Never used iGO?
It's on our
website
under New Business.
Click
HERE
for short video on using this tool.
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Click image for current rates (also at bottom of email).Click
HERE for Hot List.
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Nationwide-Sponsored
CE Webinars!
Overview of Nationwide CE Program:
- Life/health state insurance CE, 1 CE credit per webinar
- All conducted 3pm to 4pm Eastern
- Pre-register at least 24-hours prior to the webinar (click on the adjacent link)
- You will need to provide your license and national producer number
- Log in at least 10 minutes prior to the class’ start time -- late arrivals cannot receive credit
- To be awarded credit for a webinar, you must attend the full 60 minutes and answer all polling questions
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Good Deed
Tanya, our Director of New Business (on right), spent her down time being creative, generously making colorful masks for the entire staff! Julia, Sr. Brokerage Manager, is on the left.
Below Melinda, Marketing Director, is modeling one of her designer masks.
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Nationwide Courses:
North Carolina and South Carolina
Note: In addition to state insurance CE, these classes are also available to
CFP, CIMA, CLU/ChFC, CPE/CPA(Group-Internet Based), CRPC, CRP
California, Kentucky, Michigan, North Carolina, Ohio, South Dakota, Virginia, and Washington
4-28 Social Security presented by Cathie Cobe
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We're Still Here!
Many of our employees continue to work onsite; those who regularly work remotely are also available. In response to the call for physical distancing, we have made a couple of adjustments to our work environment in effort to preserve the health and well-being of our staff:
- We will not be accepting outside visitors, but are available by phone, email, or video conferencing.
- If you need to drop off something, please contact us when you arrive; we’ll arrange “curbside” pick up.
- We have slightly modified our hours during this period: our office is open 8:30 am to 5:00 pm Monday – Thursday; 8:30 am – 3:00 pm on Friday.
Thank you for your support as we work together to meet this challenge!
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SOCIAL MEDIA
Over 100 Posts!
Great time to "up" your social presence. We will be continuously compiling a library of posts that you can access through our website:
Producer Portal > Sales / Marketing.
Click on green Social Media button.
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Principal Life Update
DocuSign will be accepted in the short-term by Principal for all Individual Life business. Several products
usually require an actual signature, but they are temporarily accepting DocuSign on those products – SUL, VUL and IUL Accum.
Note: During these challenging times, we’re extending individual life and disability insurance policy grace periods for an additional 60 days. All premiums due must be received before the end of the extended grace period to retain insurance coverage.
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AIG's
GI Whole Life
& Tips on Working from Home
AIG doesn’t subscribe to iGo for its Guaranteed Issue Whole Life product. However, you can submit these apps at
http://aig.com/GIWL
.
Please note
you will need to be pre-contracted
to utilize this option. Contact Christine in Contracting for assistance:
licensing@gpagency.com
or call (919) 834-7937
AIG’s ‘playbook’ includes resources
on working from home:
·
Tips to Survive and Thrive Working from Home
·
Remote Business Processing FAQs
·
Managing Remote Employee Tips
·
Overview and How-to-Guide of Video Conferencing Platforms
·
Over-the-Phone and Virtual Selling Scripts and Suggestions
·
Effective Virtual Sales Support Tools
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Understanding The SECURE Act
The SECURE Act is the most extensive piece of pension legislation in over a decade. During this FREE webinar we will discuss some of the key provisions of the SECURE Act including:
· Expanded tax credits for adopters of new qualified plans
·
Greater flexibility regarding plan adoption deadlines
·
Extension of participation in 401(k) plans to part-time employees
Wednesday, Apr. 8, 2020
at 12 p.m. CDT
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Safe Harbor
401(k) Plans
Learn how they differ from regular 401(k) plans. Discover why they're a popular plan for small businesses and find out how to secure prospects.
Wednesday, Apr. 15, 2020 at 12 p.m. CDT
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Equitable Announces
Customer Contingency Program using alternative, non-invasive, no-touch underwriting resources to underwrite cases submitted prior to 3/15/20
.
Click
HERE
to review this announcement.
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Smart solution for this climate:
Accelerated Underwriting!
Before COVID-19 happened upon the scene, the industry was already rapidly moving toward accelerated underwriting, which heavily depends on technology and big data.
In most cases, Accelerated Underwriting is 100% digital, with no face-to-face meetings, and even policy eDelivery.
For most products, medical exams and fluids aren’t required, but face amounts and issue ages may be limited and some individuals may not qualify.
Full medical underwriting is still a possibility, but there may be delays in administering exams and completing the underwriting process. Plus, clients may not be comfortable with this option at this time.
Click
HERE
for our list of carriers that offer Accelerated Underwriting.
It’s a general outline and is continuously changing, usually for the better. If you have any questions, feel free to contact our office
(800) 283-8376.
This document will be
continuously updated and can be found on our website: Producer Portal > Forms>
GPA Resources.
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Daily, we receive updates from our carriers. We'll share the highlights with you. If you’d like a current update on any company, please contact us:
(800) 283-8376 or
melinda@gpagency.com.
Did you know at the bottom of the home page of our website (
www.gpagency.com)
is a live feed of industry news?
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