We previously announced our new Suitability Form and new requirements for Agent Disclosure. We’ve received feedback that the requirements are unclear, so we’d like to clarify the requirements here. New Suitability Questionnaire: Required in All States except Florida In conjunction with the new, revised NAIC Model Regulation on Annuity Suitability and Agent Disclosure (see below),… Read more »
Posts By: Eliana Daley
Humana: Dental and Vision Rate Changes
Enrollment Hub and MAPA have implemented rate changes for the below mentioned products and states for a requested effective date of 1/21/2021 or later. The updated 2021 rate sheets are available within the MRC. Loyalty Dental: Impacted states: AR, AZ, DC, DE, IA, ID, KY, NC, ND, NJ, SC, TX, UT, VA, WI and WY No… Read more »
Humana: Initial Election and SEP Quick-Reference Guide
The Initial Election and Special Enrollment Period (SEP) Quick-Reference Guide has been updated for 2021 and is now available on the Ignite site. It’s a valuable asset for building your book post-AEP and helping members get the right kind of coverage. You’ll also be able to access all the information you’ll need to stay current… Read more »
GTL: E-App How-To Videos
Need help on how to log into the GTL e-App/Agent Portal? Need help walking through the e-App quoting and application process? Click the button below to view our helpful how-to videos! View How-To Videos
Global Atlantic: Protection Strategies
It’s a new year and now is a great time to review your book to see if you can uncover clients who could benefit from strategies with strong guaranteed benefits that help protect and grow their income, assets and legacy. This approach not only helps your clients reach their retirement goals, but can help you… Read more »
Allianz: Manage Market Volatility with FIUL
Market volatility puts pressure on managing risk, diversification, and asset protection. Use this recently simplified sales material How efficient is your retirement portfolio? from our new Life Insurance as a Financial EngineSM (L.I.F.E.) Kit to show clients how fixed index universal life (FIUL) insurance provides financial protection, accumulation potential, and a strategy that incorporates loans against… Read more »
Aetna: Member ID Cards — When are the New Ones Mailed?
Member ID cards: When are new ones mailed? The following members were mailed new Aetna member ID cards: Members new to Aetna Medicare Members who changed plans All Dual-Special Needs Plan (DSNP) members HMO plan members – see below Throughout the year, members will also receive a new copy of their member ID card if information on… Read more »
Aetna: Personalized Video for MAPD Members
We’ve created personalized videos for MAPD members to help them understand and use their plan benefits. Plus, the video will update throughout the year based on how the member uses their plan to provide more support and resources. Watch an example of the video. Encourage members to watch their video at AetnaMedicare.com/YourVideo. Topics include: COVID-19… Read more »
Mutual of Omaha: Target the Market — Attorney
Attorneys work in a range of areas, from private practice and corporations to local, state or federal governments. While an attorney is aware of the risks of a sickness or injury affecting someone’s ability to work and earn income, many times they don’t necessarily think they need disability income protection because of their higher income… Read more »
Mutual of Omaha: Staying Competitive
With health care costs on the rise and people often seeing higher deductibles, your clients may need coverage to help them fill in the gaps more than ever. Many clients are cost-conscious, which means our competitive rates may be the perfect fit. For example, a 65-year-old client looking to buy $30,000 worth of lifetime cancer insurance… Read more »