Archive

Posts Tagged: CarrierNews

TransAmerica: Discontinuing Standalone LTC

  As announced December 10, 2020, on Capital Markets Day by Aegon CEO Lard Friese, Transamerica will discontinue sales of our individual, standalone Long Term Care (LTC) business on March 31, 2021.   In addition, acceptance of applications under approved multi-life cases (worksite and association) will end on June 30, 2021. LTC riders on life... Read more…

Mutual of Omaha: An IUL Policy Split Sales Idea

Our Income Advantage IUL and Life Protection Advantage IUL policies offer a Long-Term Care Rider in addition to an Accelerated Death Benefit for Chronic Illness Rider. In some cases, it may benefit your clients to choose both riders. Although both riders can’t be added to the same policy, your clients have the option to split... Read mor...
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Mutual of Omaha: IUL Max Illustrated Rate Change

Effective February 1, 2021, the IUL maximum illustrated rates in WinFlex Web will increase slightly as follows: Income Advantage IUL: 100% Participation Rate with 10% Cap:  Increasing from 6.17% to 6.20% 140% Participation Rate with 7% Cap:  Increasing from 4.74% to 4.77% 50% Participation Rate with No Cap: Increasing from 5.80% to 5.84% Life Protection Advantage IUL: 100% Participation Rate with... Read more…

Aetna: Member Meetings Are Here

Are your clients enrolled in an Aetna Medicare plan? If so, encourage them to attend a virtual member meeting this year. These meetings are a great way for members to learn more about their 2021 plan. Among the meeting topics are: Plan coverage, including preventive screenings, extra benefits and special programs Online tools and resources available through... Read mor...
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GTL: It’s Time to Follow Up

If you presented your clients a health plan with co-pays this past AEP, do they have the resources to pay for the potential out-of-pocket costs?  Now is a great time to follow up with your Medicare Advantage and Health Insurance clients and present them with a way to help minimize their exposure with GTL’s Advantage... Read more »
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Sentinel: Clarification on New Suitability Form and Agent Disclosure Requirements

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…

OneAmerica: Care Solutions Sales Desk Reduced Hours for Annual Training

To accommodate annual training, the OneAmerica® Care Solutions Sales Desk will operate at reduced hours this week as follows: Care Solutions Sales Desk Hours Wed., Jan. 27: Closed 11 a.m.–2 p.m. ET Fri., Jan. 29: Closed 1–3 p.m. ET The sales team will maintain normal hours where not noted above. You may experience longer than... Read more…

Lincoln: February Lincoln ONEmeeting

    Up next on the February episode of the Lincoln ONEmeeting: Lincoln has been a market-leader in lifetime guaranteed protection products for years. And “protection” has been on the top of your customers’ minds due to the ongoing pandemic and an expectation of future tax law changes. That’s why Lincoln is including three bold... Read more &ra...
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