AXA Equitable – Life Communications for April 10, 2015
Life Communications for April 10, 2015
AXA Equitable has issued their latest newsletter.
To view the Life Communications, click here.
Savings Bank Life – New Upsell Program
SBLI’s new upsell program makes it easier for agents to increase the insurance coverage for their clients. Beginning on April 13, 2015, this exciting new program will identify eligible clients for larger face amounts without additional underwriting requirements. SBLI is making it easy by giving you all the facts you’ll need to recommend the face amount increase. All it takes is an email response to the SBLI Case Coordinator indicating which upsell coverage option you and your client have selected. How does the program work?- The Underwriter identifies the face amount increase available. There is no request required by your office.
- The SBLI Case Coordinator will send an email that provides coverage options and premium amounts directly to the case manager at your agency. See an example of the email here.
- Your agency case manager will have five business days to respond to the opportunity to provide additional coverage to your client.
- Any additional coverage would qualify for full commission to the agent.
- Increased coverage increments are based on the difference between the face amount for which the customer applied and the face amount maximum for the upsell opportunity.
- The customer can choose any amount that doesn’t exceed the maximum specified in the email. The email includes the modal premium for each of the respective offers.
- If the proposed insured accepts an increased amount, simply email the SBLI Case Coordinator the new face amount selected within five business days.
- If no additional coverage is needed, no further action is necessary and the policy will be issued in the amount for which it was applied.
North American – Important Updates
Important Updates
North American has issued the following bulletins:
* North American News
* Civil Union Notice in Delaware
Transamerica – TransNavigator IUL Marketing Materials
TransNavigator IUL Marketing Materials
*TransNavigator IUL Illustrated Rate Producer Flyer
* Quick Facts Producer Flyer: click here
* Consumer Brochure: click here
* Product guide: click here
* Guide to Doing Business: click here
(NEW) LTC Rider Quick Facts: click here