You are logged in as

Taylor Johnson

About Taylor Johnson

Posts by Taylor Johnson:

Important news for Banner paper app users

Effective August 1, Banner will no longer accept the traditional paper life insurance application. ALL applications must be submitted with either the new fillable PDF application or the digital application.

Important highlights:

  • No more paper apps! Download the new fillable PDF application here.
  • No more exam or APS ordering! Banner orders ALL underwriting requirements.
  • No more checks! Banner will collect payment details electronically. Physical checks will not be accepted.
  • No more playing telephone! Banner will reach out to clients direct throughout the underwriting process via email. Please ensure the client’s email address is typed in correctly and tell them to open and respond when needed.

Why the change?

  • To simplify the application process for all involved
  • Less invasive
  • Faster decisions
Learn more about the new submission process

 

Questions? Call us at 800-762-7500.

Don’t let inflation stall their plans

A recent Nationwide® survey reveals how clients are feeling right now

\"\"

 

As inflation continues to rise, many clients are canceling or postponing major life events such as:

  • Buying a home
  • Retiring
  • Starting a family
  • Holding a wedding

Download the infographic with more key findings to help inform your conversations with and recommendations to clients as they prepare for the future during these uncertain times.

News headlines can lead investors to make poor investment decisions

Stay focused when news breaks
With average annual returns of just 2.9% for the 20-year period from 2000 to 2020, the average investor underperformed virtually every asset class, from the 8.7% return of small cap stocks to the 3.0% return of short term bonds. What’s the reason for this lackluster performance? According to a Nationwide white paper, frequent trading is a primary culprit, and much of that is the product of investors trying to time the market in reaction to news headlines. With digital platforms dominating news coverage these days, it’s never been more important to help your clients counter the lure of news headlines. This white paper examines the role headlines play in emotional investment decision making and provides ideas to help your clients stay focused on the principles of long-term investing. We encourage you to access it now:
Stay focused when the news breaks

Price Reductions for Term, MoneyGuard; New VUL and More! – Lincoln Life Leader

Lots of good news in this edition of Lincoln’s Life Leader!

If you are not familiar with TermAccel, please note Lincoln TermAccel® life insurance offers an entirely electronic, streamlined interview process with fully automated underwriting and no APS requirement.

Here are the highlights and here is this edition of Lincoln’s Life Leader.

Pricing improvements and more!

See the Lincoln Life Leader with very exciting announcements.

Headlines

Click this link to explore Lincoln’s NEW Specialty Markets landing page and access Foreign National resources: http://lfg.com/garesourceguide

NEW: To listen to a recorded eApplication training presentation, click this link: Recorded eApp Presentation

NEW: For all of your new business updates and ease of doing business with Lincoln, please click on this link: https://lincoln-financial.lfd.com/GoDigital

Merry Christmas + Holiday Hours 🎄

Season\’s greetings!

ISSUE Insurance will be closed in observance of Christmas on Friday, December 24, 2021 and New Year\’s on Friday, December 31, 2021.

We will reopen at 10:00AM on Monday, January 3rd.

Questions? Please call us at 800-762-7500 or email us at easy@issueins.com.

Merry Christmas from ISSUE

Grow Your Business with Nationwide’s Term + Perm Program

ISSUE Email Headers (2)

Nationwide\’s Term + Perm program allows clients with an eligible term policy from an eligible competitor to buy a new permanent life insurance policy from Nationwide without current medical underwriting. It provides:

  • a streamlined life insurance buying process
  • face amounts up to $2.5 million
  • option to add cash indemnity Long-Term Care Rider
  • clients can choose to keep existing term coverage in force
Learn more

Legacy Planning Opportunities for Today Webinar (10/7/21)

John Hancock \”Legacy Planning Opportunities for Today\”

TODAY – Thursday, October 7, 2021

 2PM Eastern Time

Please join us for the \”Legacy Planning Opportunities for Today\” webinar.

This webinar will go over the following: 

Current estate planning environment and outlook

  • How life insurance can help High-Net-Worth families

Opportunities for creating flexibility

  • Survivor standby trusts
  • SLAT language
  • Financing as an alternative to gifting

Presenter:

Tracey Ullom, JD, CLU

Associate Counsel, Advanced Markets

John Hancock Insurance

Join Zoom Meeting

One Tap Mobile:

877 853 5257,,88523598416# (US Toll-Free)

855 703 8985,,88523598416# (CAN Toll-Free)

Dial By Your Location:

877-853-5257 (US Toll-Free)

855-703-8985 (CAN Toll-Free)

Meeting ID: 885 2359 8416

Passcode: 437984

Find Your Local Number

Join By SIP 

Join Now!

PacLife Now Offering eInterview for eApps

Online Health History Questionnaire Is Here! 

As of September 13, 2021, Pacific Life announced a new eInterview option for drop ticket / electronic applications. On all Pacific Life eApps, the client will be emailed a link minutes after dropping a ticket. HOWEVER, if the client does not apply via link after SEVEN DAYS, the ticket will be sent to the call center to reach out to the client for a phone interview (seven days after the ticket was originally sent). 

The AboutMe Online Health History (OHH) questionnaire is a simpler way for clients to complete their health history and is an alternative to the current teleinterview process. 

Please view full bulletin for more details and helpful resources.

View Full Bulletin
Download the Client Prep Guide
Submit a drop ticket

Other carriers that offer electronic interview processes:

\"\"\"\"\"\"

«‹ 2 3 4 5›»