Planning Tips and Carrier News for Advisors 

NGL- Product Updates- May 2019

Posted by LTCI Partners | May 15, 2019 1:16:48 PM
EssentialLTC Product Updates
 
 
 
 
 
Agent Resource Center
 
 
Updated Tax Summary
 
New & improved! Updated information for 2019 and additional information across the board.
 
For agent and broker use only. Not for distribution to the public.
 
 
Updated Agent Guide
 
Updated Employer/Association Group Guideline section to include Employer Group rate class (where available) and minimum participation requirements.
 
Be sure you have the most recent version of this go-to administrative guide and check for a 3/19 revision date on the bottom of the content pages.
 
For agent and broker use only. Not for distribution to the public.
 
Other Recently Updated Marketing Materials
 
Product Features & Sales Ideas – learn about the highlights of the EssentialLTC product with corresponding sales ideas
 
Product Summary updated comprehensive EssentialLTC reference sheet
 
Underwriting Prequalification Form - updated pre qualification questions
 
NGL Financials – NGL’s assets have grown to nearly $4.5 billion; you’ll see these updates in printed materials and on the web
 
Application for Approval of Association Group   – updated to include a brief marketing plan section that is now required when requesting group approval
 
For agent and broker use only. Not for distribution to the public.
 
Webinar Reminder
 
How to Place More LTCi Business
 
LTCi specialist, Philip Shields, will join us and share how he maximizes his placement rate.
 
Don't miss this session to learn how to analyze why policies are not placed, tips for effective prequalification, how to reduce declines, and how to avoid not taken out (NTO) policies.
 
 
Lori Gubash CLTC, FIC
National Sales Vice President, NGL
Over the last decade, Lori helped grow a leading LTC agency’s national footprint and recently joined NGL as National Sales Vice President.
 
Philip Shields CLTC
President, Shields LTC Insurance
 
Philip has over 20 years of experience as an LTC specialist. Currently he’s a leading producer, trains agents nationwide, and has an exceptionally high placement rate.
 
For agent and broker use only. Not for distribution to the public.
 
 
 
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For agent and broker use only. Not for distribution to the public.
 

Topics: NGL-EssentialLTC

Written by LTCI Partners

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