If you or your clients are affected by Hurricane Dorian, please contact Allianz for assistance. View
Client Communication Regarding Value Correction.
As a result of a regular review process, Allianz has discovered a calculation error in which some of your client’s contract values were incorrect and less than they should have been. They will notify your clients that they have updated the impacted values and, if applicable, their contracts will be corrected going forward. View
The New ExpertOffice Training Experience.
Ready to unlock your full potential with ExpertOffice? You have access to videos and downloadable guides to help you do just that. Whether you’re looking for in-depth overviews or answers to frequently asked questions, you’re sure to find something to help you reach your goals. View
How to Connect with Life Operations After Hours.
Operating hours for these Life Operations phone lines have changed to 8:00 am – 5:30 pm ET:
• Death Claims
• New Business Licensing
• New Business Replacements/1035/Reg 60
• Paid Change
• New Business Retail Commissions.
Leave a voice mail message after hours, and a member of the team will return your call by noon on the following business day.
How to Submit Funds with a Term Conversion Application.
When a Term Conversion application for a straight or partial conversion is completed, AXA Equitable is now able to accept funds with the application. Learn How
Newslink: Long-Term Care Updates.
Next round of in-force rate action notifications to take place in late September. View
See all updates in this week’s copy of the Lincoln Leader
• Spectra Quick Quote Tool
Compbuilder Procedure Change for BIH/IGO.
There is a section on the compbuilder to notify Lincoln Financial Group Operations of the agent or agency’s pending new business at Lincoln. Within this section, there are areas that are specific to the pending new business that include identifying the client and policy information. Going forward it will be essential that this information is completed on the compbuilder for priority status processing. Learn More
Mutual of Omaha
State Approval: LTC Rider now approved in District of Columbia.
Effective October 2019. View
Extended PHI Hours.
Did you know your clients can complete their phone health interview (PHI) in the evenings or on a Saturday? Make sure your clients know about our convenient, longer operating hours for PHIs. View
Asset Care State Approvals.
The Asset Care Product Launch and Advertising Approval tracking spreadsheet shows the most current state availability information. You may continue to sell the current product in states where the new product has not launched, except for in Montana and Washington, D.C., as noted above
Asset Care Update from OneAmerica.
• Effective September 21: No longer available for sale in Montana, Washington, DC.
• Effective September 23: Available in Arizona, Connecticut, Delaware, Hawaii, New Jersey, North Dakota and South Dakota.
See All Updates
Updated: Internal Replacements/Exchanges.
OneAmerica Way for Internal Replacements and Exchanges was recently updated to better align with new products and improve clarity. To find the updated document, visit the Underwriting page on OSO and scroll down to the 1035s, Direct Transfers and Internal Replacements section.
Care Solutions Calculator: Solution for Known Issue.
Having trouble with the Care Solutions calculator on your mobile device or when using Internet Explorer? Mobile devices using the Safari browser as well as all devices using older versions of Internet Explorer may have difficulty loading products after selecting a state. Review the fix for this issue and where to get additional help
Care Solutions State Licensing Guide.
Access the OneAmerica Care Solutions state licensing guide quickly and easily! Get the current version
Take the Hassle Out of Term Applications.
How simple are we talking? The process will involve these easy steps:
1. Advisor submits Drop Ticket.
2. Email with link to online application is sent to client, who completes and submits the application.
3. Email is sent to client to electronically sign the application.
4. Full application package is emailed to case contact.