News

Best Agency FAX telephone

In the coming weeks Best Agency will be upgrading many of our systems to better serve you and your clients.

With this in mind, please note Best Agency will no longer have a TOLL FREE fax line.  Please continue to use 561-241-6462 for all faxes.

If you have any questions, please feel free to contact Best Agency anytime.

NEW Drop Ticket Carriers

Lincoln Financial and SBLI are now offering Drop Ticket processing.

Call your marketer for information at 800.999.2378.

Case Status

If you are using case status and are having issues, please contact us to help you.

For Case Status, use your iGO login user id and password.

Assurity Life E-App bonus program...

Assurity is trying to make your life easier AND reward you at the same time! All E-apps submitted between March 1 and April 15 and issued by June 1, 2016 will be counted.

1)  Your first three placed E-apps will earn you a $50 Amazon gift card.

2)  Another three placed E-apps and you’ll win a second $50 Amazon gift card.

3)  Submit Three MORE, and we’ll send you an additional $50 Amazon gift card

That’s a total of $150 in Amazon Gift cards and we’re not stopping there… 

Anyone who has 9 or more issued E-apps will be entered into a drawing for an Apple watch! Plus, any agent who uses an Assurity E-app for the first time ever will be entered into a drawing for $100! To be included, first-time users must type “First time” on the E-app in the comments section.

 

For additional contest rules click here

SBLI SPRING BONUS PROGRAM

SBLI’s Fast Cases/Fast Money bonus program could earn you $500 or more in American Express gift cards – up to $5,000 total per agent!

For every five term or whole life policies submitted through SBLI’s ZipApp™ drop ticket with an annual premium of $500 or more between March 1 and May 31, and paid for by July 22, agents will earn $500 in Amex cards. Submitting five additional policies which meet these criteria will earn you another $500!

CLICK HERE FOR MORE INFORMATION, or call your Best Agency Marketer for more information.

 

$$$ Licensing and Life App Incentive Program $$$

Best Agency is offering up to $500 in gift cards (Visa/ Mastercard/ Amex) to our writing life insurance agents.

This is exclusive to Best Agency writing agents who are contracted with other agencies.

Click here for more details, or call your Best Agency Marketer today at 800-999-2378.

Genworth suspends all sales of traditional life and fixed annuity products!

Genworth Financial has suspended all sales of traditional life insurance and fixed annuity products in the first quarter of 2016. Service to the existing 2.8 million life and annuity policy and contract holders remains unchanged currently. 

Genworth announced they will be suspend the Annuity and Life business effective March 7, 2016.  Life Quick Requests must be received by February 12th, 2016.

As I receive transition rules for you I will forward them.

Preliminarily, the last date that Genworth will accept Life and/or Annuity applications is March 7, 2016. 

Subject to applicable transition rules and required regulatory approvals.

Click Here and Here for more information

Gerber App now available for your smartphone or tablet

The Agent Zone mobile app allows you to:
• Provide quick quotes on the go
• View Gerber Life product information
• Email product brochures directly from your phone or tablet to your customers
• Proceed directly to the Gerber Life Agent Portal to complete an electronic application (you must be appointed to Gerber Life and have a valid Agent ID)

The Agent Zone mobile app is available on your:
• iPhone - version 4 and above
• Samsung Galaxy - SIII and above
• Tablet - iPad, iPad Mini, iPad Air and iPad Air 2
How can I download the Agent Zone app?

Download on the app store or Google play.

Banner UW changes to the PAYOR/ Insured relationship

The payor relationship to the insured is one of the material considerations of whether to extend coverage:

When a change is requested immediately following policy issue, a re-examination is required to assess whether an offer of insurance remains appropriate in light of the new payor profile.   

Effective September 28, 2015, payor changes after the underwriting decision will require additional case review and approval. Please allow up to 48 hours for review and decision.

An updated application page (p2) is no longer necessary as all payor changes will result in an amendment.

Please be prepared to provide the following information when requesting payor changes:


  • Who is the payor and what is their relationship to the insured and owner?

What is the reason for the requested change?

Mutual of Omaha Term Life Express Changes

Effective July 1, 2015, a new 10-year term will be added to the Term Life Express portfolio.

This new addition will round out the already robust simplified issue term portfolio and give you one more option for your client’s term life insurance needs. And similar to the existing Term Life Express products, the new term product can be converted into another simplified issue permanent policy.

The 10-year term product is available in all states except New York. It will only be available on the paper application on July 1, 2015, and will be added to the iGO e-app at a later date.

Also, don’t forget about the Term Life Express enhancements that were made on May 1, 2015:

  • Reducing the maximum face amount from $400,000 to:
    •  $300,000 for ages 18-50
    •  $250,000 for ages 51-65
  • Face amounts above $250,000 for ages 18-50 will continue to require a mandatory phone interview
  • Eliminating the oral fluid requirement across the board
  • Simplifying the application:
    •  The HIPAA/MIB form has been removed from the application packet and added to the application
    •  The HIV form has been eliminated, due to the oral fluid requirement being removed
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