Welcome to Special Service Agency, Inc.

This is the place where you can get all that you need, from applications and forms to product information and industry news.  By clicking on the Agent Resources section, you can get appointed, research products, run or request quotes and download forms and applications.

We are here to serve you.

If there is something you do not see on the website, or if you would like to discuss a case with someone, our staff is available during regular business hours.

Do not hesitate to contact us with any questions or requests.  We look forward to having a long and prosperous business partnership with you.

Let us help you get it right the first time

If you have a client with less than perfect health, let us help.  Not everyone can get a preferred rating in life insurance, but the best way to make sure you have the most realistic quote for them, you need to prescreen and let us Quick Quote the case before you take an application.  Special Service Agency can Quick Quote your case by presenting clients details to about a dozen of our underwriters to see where the case best fits and get a feel for the rating class and premium based on the information provided.  Just click on the Quick Quote Questionaire box below for a simple one page questionaire you can fill out while your client is on the phone setting the appointment.  Get us that information and we will get you a tentative offer from one or all of our companies. 

Special Service Agency also has access to a library of more detailed questionaires for situations where more details will be needed, such as Diabetes, Prostate Cancer, Depression, Breast Cancer, Coronary Artery Disease or Aviation.  Just give us a call and we can help you put your client with the right company on the first try.

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PARTNERSHIP TRAINING

If you plan on having Long Term Care as part of your portfolio of products, be aware that you MUST be Partnership Certified to sell these products.  Make sure you have taken the 8-hour NAIC Partnership Traning Course.  If you have already taken the 8-hour course, keep in mind you must take the 4-hour refresher course within two years of completing the initial course.  Mark Covey, our in house LTC Specialist has been certified to teach both these classes. Here are some links with information on both classroom and online training opportunities:

4 and 8-Hour Partnership Training online

Transamerica Expands the TOP Program

The Transamerica Opportunity Program, TOP, has expanded to include their new 10, 15, 20, 25 and 30 year termUL products.  The program gives you, the producer, the opportunity to get your client additional life insurance based on a policy with a minimum face amount of $100,000 that has been placed within the last five years, and keep the underwriting class, even if it was not written through Transamerica.  Your client can apply for up to $1 million in additional coverage through this program with minimal underwriting.  CLICK HERE for the details on this program, or give us a call to discuss how this may fit into your book of business.

2011 Cost of Care Survey

The Cost of Care Survey for Long Term Care has been released.  Click on the map below to see the results.

IMPORTANT ANTI-MONEY LAUNDERING UPDATE

We are starting to get notifications from several of our carriers that producers will now be required to have AML training if they plan to sell any Universal or Whole Life products.  You must have this training and any refresher that has been offered.  CLICK HERE for AML training or to see if you have any updates that need to be completed.

Sales Strategies You Can Use

Special Service Agency is always on the look-out for the latest in product information and sales strategies that will help you serve your clients needs.  If you do not see something here on our website please email or call our office and one of our Marketing Managers will be glad to get you any information or material you may need.  Click on the links below for current sales strategies.

IMPORTANT LONG TERM CARE INFORMATION

As of September 1, 2007, Virginia has joined many other states in offering Long Term Care Partnership Plans. To sell these plans you must have completed NAIC's 8 hours of Long Term Care Partnership Continuing Education Course. As of 2009 you will also need to have at least four hours of continuing edcuation refresher courses to continue Long Term Care sales. Click on these links if you would like more information on the Virginia Partnership Program or would like to take the online course.

Virginia has also set up a website for its residents so they can see what the Partnership Program entails.  If you would like to see what they are seeing you can go HERE for more.

If you have already completed the 8 hour course, remember you must complete the 4 hour CE Partnership Refresher Course within 24 months of the date you received the Partnership Certification to maintain your certification.  You do not have until the end of the 2009-2010 biennium as was previously understood.  If you completed the 8 hour CE Partnership training in September 2007, for example, you must complete the 4 hour refresher course by September 2009.  If you have any questions in regards to this latest information, please contact Kelly Stern or Carolyn England.

If you have questions, need more information, have comments or would like someone from our office to contact you, please CLICK HERE to send us an email.

Special Service Agency, Inc. Disclaimer: This website, and all of its contents here under are strictly for the use of AGENTS LICENSED WITH Special Service Agency, Inc. This site is NOT FOR CONSUMER USE. The materials contained in this site are based on information made available to Special Service Agency, Inc. by the insurance companies we are contracted with as well as third party insurance information providers. The purpose of the information provided on this site is to provide Special Service Agency, Inc. agents with a quick guide to products and services available at Special Service Agency, Inc. While Special Service Agency, Inc. makes every effort to maintain the accuracy of information provided on this site, we DO NOT GUARANTEE the accuracy of information provided on this site and are NOT RESPONSIBLE FOR ERRORS AND OMISSIONS. All information should be verified with Special Service Agency, Inc. by the Agent before use with the public.

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