Critical Delivery Reqs & Limited Delivery
This "rating" or a flat extra would be considered critical.
What is a Table Rating?
This tab shows the producer's information (SAID code, Commission option, and percentage.)
What is the General Producer's tab?
This tab in AWD is where the Delivery Days are updated.
What is Financial tab?
"Amended per Underwriter" is used on the transmittal when the UW instructs New Business to do what?
What is amend?
What state requires wet signatures on the LTC Supplement?
What is CA?
Death Benefit Option Change from B to __ will be critical.
What is A?
This screen is where we would enter EFT information if EFT is in good order and mode is monthly.
What is the Billing screen?
We use this tool in AWD to generate the Amendment/Endorsement. (it's a button)
What is the Revisable Tool?
This rider requires it's own wording on the Transmittal.
What is FDNLG?
Who signs the amendment on delivery?
What is Policyowner and Producer?
This signature would be critical if missing on the Health History.
What is the insured's?
This screen will list the application solicitation date, LTCSP date, and the issue date.
What is the Contract Maintenance Screen?
We use this tool in AWD to generate the Approval Memo. (it's a button)
What is the Correspondence Tool ?
If allocations are 100% to this account, we add verbiage to the transmittal.
What is the fixed account?
Which state requires that the allocation(s) on an Application match the Illustration?
What is Minnesota?
___________ in Total Initial Coverage of more than 10% would be critical.
What is a Decrease?
We should compare the 7 Pay, GLP, GSP, and _________ amounts on Contract Maintenance.
What is the Commission / Initial Target Premium amounts?
This tab in AWD is where the Policy Dating Option gets updated.
What is Summary tab?
Policy paid verbiage is added if the case will be paid because there is money and no ______ delivery requirements. Fill in the blank.
What is critical?
What two states require risk admin review of the Adverse Action Letter?
What is NC and VA?
When there is money (TIA) on file and outstanding critical delivery requirements, we will limit the delivery period to the earlier to this amount of calendar days.
What is 17 days?
This is the allocation type dropdown we should select to input IUL allocations in Cyberlife.
What is Payment Transfers?
Items such as TeleAuth code, EAP Schedule, and other notes for issue can be found in these instructions in the issue/assembly tab.
What are Issue Instructions?
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What is the effective date of the new Tobacco risk class names ?
What is 2/21/25 ?