Back to Basics
This product covers a set period of time (10, 20, 30 years)
What is Term Insurance
This is the most common requirement when status is In-Force - Outstanding.
What is the Policy Delivery Receipt?
This vendor supplies Attending Physician Statements.
What is CRL?
Regulation that governs replacement of life insurance policies in New York state.
What is Reg 60?
Contains just about everything you need.
This party has no rights to the policy unless they also the owner.
This is the most common delivery method.
What is e-Policy
We complete Exam and Labs, and are Nationwide's default vendor.
What is APPS?
When completing this requirement, full statements are required for NY.
What is the Suitability Form?
Where you find the LNB Phone Team Quick Links.
What is the LNB Phone Team Sharepoint
Reasons to Purchase Life Insurance
What is Retirement Income? (Pay Debt, Final Expenses, College Tuition, Mortgage Protection, Loss of Income)
All requirements received and premium taken.
What is Issue In-Force?
We process labs results only.
Who is CRL?
The last page of a Whole Life or Term Illustration run for NY.
What is the Preliminary Information Statement?
Where you find the LNB Phone Team OneNote (Notebook)?
What is the LNB Phone Team Sharepoint?
Nationwide's Long-Term Care Product
Requirements outstanding and premium not taken.
What is Issue Not In-Force?
We schedule exams and labs, and process lab results.
Who is ExamOne?
The tax provision that allows the transfer of one life insurance policy to another without tax consequence.
What is a 1035 Exchange?
Where you find Job Aids and Procedures.
The LNB Phone Team Sharepoint?
This product is tied to market performance and may be subject to risk of loss.
What is Variable Indexed Universal Life?
This starts when we Issue Not In-Force.
What is the 30 day deadline?
I'm the form that allows Nationwide to order requirements like an Exam and Labs.
What is Part D (or Signature Page)?
Displays things like: Rescinding Carrier name and policy number, Stale Date, Turnaround time, Email, Special Requirements, Loan Carryover, and NIGOs.
What is the GOR (Good Order Review)?
Where the Call Sheet is located?
What is the LNB Phone Team Sharepoint?