| Jan 23, 2012 |
Union Central DI insurance has transitioned to be issued by Ameritas Life Insurance Corp (Ameritas Life) outside of New York effective December 5, 2011. As a result, Union Central applications must be received in the... Read More
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| Jan 12, 2012 |
Beginning Tuesday, January 17, underwriters will automatically review Individual Disability Income (DI) insurance applications for the possibility of extending DI Retirement Security offers.1... Read More
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| Jan 5, 2012 |
Individuals who are newly self-employed are generally ineligible for disability income coverage until they have owned their business for at least a full year and have filed a business tax return for that year with... Read More
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| Dec 12, 2011 |
To help increase MetLife's competitive position in the DI marketplace, several enhancements (view them here) are effective immediately on certain medical and executive occupational classes. A new top tier medical occ class... Read More
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| Dec 6, 2011 |
Union Central/Ameritas has announced a change to their individual DI product that adds "Specialty Own Occ" language to the definition of total disability for physicians and dentists. Additionally, they have changed the built in partial... Read More
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| Dec 2, 2011 |
Prudential Long-Term Care previously announced that they are in the process of filing "refreshed" LTC3 premium rates with the state Departments of Insurance and that once they received approvals, they would provide... Read More
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| Nov 7, 2011 |
You have until February 29th to use The Standard's PolicyEx, their electronic policy delivery feature, to become eligible to win gift cards for Starbucks, American Express or Nordstrom, or an Apple iPad! Click here to find out more... Read More
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| Oct 21, 2011 |
The Standard offers valuable Guarantee Issue (GI) individual disability income insurance (IDI) to many occupations, and is pleased to announce effective today, the availability of... Read More
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| Oct 6, 2011 |
IDI Underwriting News You Can Use
Principal Life Insurance Company frequently reviews its underwriting practices. The following changes are effective immediately:
Summary... Read More
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| Oct 1, 2011 |
Every application and "Like" in October will make a difference in the fight against breast cancer.
Help Pacific Advisors support the cause!
Quick... Read More
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| Aug 17, 2011 |
Effective Aug 15th, 2011, Genworth Life Insurance Company introduced Privileged Choice Flex, a new modular Long-Term Care product that allows more flexibility for easy customization, plus innovative new features and benefits to add more value... Read More
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| Aug 1, 2011 |
Effective Immediately, maximum issue and participation limits for occupation classes 4A, 4P and 5A have been increased for Protector Platinum and Protector+ individual disability income insurance policies.
New I&P Limits:
... Read More
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| Jul 20, 2011 |
Effective immediately, MetLife has reduced the minimum number of lives required for a Guaranteed Issue offer on a medical practice from 50 to 20.
Here are the basics:... Read More
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| Jul 11, 2011 |
With the discontinuation of Custom Care II Enhanced in most states, Custom Care III and Core Care are now available. Effective July 11th, 8 additional states will access to the two new products. Click here... Read More
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| Jul 1, 2011 |
We encourage you to sign up for direct deposit to ensure your commission is paid in a regular and timely manner. If you are already contracted with John Hancock and would like to sign up... Read More
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| Jun 1, 2011 |
Imagine being able to place coverage the same day that The Standard issues the policy. This option is now available to you and your clients! Click here for PolicyEx demo and contact us with all... Read More
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| May 26, 2011 |
MetLife DI has announced the addition of the to age 67 benefit period on OMNI DI poicies. See below for all the information.
For Producer Use Only. Not for Public... Read More
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| May 25, 2011 |
Union Central has increased their starting practice limits in the medical marketplace and have improved their DI underwriting programs. Click here and here for all the information.
... Read More
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| May 2, 2011 |
Effective May 2nd, John Hancock is pleased to offer the next generation of Long-Term Care products - Custom Care III and Core Care. They will discontinue selling Custom Care II Enhanced in the states where... Read More
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| Mar 24, 2011 |
Learn more about the new program! To hear the presentation, make sure your volume is turned on.
MetLife... Read More
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| Mar 14, 2011 |
Overhead Expense Insurance
Open doors with business owners
rom Principal Life.
Principal Life Insurance Company introduces a NEW Overhead Expense (OE)... Read More
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| Mar 1, 2011 |
New discounted programs available for members of the American Medical and American BAR Associations.
American Medical Association and American BAR Association
Discounted Income Protection Programs... Read More
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| Feb 7, 2011 |
LifeSecure updates online enrollment for Multi-Life cases. Check out this document highlighting why LifeSecure is a great choice for Long-Term Care... Read More
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| Jan 12, 2011 |
CLICK HERE for MetLife TPC Rider details... Read More
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| Jan 6, 2011 |
January 6, 2011
Product Update
Genworth is committed to serve our policyholders, support our distribution partners and build value for our shareholders. That's why we evaluate our offerings... Read More
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| Jan 1, 2011 |
View the three MetLife DI attachments for up to date information about the importance of Executive Benefits:
Executive Benefits Study Guide
Executive Benefits Resource Paper
Executive Summary for Broker... Read More
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| Dec 1, 2010 |
Union Central's newest upgrades for specific medical professionals.
UNION CENTRAL MEDICAL MARKET ENHANCEMENTS 1. Increase in Maximum Issue and Participation Limits... Read More
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| Nov 10, 2010 |
November 10, 2010
Following an extensive review of our Long-Term Care Insurance (LTCI) business, MetLife has made the decision to discontinue the sale of our Individual LTCI products (VIP2 and... Read More
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| Nov 1, 2010 |
Click the above link for information.
The Standard introduces
Protector Platinumsm
Individual Disability Income Insurance
... Read More
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| Oct 29, 2010 |
Principal and Standard's Issue and Participation Limits return to normal for certain occupations in the financial services industry. Click the links for more info... Read More
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| Oct 29, 2010 |
MetLife IDI has increased max participation limits and removed restrictions from select occupations. Click the link for more info... Read More
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| Oct 28, 2010 |
Now is a great time to ensure you and your clients have coverage. Here are some helpful Long-Term Care resources:
Kiplinger's 3 Step Guide to Smarter LTC Planning
LTC Awareness Month... Read More
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| Aug 18, 2010 |
Principal has increased their Issue and Participation limits for all occupation classes including physicians and dentists. Click above to see the changes. ... Read More
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| Jul 12, 2010 |
Click here to view highlights, and call for state approval... Read More
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| Jun 18, 2010 |
Prudential's new product, LTC Evolution, is now available in Idaho, Oregon and Washington State. Contact us for details.
... Read More
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| Jun 15, 2010 |
The Council for Disability Awareness has released its Long-Term Disability Claims Study that identifies recent and emerging disability claim results based on information from the leading disability insurance companies. For more information, click here... Read More
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| Jun 2, 2010 |
MetLife offers a Graded Automatic Annual Increase through age 75. In addition, the Individual application is now 24 pages, down from 64 (couples can still apply on one application). Available in most states. Call for... Read More
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| May 27, 2010 |
Changes include re-pricing on new business, feature availability and state-specific time-lines. For more information click here or give us a call... Read More
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| Apr 27, 2010 |
Completion of this course before being appointed and taking an application is critical. Click here to find out about the course requirements in your state. For more information click here... Read More
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| Mar 18, 2010 |
Principal has increased Select Professional issue limits for physicians and dentists. Click here to read more... Read More
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| Mar 8, 2010 |
I&P Limts, FPOs, BOE products, and Occupation Classes. Click here to read more... Read More
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| Feb 8, 2010 |
Washington State rates are changing as of February 8th, 2010. Please note that effective Feb 8, 2010 Genworth will be rolling out
refreshed pricing in Washington State. The rates on news sales will... Read More
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| Jan 15, 2010 |
As of January 15, 2010, Union Central has added Dinamic Foundation to their list of DI products. Click here for highlights, and contact our office for state availability... Read More
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| Jan 1, 2010 |
John Hancock has updated all applications and marketing materials as of January 1, 2010.
John Hancock has merged into an existing affiliate, John Hancock... Read More
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| Feb 29, 2012 |
Matt Anderson has spoken to financial professionals around the world. He can teach you how to be proactive and obtain referrals to grow your business.
Read More
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| Feb 28, 2012 |
Prinicipal is hosting a 15 minute training call about why "The Time is Right for Income Protection!" Read More
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| Feb 22, 2012 |
The Basics of Disability Income Insurance. Read More
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| Jan 25, 2012 |
Mutual of Omaha DI webinar: Use DI to turn a customer into a lifetime client.
Read More
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| Nov 16, 2011 |
Join The Plus Group on November 16th for a webinar covering LTCi and how to sell this important piece of financial security in a down economy. Read More
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| Nov 15, 2011 |
Dial in to this 15 minute power training call to learn how to protect your business owner clients. Read More
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| Oct 26, 2011 |
There are two opportunities to attend this webinar on October 26th about common claims scenarios and processes. Read More
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| Oct 19, 2011 |
Gain insight into the association marketplace and how to approach executives and their members. Read More
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| Oct 12, 2011 |
Join this Prudential webinar highlighting Phyllis Shelton, president of LTC Consultants, and the worksite sales process at 9am PT on October 12th. Read More
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| Sep 27, 2011 |
This 15 minute power training call will provide tips for leveraging Principal Life's innovative DI Retirment Security sales program. Read More
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| Sep 21, 2011 |
Join The Plus Group and Mutual of Omaha for this webinar covering GSI Short-Term DI. Read More
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| Sep 8, 2011 |
Join Geri Everett and Wayne Mohr at the Tanoan Country Club for this free 2 hour CE event covering business planning with Disability insurance. Read More
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| Aug 24, 2011 |
For many companies, open-enrollment season is in the fall - the perfect time to begin promoting Disability Income Choice at Work. Join Mutual of Omaha to learn about their three-step submission process and resources that support you every step of the way. Read More
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| Aug 18, 2011 |
This August 18th webinar will be lead by Ron Black, business advisor and keynote speaker at The Mentor Group. Read More
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| Aug 17, 2011 |
Please join The Plus Group and MetLife DI and learn how to take advantage of buy-sell planning in the business marketplace. Read More
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| Aug 16, 2011 |
Genworth's Privileged Choice Flex is replacing Privileged Choice/Classic Select effective August 15th. There are two chances to learn about this new product. Read More
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| Aug 10, 2011 |
In case you missed it, Pacific Advisors is co-presenting the MetLife Mature Market Institute webinar entitled "How do consumers think about the unexpected?" again on August 10th at 8:00am PDT. Read More
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| Aug 4, 2011 |
Tom Petersen of Petersen International Underwriters will present about the various forms and uses of DI and how they can be used to preserve assets. Read More
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| Jul 20, 2011 |
Please join us for a webinar on July 20th at 11:00am PDT. Read More
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| Jul 20, 2011 |
Superior Mobile Medics is hosting a webinar that will teach you how to prepare your applicant for a medical exam. Read More
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| Jul 14, 2011 |
The Standard is offering a webinar on July 14th at 9:00am PDT titled What Big Producers Know (That Average Producers Don't). Read More
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| Jul 13, 2011 |
Please join us for a co-presented webinar on one of the most comprehensive LTC products, Mutual of Omaha's Multi-Life offering. Read More
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| Jun 29, 2011 |
Join us for a webinar featuring the Mature Market Institute on June 29th at 8:00am PST. The topic: How do consumers think about the unexpected? Read More
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| Jun 28, 2011 |
Join Principal for this 15 minute training call and learn the tools you need to help you approach and sell to business owners. Read More
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| Jun 17, 2011 |
Geri Everett will present at this NAIFA event which includes 3 hours of CE (1 hour of Ethics too!) at the Hard Rock Hotel and Casino in Isleta, New Mexico. Read More
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| Jun 15, 2011 |
Don Schamay, DI Regional Vice President at Principal, will present this audioconference about utilizing Guaranteed Standard Issue. Read More
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| Jun 9, 2011 |
Our own Megan Tay will be presenting "Long-Term Care: Diagnose Before Prescribe" at this networking and wine tasting mixer on June 9th, 2011. Read More
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| May 31, 2011 |
Make sure all your business owner clients know the importance of Buy-Sell. Also, "Like" us on Facebook this month and we'll mail you a Starbucks gift card to help you celebrate DIAM! Read More
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| May 18, 2011 |
As an agent, you want to be prepared to answer every question your clients might ask. Attend this webinar and you will be better equipped with newer trends and statistics. Read More
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| Apr 27, 2011 |
Tom Petersen of Petersen International Underwriters will teach you how to get all your clients the best coverage. Read More
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| Apr 27, 2011 |
New Mexico agents and assistants, we hope you can join us for this fashion-forward luncheon to show appreciation for you and to raise money for foster kids of New Mexico. Read More
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| Apr 20, 2011 |
This webinar will be presented by Steve Kloyda, Prospecting Expert. Read More
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| Apr 15, 2011 |
Join our very own Lynn Christofferson as she presents A to Z Disability Insurance at this Spokane NAIFA event. Read More
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| Apr 14, 2011 |
Pacific Advisors' Geri Everett will be teaching at a 4 hour CE event at an Albuquerque NAIFA event. The event will be held on April 14th at the Tanoan Country Club starting at 9:00am. Read More
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| Apr 13, 2011 |
Earn 1 hour CE at this NAIFA CE event with Pacific Advisors' Vice President, Jeff Kerns. Read More
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| Mar 29, 2011 |
Join Principal Life for this 15 minute power training call covering BOE and new sales ideas. Read More
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| Mar 28, 2011 |
Union Central will present this upcoming webinar on the importance of field underwriting for DI insurance. Read More
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| Mar 23, 2011 |
Click "First Quarter Teleconference Schedule" for complete details. Read More
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| Mar 16, 2011 |
Upcoming webinar on DI Claims presented by The Standard. Read More
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| Feb 23, 2011 |
Click "First Quarter Teleconference Schedule" for complete details. Read More
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| Feb 16, 2011 |
Learn how to use special risk DI plans to grow your business. Read More
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| Feb 4, 2011 |
Join Principal for a teleconference regarding their new Individual DI product now available in California. Read More
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| Jan 21, 2011 |
Attend this Continuing Education Symposium and earn up to 6 hours CE credit. Click the link above for more info. Read More
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| Jan 20, 2011 |
Geri Everett of Pacific Advisors is hosting this CE event at the Tanoan Country Club in Albuquerque. Click the link above for more details including RSVP info. Read More
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| Dec 31, 2010 |
During the month of December, "Like" us on Facebook and we'll donate to the children's cause of your choice. Click the link for full details. Read More
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| Dec 13, 2010 |
Join this webinar to learn how Guaranteed Standard Issue and Focus 10 can be sold together with a new five life minimum. Click the link above for all the information. Read More
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| Nov 17, 2010 |
The Plus Group and Assurity present this webinar for Long-Term Care Awareness. Read More
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| Nov 16, 2010 |
Join this exclusive Principal webinar to learn more about underwriting. Click the above link for all details and the presentation. Read More
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| Nov 3, 2010 |
This webinar is being hosted by our own Megan Tay, CLTC. Click here for all details. Read More
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| Oct 20, 2010 |
Join The Plus Group and MetLife to learn about a new DI term premium conversion rider. Call Kelsie for log in information. Read More
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| Oct 18, 2010 |
Click here for more information and a link to register.
Read More
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| Oct 13, 2010 |
Click here for more information and a link to register. Read More
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| Oct 11, 2010 |
Click here for more information and a link to register. Read More
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| Oct 4, 2010 |
All you need to know to get starting selling Guaranteed Standard Issue. Click here for all the details. Read More
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| Sep 28, 2010 |
You're invited to join an exclusive webinar being presented by Principal. Click here to receive all the information, including what you'll learn and login details. Read More
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| Sep 15, 2010 |
Please join The Plus Group and Principal Financial for an upcoming webinar on affordable disability income protection. Click here for more information, including login details and the presentation. Read More
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| Sep 11, 2010 |
Click here for more information about this premier national insurance and financial conference. Read More
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| Aug 18, 2010 |
Please join The Plus Group and The Standard as they present a live audioconference covering Guaranteed Renewable (GR). Click here for more info and the presentation. Read More
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