AIG | Expand your business with value-add living benefits

AIG | Expand your business with value-add living benefits

by | Jun 30, 2022 | Life, Long-Term Care, News | 0 comments

AIG | Expand your business with value-add living benefits
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Living benefits add more security to your client’s financial future

Americans are underprepared for future health care expenses and without proper planning, a serious accident or illness could rob your clients of their financial independence. Help make sure that they are protected in the event of a chronic, critical, or terminal illness with the built-in living benefits available on our IUL products.

This benefit can help your clients be better prepared for life’s unexpected expenses.

  • Life insurance to help take care of loved ones
  • Accelerated Benefit Riders to help with the costs of critical or long-term chronic illnesses or condition
  • Cash Value to supplement retirement income, or to help with other financial goals
Share these facts
Learn more about living benefits
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Mutual of Omaha | Express – June 29th

Mutual of Omaha | Express – June 29th

by | Jun 29, 2022 | Annuity, Life, Long-Term Care, Medicare, Mutual of Omaha, News | 0 comments

Mutual of Omaha | Express – June 29th
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Express

A weekly Update for Mutual of Omaha’s Brokerage Sales Distribution

June 29, 2022

Medicare Solutions

New Medicare Supplement Plans in Texas

Effective July 7, 2022, you may begin selling new Medicare supplement plans in Texas.

2023 PDP Product and Compliance Trainings Now Available

Get ready to sell for the 2023 PDP Plan Year with AHIP certification, as well as Mutual of Omaha Rx Compliance and Product training courses.

It’s Easy to Qualify for a Trip to Sunny San Diego

Don’t forget to earn yourself a spot and join us on a blissful trip to sunny San Diego, this fall.

Q3 Broker Bonus Program

We are bringing back one of our popular incentive programs for Q3. Learn more about Broker Bonus here.

Upcoming Rate Adjustments

View upcoming rate adjustments for various states.

Life Insurance

Protection for Life with Life Protection Advantage IUL

Life Protection Advantage IUL is built to provide your clients with death benefit protection they can depend on.

Promote Living Promise in Your Own Way

Our customizable postcard for Living Promise allows you to select multiple fields to create the marketing piece you need to promote Living Promise.

Long-Term Care

Is it the “Golden Age” for Long-Term Care?

Did you have a chance to listen to our latest Advanced Markets Minute by Stephen Allloy? Last week’s article is called “The Golden Age for Long-Term Care.”

Mutual of Omaha Provides Protection That Endures

When it comes to choosing a long-term care insurance carrier, your clients need a company they know will be there now and into the future. Watch the video to learn more.

Disability

Increase Your Mutual Income Solutions Placement Rate

Thoroughly prescreen your clients by familiarizing yourself with the DI build chart, eligible occupations, uninsurable health conditions, and more.

Mutual Income Solutions Summer Webinar Series

Don’t miss our last two sessions and your opportunity to increase your knowledge of Mutual of Omaha’s Mutual Income Solutions disability insurance product.

Critical Illness

Choosing the Right Critical Advantage Policy for Your Client

Help your client decide which Critical Advantage policy would best suit their needs.

The Advantages of the Critical Advantage e-App

Looking for guidance on how to submit an e-App for Critical Illness, Heart Attack/Stroke, or Cancer Insurance? Our e-App guide has you covered.

Annuities

NEW Ultra Premier Annuity Prospecting Flyer

NEW Ultra Premier Annuity Prospecting Flyer Now Available

Annuity Interest Rates Effective July 1, 2022

Annuity Interest Rates Remain Unchanged for July 1, 2022

News

Independence Day Holiday Office Closing Reminder

Independence Day Holiday Office Closing Reminder

New Supply Order Form

Effective immediately, please begin using the newest Supply Order Form.

For more information, contact a Pinnacle Financial Services representative today

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Anthem | Get Certified to Sell Medicare Advantage Plans With These Helpful Tips!

Anthem | Get Certified to Sell Medicare Advantage Plans With These Helpful Tips!

by | Jun 27, 2022 | Anthem, Medicare, News | 0 comments

Anthem | Get Certified to Sell Medicare Advantage Plans With These Helpful Tips!
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Our Medicare Advantage Certification Training Site opens June 28, 2022!

Whether you choose to complete Medicare Advantage certification training via our AHIP (America’s Health Insurance Plans) or NAHU (National Association of Health Underwriters) training options, these tips will help you start fast and finish strong!

Have these items handy, then click GetCertified.Anthem.com to get started!

  • Last 4 digits of your SSN & Date of Birth
  • Your NPN Number
  • Company Name
  • Phone Number
  • Email Address
  • Mailing Address

Certification Reminders

  • Start by going to GetCertified.Anthem.com on or after Tuesday, June 28, 2022
  • After clicking on the Medicare Certification Center link and signing in, enter access code External-SelfReg (include the hyphen with no extra spaces).
  • Once the core Medicare training is completed, be sure to complete Compliance and Product training courses for each product you intend to sell

We’re ready to guide you through the certification process and help you have a successful AEP! Contact us with any questions!

Tom Edgeton

Regional Sales Manager
Greater St. Louis Medicare Sales
thomas.edgeton@anthem.com
(314) 502-7917

Kimberley Madsen

Regional Sales Manager
Southwest Missouri Medicare Sales
kimberley.madsen@anthem.com
(417) 987-3758

Sarah Blessing

Regional Sales Manager
Northeast Missouri Medicare Sales
Sarah.Blessing@anthem.com
(317) 914-8162

Carla Bonner

Regional Sales Manager
Southwest Medicare Sales
carla.bonner@anthem.com
(417) 298-7131

Lauren Fodde

Regional Sales Manager
Southeast Missouri Medicare Sales
lauren.fodde@anthem.com
(636) 466-9749

Would you like to contact us directly?
Don’t hit reply. Simply click on our email address above!

Our Medicare Agent Support team is also available to answer your questions. For Medicare certification questions, call 1-855-277-6067. For other questions, email medicareagentsupport@anthem.com or call 1 (800) 633-4368.

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Independence Blue Cross | 2023 Medicare AEP kickoff: Don’t forget to RSVP

Independence Blue Cross | 2023 Medicare AEP kickoff: Don’t forget to RSVP

by | Jun 27, 2022 | Medicare, News | 0 comments

Independence Blue Cross | 2023 Medicare AEP kickoff: Don’t forget to RSVP
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Have you RSVP’d yet?

Please remember to let us know if you’ll be attending our 2023 Medicare AEP kickoff event, which will take place at The Warrington on July 19 from 6:00 – 9:00 p.m.

The Warrington

1360 Almshouse Road #1207 | Warrington, PA 18976

July 19th, 2022 6:00 – 9:00 pm

RSVP Today

We’ll also thank you for everything you accomplished during last year’s AEP season and discuss how we’re going to reach even greater heights together this year.

That’s the Power of Us.

For more information, contact a Pinnacle Financial Services representative today

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Aetna | Changes to the ready to sell process

Aetna | Changes to the ready to sell process

by | Jun 27, 2022 | Aetna, Medicare, News | 0 comments

Aetna | Changes to the ready to sell process
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As a valued partner, I want to give you advance notice of an upcoming change to our ready-to-sell notification process to help prepare you for any questions from your downline agents. Beginning June 29, all RTS email notifications will be discontinued.

After June 29, external brokers should refer to the Producer World RTS tool to actively verify their RTS status for 2022 and 2023 sales.

Please remind your agents:

  • A new RTS tool launched on Producer World on April 25 which allows individual agents and agency principals to actively verify their ready-to-sell status.
  • No downline data is represented in this tool.

As always, thank you for putting your trust in us and for your partnership. The entire Aetna Medicare team is ready to help you achieve your goals.

For more information, contact a Pinnacle Financial Services representative today

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