News
News
Sentinel Security Life | Update on Utah Order
You may have seen the Emergency Order issued by Utah’s Department of Insurance on 12/2/24, and I wanted to offer additional clarity on the situation. First and foremost, it’s important to note that we remain active in the market despite erroneous media reports suggesting we are prohibited from writing new business. Our day-to-day operations have […]
CMS | Changes Medicare Disaster/Emergency SEP Process to no longer allow direct enrollments by agents.
Change to Beneficiary Use of the SEP for Individuals Affected by a Government Entity-Declared Disaster or Other Emergency This memo announces a change to how beneficiaries can make an election using the Special Election Period for Individuals Affected by a Government Entity-Declared Disaster or Other Emergency (Disaster/Emergency SEP). Beginning on April 1, 2025, individuals wishing […]
Attention Important Information | End of AEP Guidance & Deadlines
We will process applications received through December 7th until 6:00 PM EST If you cannot get the enrollments to Pinnacle Financial Services by 6:00 PM EST, please send them directly to the carriers. Remember – Electronic enrollment platforms will be available.
Protective | Website News – Protective Custom Choice℠ UL
Update on Protective Custom Choice sm UL discontinuation Meet short-term coverage needs without interruption Effective Dec. 31, 2024, new sales of Protective Custom Choice UL will be discontinued. We’ve updated the transition rules and encourage you to take two simple steps to make this a seamless transition: Review the updated transition rules for Protective Custom Choice UL […]
Americo Compliance | Missouri Annuity Suitability Training Guidance
The Missouri Department of Commerce and Insurance issued a bulletin that provides further guidance on the training requirements for producers selling annuity products. It highlights specific provisions to clarify key aspects of the new producer training regulations. Training Requirements: Producers selling, soliciting, or negotiating annuities in Missouri must comply with the new annuity training requirements […]
CMS.gov | 2026 Proposed Rule from CMS
Contract Year 2026 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly (CMS-4208-P) Background On November 26, 2024, the Centers for Medicare & Medicaid Services (CMS) issued a proposed rule that would revise the Medicare Advantage (MA) Program, […]
The Standard | Annuity Rate Increase on December 2, 2024
Boost Your Income: Full Commission on Eligible Annuity Transfers We pay full commission on most internal transfers. This applies to annuity business out of surrender, written after 2008 for clients age 85 and younger. Learn more > Rates increasing on December 2, 2024: Multi-Year Guarantee Annuities – Fixed Rate Focused Growth Annuity crediting rates (All series) +0.30% […]
Molina Matters | The Flexible Benefit Card
The Molina flexible benefit cards* are one of the top reasons beneficiaries choose Molina Medicare plans. For 2025, the benefits are even better. Join one of our product training sessions to learn how this card may be just what your clients are looking for! *Card names and designs vary by plan.
