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Archive for December 17th, 2008

Rule 151A Adopted

We don’t do indexed annuities, but I know a lot of agents do.  Here is some news on 151A from NAIFA: Earlier today the Securities and Exchange Commission, by a 4-1 vote, adopted proposed Rule 151A, which will classify most indexed annuities as “securities” under the 1933 Securities Act. Once Rule 151A goes into effect [...]

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   Do you know how to use UnitedHealthcare’s brands and logos? We have recently updated our policy on agent use of UnitedHealthcare Medicare Solutions brands and logos.

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I updated the United Healthcare Commissions page with new information on INTERNALLY REPLACED Secure Horizon’s business (assuming you are the Broker of Record).

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Meeting is Tuesday December 23rd, 2008 (SEE OUR EVENTS CALENDAR FOR DETAILS!) A full Breakfast will be served at 8am. Meeting starts at 8:30 and runs to 10am. Topics include: Selling our benefits by comparison Ways to market and sell Advantra HMO/PPO products Maximizing how to generate leads and commissions now Changes in Medicare – [...]

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I was working with NAIFA to give the independent agent’s position with respect to the new Marketing regulations in general and the commission issues in particular.  I got this response back today (AHIA is the Health Insurance division of NAIFA): I hope that I responded to each of you individually to thank you for your [...]

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