Bulletins

Voya – Life Update for September 28, 2016

Ongoing Elections enhancement, part 2, on Voya Presents Voya Presents will now create and pre-fill the IUL Election Worksheet, based on the illustration inputs, ready for your client to sign. Read more
New Secondary Addressee Designation replaces state-specific forms
Secondary Addressee Designation form #175536 can be used in all states, with a new application or post-issue, and replaces four state-specific forms: 165710 (CA), 170508 (CT), 152088 (ME) and 136880 (VT). This form must be provided at solicitation in California, Connecticut, Rhode Island and Vermont (to clients age 64 or older).
Life Insurance

Illinois Mutual – Occupation Class Upgrade

With Illinois Mutual’s Personal Paycheck Power DI, your eligible W-2 clients may receive a one-class occupation upgrade, which allows them to apply for additional optional benefits and riders offering them more coverage options. To learn more, download the W-2 Employee Occupation Class Upgrade for DI (Form A9680) flyer available on our Resource Library on the Agent Forum.