now available for sale in the state of Washington. With our rate increase on our Fixed Account and higher caps, this product is better than ever before! Materials are available below for your use.
Please note that in the state of Washington, there are NAIC State-Specific Annuity Suitability Requirements. With the launch of our Summit Bonus Index today, 05/05/2014, agents will be required to take Sentinel’s Product Specific training. Any agent that writes an annuity in
Washington (regardless of their state of residence) will need to complete the product training prior to the sale. The training can be taken at any time.
Agents are able to access the Annuity Product Specific Training by CLICKING HERE, or going to the LIMRA training website at www.sslco.com/agents.aspxand clicking on the link in the green Quick Links box on the right hand side of the screen.
Sentinel will hold commissions until the training is complete for both the Product Specific Training and NAIC – a one-time, four-hour Annuity Training Course.
Your attention to this regulation is appreciated. If you have any questions, please feel free to contact us at any time.
Updated Annuity Field Guides Available!
We have updated Agent Field Guides for both our annuity products available on the Agent Portal as well as below. Please be sure to refer to the updated versions when needed!
Last year we announced our partnership with iPipeline to develop an electronic application for our New Vantage Final Expense products. We are excited to announce that testing has been completed and our Final Expense E-App is now available for all agents, effective 05/01/2014. Features of our E-App include:
NO DOUBLE ENTRY
– Once an application is submitted by the agent, the application is entered directly into our system and sent to our underwriters
INTUITIVE USER INTERFACE – This will ensure that all form fields are complete,
eliminating the need to go back to your clients to collect
information
FASTER PROCESSING – Streamlined process means faster receipt of commission
payments
MULTIPLE SIGNATURE OPTIONS – Choose the method that best suits your needs, including voice signature through our partnership with Apptical
E-App Quick Start Guide will answer any questions you may have in addition to our Webinar
Training. To register for a training, please select the session you would like to attend. Please note that E-APP Trainings are indicated in Blue on the training calendar below.
To register for any training, please click on the PRODUCT NAME on the date you would like to attend. These Product Specific training sessions are perfect for you if you are just learning about a product, want a refresher, or want to give some input about your experience with a product!
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