Posted by Nickelle Leist on Thu, Apr 10, 2008 @ 01:26 PM

The Most Common Mistakes When Submitting Life Insurance!

Proposed Insured (this information is incomplete on 32% of all cases received)

• Occupation and Duties
• Proposed Insured Earned Income
• US Citizen/Resident Alien
• Drivers License Number
• Subject to Back-up Withholding

EFT (incomplete on 25% of all cases)

• Account Owner Name and other EFT data

Beneficiary/Owner (incomplete on 23% of all cases)

Posted by Nickelle Leist on Wed, Dec 5, 2007 @ 09:30 PM

The following dates are the 2007 submission cut-off dates for Life Business.  

To ensure that your cases are counted for 2007 production numbers, all delivery requirements (including Premium), Should be received by the dates specified below by each carrier.  As always, requirements should be in good order to ensure the case is included in production. 

AIG: Friday, December 14th

AXA Equitable: Friday, December 21st

Genworth: Friday, December 14th

Posted by Anonymous on Thu, Nov 15, 2007 @ 12:13 PM

Simple, yet commonly over looked errors are causing unnecessary underwriting delays! 

Know what mistakes to look for before sending in your next application.

Overlooked application error:   

Sending in an application that is dated differently than the forms and checks submitted with the application.

Consequence:

If the dates are different,  the check will be returned by the carrier, NO EXCEPTIONS

Solution: