Our monthly update — delivering tips & tools to help you succeed
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GPAgency will be closed on Monday, July 4th
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Have a safe, enjoyable holiday!!
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INGREDIENTS
- 1 loaf (10 3/4 ounces) frozen pound cake, thawed
- 1/2 cup blueberry pie filling
- 1/2 cup strawberry or raspberry pie filling
- 1 3/4 cups whipped topping
DIRECTIONS
- Slice pound cake horizontally into three layers.
- Put bottom layer on your favorite serving dish and spread with blueberry pie filling. Place the middle cake layer on top, spread with strawberry pie filling and then top off with the top slice of the cake.
- Evenly spread the whipped topping on the top and sides of the cake. Refrigerate for several hours before slicing. Garnish with berries.
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June has been Annuity Awareness Month,
but it looks like annuities will continue
to SIZZLE throughout the summer.
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Our Current Annuity Rates
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PUT YOUR WEBSITE TO WORK!
Add a Client Quoter Tool to It.
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If you love the ease of our LifePipe Quick Quote tool, you're going to love this Client Quoter, which is built off the same platform. With iProspector, visitors to your website can easily obtain an instant quote for term insurance from a variety of top-rated carriers. If they click the submit button, the app is sent directly to you.
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Our CE Program Will Resume in September!
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Exam One: Applicant Preparation
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The paramedical exam is an important step of the life insurance process. To help prepare your applicants, Exam One has provided a helpful list of what applicants should and should not do prior to their exam. By following these simple steps, applicants will feel prepared and achieve more optimal laboratory test results.
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Applicants should:
• Get a good night's sleep
• Stay hydrated
• Document all current medications
• Notify the examiner of any past blood draw issues
Applicants should not:
• Consume salt or high cholesterol foods up to 24 hours prior
• Exercise vigorously up to 12 hours prior
• Drink alcoholic beverages up to 12 hours prior
• Use nicotine or caffeine up to one hour prior
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Regulatory & Carrier Notes
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Pennsylvania has recently adopted NAIC's updated Suitability in Annuity Transactions Model Regulation (“2020 Model Regulation”), with a 6/20/2022 effective date. It joins a growing number of states where the regulation is already in effect. Professionals submitting annuity applications in these states must comply with a Best Interest (BI) standard for annuity sales.
Find the 1-hour and 4-hour CE courses on the RegEd website under the state you are licensed. Go to RegEd Website
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SBLI
Whole Life Solution
End-to-end digital sales process for participating whole life.
Guaranteed fluidless, no-exam underwriting for all risks ($750K or less, ages 18-60, all risk classes)
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Equitable
GI Program Now Offers LTC Services Rider
The LTCSR is the only true long-term care rider in a Guaranteed Issue Program. When employers have 20 or more highly compensated key executives, they can choose to include long-term care to their Guaranteed Issue life insurance. It has additional requirements, and employees will need to complete a simplified LTCSR questionnaire for coverage. Click HERE to Learn More
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American National Upcoming Webinars
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July 13th, Noon CDT
SPIA Product Training
July 13th, 1:00pm CDT
Signature Whole Life Product Training
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July 28th, 1:00pm CDT
Proven Annuity Sales Ideas
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CareForward
Sales Incentive
Earn an additional $150 for each qualifying CareForward contract*
For each Thrivent CareForward application submitted between 6/1/22 and 9/1/22, and where the policy is paid and in-force by 12/1/22, you can earn an extra $150 per life. There is no cap to this incentive.
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Have a client who needs to collateralize a loan today?
Quote AND place Term Life coverage in LESS THAN five minutes.
This A+ carrier offers 10, 15, 20, 25, 30 year terms and coverage between $50K - $1.5M. No medical exam, no fluids required. The collateral assignment is issued within 2-3 days of approval. Contact Chris (chris@gpagency.com) or ask for any of our brokerage managers at (800) 283-8376.
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Get Paid Faster...
ADVANCE COMP!
Still Available!!
GPAgency's Advance Compensation program is for NEW Term and UL policies sold through Protective AND Legal & General.
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Through our website, we offer access to products that utilize an easy-to-use, 100% online platform. We also have consumer-friendly quoting tools -- you promote, prospect does the work, you get the commission.
Less time wasted means more policies sold and, when you add in our competitive pay, it's a compounded win for you and your agency's growth.
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Avoid Rejected Apps: Confirm Training Requirements BEFORE You Take an App!
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The last thing you want is to have an application rejected because you haven’t completed the proper training. Before taking/dating an application, make sure you have satisfied ALL the appropriate training:
1) Anti-money laundering (AML)
2) State regulatory and product training, particularly in New York
3) Carrier-specific product training
Not sure what training is needed?
That’s why we’re here! Contact our Contracting/Compliance department: licensing@gpagency.com or (800) 283-8376 (Brooklyn).
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