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Online Application Status
Check the status of your submitted applications anytime, 24 hours a day, 7 days a week, from your phone or your computer. If you are on the phone with clients, you don’t have to put them on hold or call them back later. Simply log on to the Agent Resource Center to provide them with all the information they need and watch their application move through the entire approval process.
And that’s not all. You can also track outstanding underwriting requirements in real-time, including updates on your clients’ medical records and all other underwriting evidence. This will allow you to keep your clients informed throughout the process and to be proactive if there are any outstanding pre-issue or delivery requirements. We make it easy for you to check your client’s application status anytime, day or night.
To view the status of an application, log on to the Agent Resource Center and select Application Status (listed under My Tools). To review real-time status for you client’s underwriting evidence, select the policy you want to review and click on the evidence type (i.e. Medical Records, Phone Interview, Face to Face). This easy-to-use tool can help you communicate detailed application status with your clients right away, in the office or on-the-go, no matter what time they call.
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LTCi Tax Benefits
The year is more than half over and Fall is on the horizon – cooler air, colorful leaves, football – and the last chance for businesses and individuals to receive 2012 tax benefits for LTCi premium payments. As the year closes, your clients may be looking for additional tax deductions. Don’t forget to relay the fact that LTCi can be a tax deductible expense and they should discuss it with their CPA or tax attorney. The Agent Tax Guide can help guide you through questions you may be asked and help you understand the basic qualifications and limits for 2012.
Don’t let your clients miss out on additional tax benefits. You can download the 2012 Agent Tax Guide at the Agent Resource Center.
Neither Transamerica Life Insurance Company, Transamerica Financial Life Insurance Company nor any of its insurance agents/producers or representatives give legal, tax, or accounting advice. Please have clients consult with legal and/or tax advisors for assistance.