August 2, 2021
Operations, Legal and Compliance News
Agile Underwriting+ (AU+): Fast decisions for fast-paced lives
Our non-medical underwriting process is evolving and getting a new name to better meet your needs. Agile Underwriting+ (AU+) uses the same forms and processes now in place, and offers a path to policy approval with no lab work, exam, or APS! Learn more
Over 120 products are now available for self-service enforce illustrations
With the latest WinFlex update, more than 120 enforce products are now available for self-service in-force illustrations. Save time, run multiple scenarios, check-in with clients and make immediate adjustments.
Important: Opt-in required for LC&C requirement notifications
Email notifications of new and outstanding LC&C requirements are now available for uplines and their agents through Connect. If you wish to receive LC&C requirement notifications, you must opt-in to subscribe.
New QoL Flex Term rates
Summer is here and we’re coming in HOT with new term rates. QoL Flex Term has been repriced in all states, effective June 28.
New AAS Supplement Report now available in WinFlex
This new report is designed to show the Chronic Illness benefits available under the Accelerated Access Solution® rider and how payment of these benefits impacts policy values.
Reminder: Annual Anti-Money Laundering Training
Producers or brokers appointed with one or more AIG member companies are required to complete approved AML training on an annual basis. See our bulletin for more details and approved vendors.
Download inforce reports on Connext
Connext offers several options for generating and downloading inforce reports, allowing a full view of the inforce block of business at the agent or agency level.
QoL Max Accumulator+ II IUL & 7702 updates
Effective July 17, 2021, QoL Max Accumulator+ II IUL will be updated to meet the new 7702 requirements, including new CVAT Corridor Factor and Guideline/7-Pay Premium Test interest rates.
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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