Transamerica has issued the following bulletins:
* Finish Strong – Year End Sales Tips Webinar
* New Simplified Process for NY Regulation 60
* LTC News
* TransWeekly for November 4, 2015
The New Generation of Life Insurance Can Multitask
Just like the smartphones of late, the financial services industry has evolved to provide multiple features in a single product to help consumers achieve their goals. Check out Transamerica sales leader Laura Morrison’s Worth article to find out what today’s life insurance policies can do.
TECHNOLOGY
TransACT Usability Enhancement
Effective Friday, November 6, the Pending and Inforce policy display on TransACT will include the capability of expanding and collapsing available sections in each policy. Preferences are retained after each session.
OPERATIONS
Year-End and 2016 Commission Closing & Statement Mailing Dates – AMB 3964
To view important 2015 year-end dates, and 2016 commission closing and EFT payment/check mailing dates, click here or go to TransACT and click Sales Tools, then select the Agency Managers’ and Compliance Bulletins link under Resources and check “View All.”