Planning Tips and Carrier News for Advisors 

Securian-Text Message Notifications for Tele-Interview

Posted by LTCI Partners | Jun 1, 2021 2:30:00 PM
Hi , We are excited to announce an enhancement to the SecureCare Universal Life underwriting process: beginning June 1, clients can receive text message notifications directing them to schedule their tele-interview.
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We are excited to announce an enhancement to the SecureCare Universal Life underwriting process: beginning June 1, clients can receive text message notifications directing them to schedule their tele-interview.

The tele-interview itself will still need to be completed over the phone, but the texts can be helpful reminders that a tele-interview is needed, making it easier to schedule an assessment and get in touch with an interviewer.

How will this work?

LTCG will still contact customers the same amount of times they do today, however, a contact attempt will now be defined as either a phone call or text message. If a customer does not provide a cell phone number on their application, the text messages will be replaced by phone call attempts.

  • First contact: The day after a tele-interview order is opened at LTCG, the customer will receive a text message directing them to schedule their tele-interview via our online portal or by calling an assessment services representative directly. If an email address was provided on the application, the customer will also receive an online scheduling email.
  • Second contact: If the customer does not schedule their tele-interview within 24 hours, they will receive a reminder text and/or email.
  • Third and fourth contacts: A phone call is made with online scheduling information left in a voicemail as applicable.
  • Fifth contact: The customer will receive a final text message notifying them that multiple contact attempts have been made and directing them to schedule their tele-interview or contact their agent if they’ve chosen to withdraw their application.

We’ve updated our marketing materials to reflect this change:

Please let me know if you have any questions.

Thank you!

Ashlee S. Gould
Regional Vice President – SecureCare
ashlee.gould@securian.com

400 Robert Street North, St. Paul, MN 55101-2098
614-425-6793 (mobile)
www.securian.com/securecare

Securian Financial
Securian Financial Group, Inc.
securian.com
 
Please keep in mind that the primary reason to purchase a life insurance product is the death benefit.

Life insurance products contain fees, such as mortality and expense charges, and may contain restrictions, such as surrender periods.

Additional agreements may be available. Agreements may be subject to additional costs and restrictions. Agreements may not be available in all states or may exist under a different name in various states and may not be available in combination with other agreements.

SecureCare may not be available in all states. Product features, including limitations and exclusions, may vary by state.

SecureCare Universal Life Insurance includes the Acceleration for Long-Term Care Agreement. The Acceleration for Long-Term Care Agreement is a tax qualified long-term care agreement that covers care such as nursing care, home and community-based care, and informal care as defined in this agreement. This agreement provides for the payment of a monthly benefit for qualified long-term care services. This agreement is intended to provide federally tax qualified long-term care insurance benefits under Section 7702B of the Internal Revenue Code, as amended. However, due to uncertainty in the tax law, benefits paid under this agreement may be taxable.

These materials are for informational and educational purposes only and are not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action. Securian Financial Group, and its subsidiaries, have a financial interest in the sale of their products.

Insurance products are issued by Minnesota Life Insurance Company in all states except New York. In New York, products are issued by Securian Life Insurance Company, a New York authorized insurer. Minnesota Life is not an authorized New York insurer and does not do insurance business in New York. Both companies are headquartered in St. Paul, MN. Product availability and features may vary by state. Each insurer is solely responsible for the financial obligations under the policies or contracts it issues.

Securian Financial is the marketing name for Securian Financial Group, Inc., and its subsidiaries. Minnesota Life Insurance Company and Securian Life Insurance Company are subsidiaries of Securian Financial Group, Inc.

For financial professional use only. Not for use with the public. This material may not be reproduced in any form where it would be accessible to the general public.   

DOFU 5-2021
1659040

Topics: Securian

Written by LTCI Partners

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