Prosperity Life Group | Introducing a New Med Supp Product

Prosperity Life Group | Introducing a New Med Supp Product

Prosperity Life Group | Introducing a New Med Supp Product
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AIG | Our streamlined underwriting process has a new catchy name!

AIG | Our streamlined underwriting process has a new catchy name!

AIG | Our streamlined underwriting process has a new catchy name!
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Agile Underwriting+
Same process, same options with a new catchy name!

Our Agile Underwriting+ (AU+) is going through a facelift with a new name! Just like before, our AU+ helps you fast-track your cases so clients can enjoy quick access to the coverage they need and look to the future with confidence.

Did you know…

Clients can get Preferred Plus rate class via AU+?
Standard through Preferred Plus classes are available through AU+ (non-tobacco and tobacco). Tables A and B are automatically issued at Standard. Flat extras are not available.

GET THE FACTS

For more information, contact a Pinnacle Financial Services representative today

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Aetna | You’re invited: Join a webinar this month

Aetna | You’re invited: Join a webinar this month

Aetna | You’re invited: Join a webinar this month
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With the Annual Enrollment Period just around the corner, now is a great time to expand your portfolio of senior solutions and discover our easy-to-use online tools by joining one of our upcoming webinars:

Webinar topic

Date and time

Protection Series Final Expensewhole life insurance Tuesday, August 3 at 2 PM CT
Cancer and Heart Attack or Stroke Plus Thursday, August 5 at 10 AM CT
Agent website Thursday, August 5 at 2 PM CT
Medicare Supplement Tuesday, August 10 at 10 AM CT
Dental, Vision and Hearing Tuesday, August 10 at 11:30 AM CT
Dental, Vision and Hearing Plus Wednesday, August 11 at 10 AM CT
Home Care Plus Wednesday, August 11 at 2 PM CT
List bill program overview Wednesday, August 11 at 3:30 PM CT
Aetna Quote & Enroll Thursday, August 12 at 2 PM CT
Medicare Supplement Tuesday, August 24 at 10 AM CT
Aetna Quote & Enroll Tuesday, August 24 at 2 PM CT
Hospital Indemnity Flex Wednesday, August 25 at 10 AM CT
Cancer and Heart Attack or Stroke Plus Thursday, August 26 at 10 AM CT
Online contracting Thursday, August 26 at 2 PM CT
Protection Series Final Expensewhole life insurance Tuesday, August 31 at 2 PM CT

 

For more information, contact a Pinnacle Financial Services representative today

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

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

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AIG | Our streamlined underwriting process has a new catchy name!

AIG | QoL In The Know: July 2021

AIG | QoL In The Know: July 2021
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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.

Get details

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.

Bulletin 21-047

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.

Bulletin 21-043

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.

Bulletin 21-039

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.

Bulletin 21-045

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.

View flyer

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.

Bulletin 21-048-PG

 

For more information, contact a Pinnacle Financial Services representative today

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

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

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American Equity | EstateShield 10 Webinar

American Equity | EstateShield 10 Webinar

American Equity | EstateShield 10 Webinar
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EstateShield 10 Live Webinar

Tuesday, August 3, 2021 11:00 am to 11:30 AM CDT

Join Tom Kostek, Manager of Business Development, to discuss American Equity’s newest product, the EstateShield 10 fixed index annuity, and how it can ease your clients’ and prospects’ concerns about creating dependable income in retirement and a lasting legacy for loved ones.

Build a lifetime income strategy for retirement

The IncomeShield fixed index annuity helps provide your clients with the important benefits of principal protection, guaranteed lifetime income, and withdrawals that can start in as little as 30 days.

Check it out

J.D. Power report showcases our commitment to excellent customer service

We are proud to rank among the top three brands for overall customer satisfaction in the J.D. Power 2020 U.S. Life Insurance StudySM, and also achieve the highest satisfaction score for price.

Find out more

New Shield Suite ad slick available

Your clients have unique goals for retirement. We have a diverse and competitive suite of fixed index annuities to help them meet their individual needs. Check out our new Shield Suite ad slick.

Log on to view all available ad slicks

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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