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New Website
 
Virginia Long Term Care Partnership
 
Virginia LTC Partnership Online Training
 
test
 
DNC_Procedures.pdf
 
CANSPAM_Act.pdf
 
Do Not Call and SPAM Regulations
Remember there can be heavy fines for unsolicited phone calls and emails.
ING 9024 Fixed.pdf
 
90-24 Transfers and 403(b) IRS Changes
The Internal Revenue Service updated regulations on 403(b) retirement plans and 90-24 Transfers.
The Case for 'Income Annuities'.pdf
 
The Case for Income Annuities
Here is a very good article from The Wall Street Journal explaining why an Income Annuity could be the right thing to do for those who may be retiring soon.
Insurance Medicine
Why underwriters may have a different view of a clients health, than the client.
Filebuilding
Special Service Agency is using a process called 'filebuilding' to help in the turn-a-round time for cases at the home office.
WCL replacement changes.pdf
 
West Coast Life Replacement Forms
West Coast Life is changing the way they handle replacement forms and how long they will hold money. It is very important that you make clear what the replacement status is when you submit an application. Remember, now in Virginia, you MUST fill out replacement forms even if there is no replacement.
Use It or Lose It!
The power of making lifetime gifts.
Partnership Training Required for LTC Riders
John Hancock is requiring NAIC Partnership Certification on all Life Policies written with Long Term Care Riders.