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Are you connected with us?
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January 2020 Monthly News & Updates
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Happy 2020! Start the year off right and get versed in online tools that will help you submit MORE business!
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Submitting your business electronically is the fastest and most efficient way. Your applications are processed more quickly and you can easily monitor their status online.
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Confused about e-Apps or running quotes on Resource for Rates?
Join a private, one-on-one screen share session with us to learn how to login and submit your business electronically, or learn how to run quotes quickly with our Resource for Rates quote and underwriting tool.
Ask questions and talk to us in real time while viewing our computer screen.
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We've moved and we love our new offices!
We've moved our offices to a fresh, new space in Apex, NC at the end of December.
Our phone numbers and fax number have not changed.
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NEW ADDRESS:
1480 Chapel Ridge Road, Suite 200
Apex, NC 27502
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If you'd like this presentation branded for you with your agency logo and contact information, please reach out to our Director of Marketing,
Carolyn Portanova. 919.794.3179
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Managing Healthcare Expenses in Retirement
We've put together a comprehensive presentation that you may use to present to your clients.
It explains the rising costs of healthcare with a guide to understanding Medicare and Long-term Care. It's also in our
Medicare Supplement Kit
.
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Do you have a marketing plan in place for 2020?
Do you have a goal for the amount of business you want to write?
What does your website look like? Does it nee updating?
Do you have a plan for growing your client base?
Do you have a strong social media presence?
Are you advertising?
Have you claimed your Google and Yelp business listings?
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We'll work with you to develop a customized marketing plan.
Schedule a time with our marketing team to develop a customized marketing plan for 2020. Set goals, get organized and ramp up for your best year ever.
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Submit qualifying applications between January 1 - March 31, 2020 to earn bonuses.
Medicare Supplement Bonus
Submit qualifying applications and receive a $100 bonus per underwritten application. To receive a payout, you must submit a minimum of 5 signed applications (underwritten or guaranteed issue).
Ancillary Bonus
Submit qualifying applications of any of the qualifying ancillary products and receive a $25 bonus per application:
- Dental, Vision and Hearing
- Cancer and Heart Attack or Stroke/Plus
- Hospital Indemnity/Flex
- Recovery Care/Nursing Facility Care
- Home Care/Plus
Policies must have $180 minimum annual premium.
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With Aetna's new quick decision underwriting feature, you can now view the underwriting decision of your online Medicare Supplement applications inside the Aetna Quote & Enroll tool.
After submitting your Med Supp application in
Aetna Quote & Enroll
, just click "Check Auto UW" and you'll be able to see if the application has been approved, declined, or sent to underwriting for additional review.
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Earn 500% Credit on Supplemental Health
You can earn 5 TIMES the Issued Annualized Premium for Hospital Indemnity, Supplemental Health, Accident and Whole Life insurance policies. For example, a Cancer policy with $360 IAP earns you $1800 in production credits towards the
trip of a lifetime!
You can earn a bonus by selling Cigna Final Expense. Earn $450 when you sell $3,000 in issued annualized premium per month of final expense. That's over $5,000 a year when you qualify every month. Find out
how to qualify
.
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ARLIC Rate Adjustments
CHLIC Rate Adjustments
Loyal Rate Adjustments
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Gerber Life Duet provides $100,000 up to $1,000,000 in life insurance coverage (age 50 and above, coverage starts at $101,000) to individuals age 25–70 years old. The premiums will never increase and the death benefit and cash value are guaranteed as long as premiums are paid.
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Are you talking to your clients about Gerber Life Duet?
Designed to give life insurance buyers two types of protection that work in harmony,
Gerber Life Duet enables your clients to put life insurance coverage in place that lasts a lifetime, while giving them protection for chronic care — all in one combined whole life policy.
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Automated Underwriting
Mutual of Omaha's instant decision tool, was added to Term Life Express e-Applications. Now all your TLE e-Apps will receive an instant underwriting decision after the health questions are completed.
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Join Mutual of Omaha's Simplified Issue Products Webinar on February 11th at 1pm EST.
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Mutual of Omaha's new IUL Express producer training video provides you with everything you need to know about their newest simplified issue product, including the product features, who the target market is, how the indexing options work, the additional options available and more.
Watch the Producer Training Video now.
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Don't have time to read all this now? Visit our
News page
to read it later when you have time.
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We're here to help you grow. Reach out to us if you have questions, suggestions or need assistance.
Your success is our success
.
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It is our sole intention to provide you with relevant, useful, current information about the senior healthcare insurance industry, along with news and products from the A rated carriers we represent. If at any time you wish not to receive our emails, you may unsubscribe by clicking the Unsubscribe link at the bottom of this email. If you choose to
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