MONDAY MORNING MEMO
November 9, 2020
Senior and Individual Products Update
You can now move from client profile to electronic enrollment all in one system with CSG. Check out this short video to learn how you can create and upload lists, create client segments, and quote multiple clients at once.
CSG Training
We have a short video that provides an overview of the CSG platform available on our website. After logging in, select Senior Products from the top menu, then select CSG Training from the Resources tile.
Medica

M Health Fairview has announced some closures and consolidations of locations effective December 2020, which impacts the Bold by M Health Fairview network. These locations may temporarily appear when your clients search for a provider in this network, but the locations will not be available after their closure dates. Learn more with the Fairview FAQ.
In 2021, the amount of financial help (advance premium tax credits) available to Individual & Family plan members will be reduced in southeastern Minnesota due to market changes in monthly premium costs. Impacted members will be notified of this change and provided with options to ensure they are able to find a plan that offers benefits to keep them healthy, and when possible, save them money. Saving opportunities vary by member, but they may have the option to:
  • Switch to a new network
  • Switch to a new plan
  • Switch both network and plan 
Medica is encouraging members to talk to their broker to help them find a plan that’s right for them.
Closing the sale is easy when Ameritas checks all the boxes
In a busy time like AEP, your clients may be looking to add dental coverage. And choosing a dental carrier can be an overwhelming decision! Thankfully, you can step in to help with that big decision. Check out this easy guide that shows the most important qualities to look for in a dental carrier.
Annuity News and More
A skeptic takes a second look at SPIAs
This week's annuity rates are here.
Team Email Contacts
Click an option below to reach our teams via email. You can also contact team members by calling 800-598-5560.
Upcoming Office Closure
To allow our staff time to celebrate Thanksgiving, our offices will be closed on Thursday, November 26th and Friday, November 27th. We will reopen on Monday, November 30th. We hope you and your family are able to connect and enjoy time together.
Catch up on past editions of the Monday Morning Memo here.