Mutual of Omaha: Life Insurance Awareness Month is Coming!

Mutual of Omaha: Life Insurance Awareness Month is Coming!

by | Aug 30, 2019 | Life News, News

Mutual of Omaha: Life Insurance Awareness Month is Coming!

August 30, 2019

LIFE INSURANCE AWARENESS MONTH

Life Insurance Awareness Month is an opportunity for everyone in the industry to reflect upon the importance of what we do every day.

It’s also a great opportunity for agents to reach out to their clients to review their coverage and discuss how an indexed universal life insurance policy can help clients plan ahead for the risks they may face in retirement.

Encourage your agents to use our Map Your Course brochure to explain these risks to their clients.

IUL STRONG

Over the past couple of months, you’ve received information from Mutual of Omaha explaining what makes our IUL products strong.

We encourage you to use the materials listed below and our IUL Strong video to help promote the strength of a simple, straightforward IUL product to your agents.

GULE PRODUCT CHANGES

On October 1, 2019 we will be making Guaranteed Universal Life (GULE) even more competitive, with some rates decreasing by up to 30%!

We will also be increasing the maximum issue age for non-tobacco to age 70. Don’t forget, GULE also allows you to determine the length of the guarantee and how many years to make premium payments.

Look for more information and updated marketing materials soon!

Need More Information, or Have Additional Questions?

Contact a Pinnacle Financial Services Representative at sales@pfsinsurance.com or Call 1-(800)-772-6881 x7731.

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Anthem BCBS: Our Medicare Advantage Network Now Includes OhioHealth!

Anthem BCBS: Our Medicare Advantage Network Now Includes OhioHealth!

by | Aug 23, 2019 | Medicare News, News

Anthem BCBS: Our Medicare Advantage Network Now Includes OhioHealth!

August 23, 2019

Network strength and security are important factors when your clients shop for a new Medicare plan— and they deserve nothing but the best. That’s why Anthem Blue Cross and Blue Shield is always adding quality providers.

You and your clients will both be pleased to know that, as of 9/1/2019, OhioHealth is now part of the Anthem Medicare Advantage network in Ohio.

Expanded Network = More Provider Choices for Your Clients

When clients have the flexibility to choose doctors and facilities that suit their particular health needs and personal preferences, that’s a big win for them and you. Through this new partnership, they’ll get access to the quality, affordable care they’re looking for.

Spread the Word. Reap the Rewards.

Our expanded network demonstrates our ongoing commitment to improving people’s health—and ensuring your success by giving them what they want in a health plan. Grow your business by sharing this good news!

Thank you for your continued efforts on behalf of Anthem and all of your Medicare clients.

Need More Information, or Have Additional Questions?

Contact a Pinnacle Financial Services Representative at sales@pfsinsurance.com or Call 1-(800)-772-6881 x7731.

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NGL: Summer Bonus Program

NGL: Summer Bonus Program

by | Aug 15, 2019 | Agent Incentives

Time is Running Out!

The submission period for NGL’s Summer Bonus Program ends on 8/21/19!

Get those last-minute applications in before time runs out!

Click the image below to download the PDF.

National Guardian Life: Summer Bonus Program

Need More Information, or Have Additional Questions?

Contact a Pinnacle Financial Services Representative at sales@pfsinsurance.com or Call 1-(800)-772-6881 x7731.

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Essential LTC Product Updates

Essential LTC Product Updates

by | Aug 15, 2019 | LTC News, News

Essential LTC Product Updates

August 15, 2019

Time is Running Out

The submission period for our Summer Bonus Program ends on 8/21! Get those last-minute applications in before time runs out! 

EARN $1,000 when you place three EssentialLTC policies.

EARN $250 per policy on your fourth to seventh placed EssentialLTC policies.

Eligible applications may now be submitted through August 21, 2019, and subsequently placed by November 21, 2019!

For agent and broker use only. Not for distribution to the public.

Flyer

Additional Endorsement added to Massachusetts EssentialLTC Policies

Effective immediately, an Alternate Plan of Care Endorsement will now be included in all EssentialLTC policies issued in the state of Massachusetts.

Review the release announcement for more details on:

  • Existing policies in Massachusetts
  • The specimen policy for this endorsement
Release Announcment

Why Long-Term Care Insurance is so Important to a Happy Retirement

Special Guest: Tom Hegna
the Retirement Income Expert

Join us for a session with best-selling author, Tom Hegna, considered by many to be the retirement income expert.

Tom specializes in creating simple and powerful retirement solutions and has delivered over 5,000 seminars on his signature “Paychecks and Playchecks” retirement approach inspiring financial professionals to help Baby Boomers and seniors retire the “optimal” way. During this session he will elaborate on an integral part of that approach, having a plan for long term care. Specifically he’ll provide perspective on ways to have the LTC planning conversation and overcome objections.

Don’t miss this session to gain Tom’s perspective on LTC planning!

For agent and broker use only. Not for distribution to the public.

Reserve Your Spot

New/Updated Items

New Webinar Recording Available

Updated Group Quote Request Form

When to use it:

This is a useful tool for employer-funded worksite cases. Completing this form will let us know the plans you want quoted & totaled for all employees, group information, and census information.

For agent and broker use only. Not for distribution to the public.

Easily Distribute & Share EssentialLTC Updates

Missed a previous update? Bookmark our Updates Page.

For agent and broker use only. Not for distribution to the public.

Need More Information, or Have Additional Questions?

Contact a Pinnacle Financial Services Representative at sales@pfsinsurance.com or Call 1-(800)-772-6881 x7731.

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Anthem: Producer Online News August 2019

Anthem: Producer Online News August 2019

by | Aug 9, 2019 | Medicare News, News

Anthem: Producer Online News August 2019

August 9, 2019

Personal Producing Agents: 2020 Commission Rates for Medicare Advantage Plans

Don’t forget to register for certification AND sign up for our 2020 Medicare Product Training — both through the Medicare Certification Training Center.

Learn More

Pre-Order Your MAPD and PDP Enrollment Kits August 7 thru 30!

If you order your kits by August 30, your kits will automatically be delivered to you prior to October 1, 2019.

Learn More

Getting Ready for AEP 2020 -- The Sales Toolkit

You can pre-order selected AEP 2020 sales materials from the 2020 Ready, Set, Sell folder, which will be available from August 26 to September 8.

Learn More

Sales Oversight Corner: August Sales Event Tips and Reminders

Confirm your marketing events in the system to ensure the time, address, and room number are all correct.

Learn More

Sales Oversight Corner: August Tips for Avoiding Sales Allegations

Make sure your clients avoid a late enrollment penalty for prescription drug coverage!

Learn More

Process Change for ALL C-SNPs -- New Pre-Qualification Form Requirement!

Pre-Qual Forms are already required with ESRD C-SNP applications; now they will be required with ANY C-SNP application.

Learn More

Need More Information, or Have Additional Questions?

Contact a Pinnacle Financial Services Representative at sales@pfsinsurance.com or Call 1-(800)-772-6881 x7731.

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