Archive for the ‘New Applications/Forms’ Category

Do you need insurance product training? RitterIm.com has an up-to-today posting of all the top carriers trainings on the events calendar. Registration is “one click” away at Ritter Insurance’s “Events’ Calendar”! (You must be logged in to register!)
  • Monday, April 18th; Go Health Overview Training webinar is open to all agents. Foresters New Producer webinar training is open to all agents. HealthOptionOne Product Overview and Training webinar is open to all agents.
  • Tuesday, April 19th; Baltimore Life Tele-sales Training for Silver Guard Products Using INSpeed webinar is open to all Baltimore Life licensed agents. Healthspring Certification Training is being held in Longview, TX. Mutual of Omaha Multi- Life Long Term Care Insurance teleconference is open to all agents.
  • Wednesday, April 20th; Bravo Health Training Certification is being held in MD, PA, and TX. Foresters SMART UL Training webinar is open to all agents. Target Insurance Services of PA “Business Optimization Workshop” Genworth Financial seminar is being held in Camp Hill, PA.
  • Thursday, April 21st; Foresters Advanced Planning webinar is open to all agents. Bravo Health Training Certification seminar is being held in Newark, DE. Healthspring Certification Training seminars are being held in TX, AL, TN, and IL.  
  • Friday, April 22nd; No scheduled trainings at this time.

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This past week we held webinars for Caremore, Preferred Care partners and Bravo to review their Special needs plans.  Below you will find a copy of the presentation along with any supporting materials.  We did record the webinars so click on ‘Link to recording’ to listen.   

Caremore presentation
Caremore website
Certification page on wiki
Link to recording

Preferred Care Partners presentation
Preferred Care Partners website
Certification page on wiki
Link to recording – coming soon

Bravo presentation
Bravo website
Certification page on wiki
Link to recording

Basics of SNP Blog Link

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Outlined below are the dates for Year End Application Submissions as provided by CMS. 

Paper enrollment forms and disenrollment requests received via U.S. Mail delivery on Monday, January 3, 2011, regardless of U.S. Postal Service postmark, may be considered “received” on Friday, December 31, 2010, and thus accepted as AEP elections.

Paper enrollment forms and disenrollment requests received Tuesday, January 4, 2011, through Friday, January 7, 2011, with a U.S. Postal Service postmark on or before December 31, 2010, may be accepted and considered received on the postmarked date.

AEP requests received in the mail after January 7, 2011, regardless of postmark, must be denied.

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Click here to go to our resource page

Company: Optima

Resource: Application

State: VA

Product: Medicare Advantage

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The new application form numbers are “ALMSAPP200812ID for the state of ID,  ALMSAPP200812CA for the state of CA, ALMSAPP200812MT for the state of MT, ALMSAPP200812SD for the state of SD, ALMSAPP200812TN for the state of TN and ALMSAPP200812TX for the state of TX.   

The new applications will be required for signature dates on or after May 1, 2009.

To access the revised applications for Idaho, California, Montana, South Dakota, Tennessee and Texas, visit our Resource Center and Select Admiral as the Company and Application as the Resouce.

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Be sure you have this form signed prior to any home visits.  Retain this form for your client file.

Here is the page with the form.

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Click here for the form.

The form is required with all enrollment applications effective immediately. Applications will be placed in incomplete status if the eligibility attestion is not included with enrollment application.


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Several state insurance departments have adopted the NAIC Model Life Insurance Replacement Regulations.  The latest state to adopt these regulations is West Virginia and this is to become effective immediately.  This means that some type of “Replacement” form is required in the following states:  AL, LA, MD, NC, KY, MS, NJ, OH, VA, TX and WV.

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As I noted in a former post, the Great American Companies (Loyal American, United Teacher Associates, CRL, Continental General and Provident American) are moving to a single application for Medicare Supplement which would cover each of these companies.  Since the rate classes vary by company, Great American issued this release to explain how to tie the 3 rate classes listed on the “single app” to the rate classes the companies have in their rate filings.  Here is the release: (more…)

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New applications are available in the following states:  DE, SD, OK and WY. 

These applications will be available on our RESOURCES page shortly.

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