Show me the Money
Discover or American Express Credit Card Information
What is we do not accept
An amendment is received and matches the most recent policy pages, but the agent signature is missing, is this IGO or NIGO?
What is IGO
If the replacement type is Internal, there cases should only be completed by what appropriate group?
What is Internal Replacement Case Manager
This rider is designed to provide a regular stream of income to the policyholder's family, typically for a specified period of time.
Income Protection Option Rider (IPO)
This is a type of exchange where all or part of the cash value from one life insurance policy is transferred to the cash value of a new life insurance policy
What is 1035 Exchange
Must be between the 1st and 28th of the month.
What is Draft date
The use of this is not acceptable under any circumstance on any form or application.
What is white out
This process of transferring funds from and existing UL or whole life Transamerica policy to a new UL or whole life Transamerica policy.
What is Internal 1035
This is needed anytime a rider is removed from a WFG policy
What is Letter of Intent (LOI)
This type of policy does not qualify for a 1035 exchange to occur.
What is Term (Trendsetter)
Must select one for initial payment and one for recurring payment.
What is Payment type
When a policy is ready for Contract Print, it will run through the Automated Processes to determine if it is eligible for this.
What is Edelivery
A report by a medical provider (doctor, hospital, clinic, etc.) who has treated a person seeking insurance. The documents received from the medical provider normally consist of records, charts, and notes from the physician.
What is APS
The issue age of this rider must be greater than 15 days and less than 18 years.
What is Child Insurance Rider (CIR)
If a policy is backdated, the client will need to pay retroactive premiums to cover from the back date to the current date. The amount depends on the premium payment mode on the policy.
What is Save Age
When the Account number, Routing number, or Signor name is added or updated in nbA, a call will be automatically placed to who to verify the account
What is GIACT
NIGO
Requirement in an ADD status is the responsibility of who to obtain
What is Agent
Insurance product which provides benefits for nursing and convalescent homes and home health care services
What is Long Term Care (LTC)
This happens when an application received has one or more of these factors. Insured/Owner is not a U.S. Citizen, Insured is a juvenile or the Owner's SSN is missing.
Ineligible for DocFast EDelivery
Must be received in equal modal frequencies.
What is Premium Payments
PAF is received with N/A for premium amount
IGO
Responsible for assessing the degree of risk that applicants pose to the company, including medical, financial, lifestyle, and family history.
What is Underwriter
If the insured is critically ill, a portion of the policy's face amount can be accessed in advance of death.
What is Critical Illness Accelerated Death Benefit Rider (CIADB)
A document that shows how a policy will perform throughout its lifetime. This document assists a policy owner in determining which product and/or product details are in their best interest.
What is Illustration