UnitedHealthcare | JarvisWRAP Exciting News June 18

UnitedHealthcare | JarvisWRAP Exciting News June 18

UnitedHealthcare | JarvisWRAP Exciting News June 18
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Exciting News! New Certification Reference Guide Coming Soon

UnitedHealthcare strives to make the certification process easier for our agents. We have created a new, simplified Certification Reference Guide with the content you need to pass your certifications.

Reminder: New Email Communication Process for AARP® Medicare Supplement Insurance Plans from UnitedHealthcare®

A new and improved process to communicate the status of pending enrollment and underwritten applications are now available for AARP Medicare Supplement Plans.

LEAN Makes Completing the Health Assessment Program Easy

When you use LEAN, you can efficiently help members complete the Health Assessment (HA) questionnaire during the enrollment process. Find out how to access the HA in LEAN and its benefits on Jarvis.

UnitedHealthcare® Toolkit Resource of the Week: Vision Materials

Routine Vision services are supplemental benefits offered on many UnitedHealthcare Medicare Advantage plans that cover additional routine vision services not covered under the Original Medicare benefit. Routine vision benefits, routine eye exams, and eyewear are offered in addition to medical benefits to better meet the needs of members.

The UnitedHealthcare Toolkit has the marketing materials you need to promote this benefit. Search: Vision

  • Medicare Advantage
    • MA UnitedHealthcare Vision Prospect Flyer
    • MA UnitedHealthcare Vision Prospect Postcard
  • Dual Special Needs Plan (All items available in Spanish)
    • DSNP Vision Postcard
    • DSNP Vision Pullup Banner
    • DSNP Vision Tabletop Banner
    • DSNP Vision Flyer

Special Election Period May Be Available to Members Affected by Severe Weather

The Federal Emergency Management Agency (FEMA) may have declared a weather-related emergency or major disaster in your state. Medicare beneficiaries affected may be eligible for a Special Election Period (SEP).

For affected areas and SEP dates, please visit Jarvis. For marketing materials that comply with CMS marketing requirements, please visit the UnitedHealthcare Toolkit.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

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Global Atlantic | Give your clients MORE retirement certainty

Global Atlantic | Give your clients MORE retirement certainty

Global Atlantic | Give your clients MORE retirement certainty
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Do they want the certainty of: 

No down-market losses?

Protected Lifetime income?

More money for qualified long-term care expenses?

More moneyh to leave behind?

Down market losses close to/in retirement. Running out of money. A health setback exhausting retirement savings. An unpredictable legacy. Whatever your clients feel uncertain about, see how they can add greater certainty to their retirement strategy using just a portion of their portfolio.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

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Mutual of Omaha | Express Weekly Update

Mutual of Omaha | Express Weekly Update

Mutual of Omaha | Express Weekly Update
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Express A Weekly Update for Mutual of Omaha’s Brokerage Sales Distribution June 16, 2021

Medicare Solutions

New Medicare Supplement Plans in Pennsylvania

Offer your clients in Pennsylvania new competitive Medicare supplement rates effective June 24, 2021.

2022 Prescription Drug Plan Training Clarification
AHIP and Mutual of Omaha Rx Training availability date clarification.

Colorado Special Enrollment Period (SEP) for 2021
Colorado’s SEP is available.

July Rate Release
View the new rates for Minnesota, Connecticut, and Rhode Island effective July 1, 2021.

Upcoming Rate Adjustments
Review upcoming rate adjustments in various states.

Life Insurance

Faster decisions with Accelerated Underwriting
Fast, simple, and underwriting decisions within 48-72 hours.

Simple Steps for IUL Express
A guide to taking you through the steps for selling IUL Express.

Mutual Insights – Episode 2
In this week’s episode of Mutual Insights, learn more about Departing Well Solutions from Senior Vice President, Yuri Vermette.

Long-Term Care

Customer Access Now Available for Long-Term Care Policyholders
Spread the word! Starting June 14, 2021, Mutual of Omaha’s long-term care policyholders will be able to view and interact with valuable policy information via Customer Access.

LTC Sales Idea: Return of Premium
LTCi offers peace of mind. However, some clients may voice concerns about paying a premium for an insurance product they may never need. Help overcome objections by reading the idea of this sale.

Disability

Using Our Quote & e-App Tools
The quote and e-Application tools for Mutual Income Solutions make it easy to get business issued.

Protect Your Income
Take advantage of our postcard this summer to leave behind with your clients as you cross-sell disability income insurance.

Critical Illness

A Perfect Fit
Our Perfect Flyer shows how well Critical Advantage products fit with the other products you sell.

Covering Cancer
Mutual of Omaha’s Cancer Insurance helps your clients focus on their treatment, not their finances.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

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Nationwide | Nationwide Peak 10 Annuity Incentive: California Dreaming

Nationwide | Nationwide Peak 10 Annuity Incentive: California Dreaming

Nationwide | Nationwide Peak 10 Annuity Incentive: California Dreaming
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Contest Qualifications:

Minimum of $3,300,000 in issued Nationwide Peak 10 Fixed Indexed Annuity premium to qualify.

Qualifying agents will embark on a trip to the breathtaking west coast of California in October 2022.

Contest Period: June 1, 2021 – May 31, 2022, for submitted and issued Nationwide Peak 10 Fixed Indexed Annuity Contracts. 

*For Independent agents contracted with an affiliate and a participating subsidiary of AmeriLife Group, LLC (“AmeriLife”). Those participating affiliates are AAA, ABX, AIM, AMFED, ASG, DFS, ESS, FSIB, GORD, GRUPO, JDM, MWM, NISHD, PAM, PINN, PIP, PSM, RAWL, SAM, TAG, TLAS, AND VERT. This contest is only for Nationwide Peak 10 Fixed Indexed Annuity contracts. Product features, options, and availability may vary by state. Guarantees are based on the claims-paying ability of the issuing company. The Contest period is defined as follows: Contracts must be submitted between June 1, 2021, and May 31, 2022, and issued by July 15, 2022. The premium must still be in force at the time of the incentive trip I.E. not taken, surrenders, principal withdrawals will net against the production counted for this trip. Contest parameters are as follows: To qualify, an agent must have a minimum of $3,300,000.00 in issued Nationwide Peak 10 Fixed Indexed Annuity premium. The trip is for the winning agent plus one adult guest and includes standard airfare and hotel accommodations. Program entry constitutes the participant’s agreement to promotion rules. Qualifiers are responsible for reporting prizes for tax purposes. The trip is not transferable, not redeemable for cash, nor can it be substituted or rescheduled by the winner. Certain exclusions, restrictions, and limitations may apply. Contest rules are determined by AmeriLife, LLC at its discretion and are subject to change and cancellation by AmeriLife. This is an invitation-only trip and decisions by AmeriLife regarding contest prizes are final. Trip dates are subject to change by AmeriLife. AmeriLife reserves the right to substitute an alternative prize of equal or comparable value. 

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | annuity@pfsinsurance.com

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Aetna | Prepare for 2022 certification: Attend a webinar

Aetna | Prepare for 2022 certification: Attend a webinar

Aetna | Prepare for 2022 certification: Attend a webinar
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Get started on 2022 certification: Learn what to expect in a webinar

AEP is coming, and this year, you can start getting certified on June 29, which is earlier than ever! Our upcoming online training will cover such important topics as:

  • What to expect when completing Aetna 2022 certification 
  • Aetna’s certification site, including how to access and log in information
  • Instructions for Front Runners

To sign up, go to AetnaMedicareAgentTraining.com and search for events in Florida, under the “Florida West” submarket. We’ll send you the webinar details after you RSVP. 

Certification Prep: Get ready for the new certification process

  • June 23, 10-11 AM ET
  • June 28, 10-11 AM ET
For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

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Contact a Pinnacle Financial Service representative today for assistance.

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