Product News
Surebridge Offers Quick Quote Tool and New Prime DVH Rate Sheet!
- CLICK HERE to access the Quick Quote Link
- State Specific Rates
Symetra SwiftTerm® enhancements
SwiftTerm® enhancements |
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Automated term coverage in as little as 25 minutes |
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| March 16, 2022
At Symetra, we’re always fine-tuning our products to ensure they’re competitive, fulfill your clients’ financial needs and help you build your book of business. That’s why we’re pleased to announce some recent enhancements to our SwiftTerm digital platform: |
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| With SwiftTerm, clients get an end-to-end digital experience that can provide term life insurance in as little as 25 minutes.1 And now with its top tier pricing for all premium modes, you can look to SwiftTerm to be one of the most competitive term product solutions around.2 | |
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2022 Expo: Hotel Arrangement Guidance
Are you coming to the Expo but the Embassy suites are fully booked?
There are several other hotels in the immediate area that are probably more reasonably priced. Just a few are:
Comfort Inn Oceanside: 954-428-0650
DoubleTree by Hilton: 954-427-7700
Hampton Inn Deerfield: 954-481-1221
As the Expo is now less than one month away, please make your reservations accordingly.
CLICK HERE to reserve your seat for the Expo!
Transamerica Washington State Updates – LTC Rider is Back on FFIUL Policies
| We’re excited to announce the acceptance of Long Term Care Rider cases on Transamerica Financial Foundation IUL® (FFIUL) policies in Washington beginning March 5, 2022. For more details and to get any questions answered please take a look at our Frequently Asked Questions document. |
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| On December 5, 2021, we enhanced our Long Term Care Rider with several updates to provide more value to your clients. | |
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| Keep up-to-date on all Transamerica life insurance updates by bookmarking the page below. | |
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Kansas City Life: Check out the valuable advantages of the new Longevity Term 80/85 life insurance
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AIG Foreign National Guidelines Update
The Guidelines for Sales to Foreign Nationals have been updated to reflect the lifting of COVID-related restrictions related to contacts with Category 3 foreign nationals. In effect, we are increasing the lookback period for travel to the U.S. to accommodate Category 3 clients who were unable to travel in 2020 and 2021.
Also, Russia is removed from the list of approved countries for foreign nationals. The Foreign Travel Guidelines are also updated to reflect the current situation in Eastern Europe.
Updated Accommodation: Non-Resident Aliens, living outside the U.S., must have the following physical presence in the United States:
- A minimum 15-day stay annually in the U.S. for at least the prior 24 months OR
- A minimum 15-day stay in the U.S. in the prior 12 months as well as another minimum 15-day stay in the U.S. within the prior 48 months
- Please read page 3 of the Foreign National Guidelines linked below for the full requirements.
For more information, go to our underwriting resource center through www.LevinsonAndAssociates.com
Securian: SecureCare III Announcement
I wanted to make sure you were aware of the newest version of SecureCare, SecureCare III, that will be going live on Monday, March 28. This will include several enhancements to make SecureCare more competitive but will also include a premium increase. Even with this premium increase we will remain highly competitive in the linked benefit space.
In order to receive the current product and current rates all applications must be received by Securian no later than Friday, March 25 at 3pm CST. Check out the below announcement for details including transition rules and key dates.
| Give your LTC clients a boost |
| We heard you. And built the long-term care (LTC) solution you want: SecureCare™ III, a hybrid LTC plan built on a nonparticipating whole life insurance policy.
It has all the things you love about its predecessor — a cash indemnity benefit for LTC with no fine print or restrictions about how it can be used — plus more flexibility. Now clients can choose the protection that matters most to them: § Maximize protection on their premium dollars with full return of premium § Maximize leverage on their premium dollars with LTC Boost1 Join us on Wednesday, March 30, 2022, to discover what’s new with SecureCare III.
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