Webinar: Multi-Generational Asset Allocation Modeling
Join Provada and Lincoln Financial Group on Thursday, January 5 at 10:30am PST as we discuss how you can help your clients integrate life insurance into the multi-generational asset allocation model and bring them new ideas for all aspects of their financial portfolios. This week's webinar will highlight:
High Blood Pressure and Cholesterol Now Eligible for Preferred Plus
Lincoln Financial Group has made a few changes to its underwriting guidelines which are outlined below.
Medical
A Competitive Product to Meet Your Clients Needs
Whether you’re looking for basic death benefit protection, ensuring your children’s future, or providing coverage for a business loan Lincoln LifeElements Level Term will meet your needs. Here are some of the highlights of the LifeElements product:
Act Quickly If You Have Second-to-Die Apps in the Works
Lincoln Financial has had amazing rates on their second-to-die product. However, they have just announced a price increase.
Most states have already approved the increase so you have until April 27th to submit a formal application.
More forms required for Lincoln MoneyGaurd
Lincoln MoneyGaurd Point-of-Sale Forms Update
Any tickets that are submitted on March 25, 2011 or after must have the following forms completed, in all states, and signed forms by both the owner and the agent. These forms need to be submitted along with the ticket and other required forms.
Which Life Carriers are Quickest? Best underwriting? Easiest to work with?
With more than 40 different carriers available at Provada, it can often be time consuming to find the best one for a particular situation. Many factors are involved in carrier selection including pricing, the financial strength of the carrier, underwriting offers, capacity, etc.
Lincoln National Direct Deposit for Commissions
Effective 7-1-2010, all new producers will be required to complete an Electronic Funds Transfer authorization for direct deposit of all commissions at the time of contracting. Checks will no longer be issued. By 1-1-2011, all existing producers and terminated producers will be required to complete the Electronic Funds Transfer authorization. Checks will no longer be issued for amounts under $2,500.00.
If you need an EFT authorization please contact us.





Follow Us