Exciting Opportunities for 2019
Target Begins Transition to Ash Brokerage
Looking for a Longer Option for Term?
Happy Thanksgiving from Everyone at Target Insurance Services
Target Insurance Services is Joining Ash Brokerage
LTCi Awareness Month Starts November 1
Term Conversion Change from Protective
Protective recently announced a change to the way they will handle term conversions on older policies. With the launch of their ProClassic Legacy policy, they have also announced a discontinuation of ProClassic UL, as well as a discontinuation of conversion to their full portfolio for products...
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1035 Consumer Exchange Information Center
Happy New Year!
Great American Annuities Now Available Through Target Insurance Services
We are pleased to announce the addition of Great American Life Insurance Company's annuity products to our portfolio. With an A rating from AM Best and more than 150 years' experience, Great American offers an additional choice when considering which product is best for your client. In...
Webinar Tomorrow: Use of Inherited IRAs to fund Asset Care III
2017 Leaders Conference
In case you missed our e-mails, Target's 2017 Leaders Conference is scheduled for October 16-17, 2017. Join us at the DoubleTree in Overland Park, Kansas to hear memorable speakers, learn about the future of underwriting, and be reassured that our industry changes the lives of the clients we serve. Click...
Sept. 15 Webinar–Learn about State Life’s Asset-Based Portfolio of Products
Ready to dig into the OneAmerica® Care Solutions product suite? They are excited to offer our Virtual Care Solutions University webinar series! Join them Friday, Sept. 15 at 1 p.m. ET for an overview of the Care Solutions product suite and how to navigate the options with your clients. Care...
Put Women First During LIAM
September is Life Insurance Awareness Month!
Replacement Form Required for Life Insurance Policies in Missouri
Missouri is now an NAIC state. As with other NAIC states, a replacement form is now required in Missouri when a life insurance app is completed. Please be sure to include the replacement form when downloading an app packet and make sure it is signed by your client. Please let your case manager know...
Principal’s Enhanced DI Website
NGL Discount Forms
NGL Offers discounts for approved associations and employer groups. The following forms are required, depending on which discount your applicants are eligible for. ELTC Association Discount Form ELTC Certification for Eligibility of Association Group Discount ELTC Employer Group Discount Form ELTC...
New Underwriting Pre-Screen Tool
It was great to join you in Dallas for Cambridge’s Ignite Conference!
Follow-up information from Claude Thau: It was nice to chat with all of you at Ignite! in Dallas. Admittedly, I don’t always remember what I discussed with each individual. Even if I do remember, you might be interested in something we did not discuss. So, you can choose from the following...
How active are your clients?
Upcoming PruLife UL Protector Product Changes
Rate Changes for Pru’s Term Essential
LTCi Claims Materials from Mutual of Omaha
Target’s Top Tools for the Individual Market
Take a look at our new collateral, as well as some of our favorite industry pieces, and please reach out to us if you have ideas for other pieces you'd like to see. How to Target Millennials for IDI Sales New Audiences for Income Replacement (DI) Insurance Disability Disconnect Infographic ...
Genworth announces their suspension of All Traditional Life Insurance and Fixed Annuity Sales effective March 7, 2016.
Stand-alone LTCi sales are not impacted. In our predictably fluctuating financial market economy we occasionally see changes within the insurance industry which catch us all off guard. We are processing the information from Genworth and waiting on analysis which will provide us with additional...
Turnkey Worksite LTCi with AGIS
AGIS Network is an organization that does a tremendous job closing and enrolling work-site LTCi programs. They are so successful because they have invested in tools to help educate about the burden of caregiving for employees and to help relieve that burden. AGIS’s expertise makes cases more successful. ...
LTCi Sales Support Position
Target Insurance Services is adding a new staff position to the LTCi team in our Overland Park office. We’re looking for someone to help financial advisors serve their clients’ interests in protecting against LTC events in their family, someone with strong communication skills and attention to...
January 28: The Evolution of Long Term Care & Insuring the Risk – Onsite 1 Hr CE KS/MO
Join us on Thursday, January 28 at 8:30 am for onsite CE. During this one hour class, Timothy Vannoy, CLU, ChFC, CFP will be exploring how to help clients plan for long term care events. He will be discussing the traditional long term care marketplace and recent events facing the carriers. There...
Principal Financial requires Direct Deposit of all Commission Checks by October 31.
For several years, the Principal Financial Group® has encouraged financial professionals to receive all types of payments via direct deposit. It is fast, simple and secure. As we continue to improve the quality of service we provide, we have made direct deposit our approved method of payment. Please...
July 24, 2018: 1, 2 or 3 hours of Ethics CE; DI CE; 10 Common Life Insurance Planning Mistakes June 26, 2018: DI CE with Rick Cordaro; 4-hour Partnership refresher course June 4, 2018: DI CE; 12 Life Insurance Mistakes that Aren't Cheaper By the Dozen April 12, 2018: 4-hour Partnership refresher...
January 8, 2019: Exciting opportunities for 2019 December 12, 2018: Life product changes; LTC Range of Exposure tool webinar; LTCi tax limits and more December 6, 2018: Target Insurance Services Begins the Transition to Ash Brokerage November 15, 2018: On Target Underwriting; New IUL from...