Important Levinson Carrier News and Updates – 07/20/23
Gerber Life Insurance
Did you know…
- The average cost of a funeral is $7,8001
- Social Security provides a one-time death payment of only $2552
Your clients may not have considered the total cost of their last wishes and other final expenses.
Gerber Life has put together a resource to help you assist your clients and prospects in understanding the scope and potential cost of a funeral, which can lead to a larger discussion about paying for final expenses and the types of life insurance coverage available that can help meet this need.
Our new Funeral Expense Worksheet is also a part of our larger Legacy and Last Wishes Guide, and now it is available as a convenient one-page worksheet to share and discuss with your prospective clients.
Click here to view the Funeral Expense Worksheet
Click here to view the Legacy and Last Wishes Guide
SAGICOR 411
Milestone MYGA made easier
As if a top interest crediting rate of 5.00%1,2 and an A- rating from A.M. Best weren’t enough reason to love Sagicor’s Milestone Multi-Year Guaranteed Single Premium Deferred Annuity (Milestone MYGA), it’s now even easier to sell.
Our updated annuity eApplication offers a streamlined, user-friendly experience and ensures applications are submitted in good order. The updated Annuity eApplication Step-by-Step Guide is now available to walk you through the new wizard eApplication format.
SYMETRA Life Insurance Company
Updates to Symetra SwiftTerm® platform
We’re excited to share that we’ve made improvements to the Symetra SwiftTerm customer experience! Effective today, July 19, 2023, you will see the following SwiftTerm platform enhancements:
- Instant policy delivery: No more waiting two days for policy delivery! Once a customer has received their offer and made their first payment, the producer, BGA case contact and customer are immediately notified that the policy is in the customer portal.
- Fully embedded lifestyle and health questions:
- Lifestyle and health questions are fully embedded into the user experience. Customers will have a clearer view of where they are in the application process.
- Customers only see one question at a time to create a more seamless mobile and tablet experience.
- Questions are answered with a single click. No more clicking to answer and then clicking again to “save.”
- These changes will help reduce the number of errors reported when customers access the questions.
- Simpler application signing process: Customers no longer need to “lock” their application answers before moving on to the signature stage. A new summary screen shows their answers and allows them to quickly jump back to a section if they need to change it before signing. The signature stage is fully embedded in the application process to reduce potential errors.
- New reminders to begin the customer interview: You and your customers will receive email reminders to start the customer interview on days 2, 3, 11 and 29. Customers have 30 days from the time a ticket is dropped to fill out their portion and complete the SwiftTerm application process.
