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- Virginia Long Term Care Partnership
- Virginia LTC Partnership Online Training
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- Genworth LTC CHanges Oct 1.pdf
- Genworth Long Term Care Changes
- If you are sitting on any Long Term Care quotes for Genworth Financial, please understand they are only good if an application is SIGNED no later than September 30th and received in this office by October 29th to allow time for processing and sending to Genworth in order for it to be received by their November 2nd deadline. Applications signed after September 30th are subject to the new rates. Product enhancements will be available and all forms must be new forms (revised for 10.01.07 changes). NO old forms will be accepted.
- 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.
- Genworth Partnership Program Updates and Online Courses
- Genworth Financial offers Long Term Care Partnership and is making online training available.
- Genworth Education and Awareness Teleconferences Continue
- Every Thursday in October, Genworth will be hosting a series of Teleconference Calls. Click on the article to find out the weekly topics, number to call and login information.
- 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.
- Long Term Care Awareness Week
- Partnership Training Required for LTC Riders
- John Hancock is requiring NAIC Partnership Certification on all Life Policies written with Long Term Care Riders.
10 Things You Should Know
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