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Ameritas® – Disability Update 

January

2021

To keep you informed of Ameritas® disability income insurance news, we will be sending monthly email updates to you.

Each of these updates will highlight our DI Connect With Us training sessions, any new or updated materials and much more.

West Region Virtual DI Mini Huddle Meeting – Wednesday, January 20, 2021 – 12:00 p.m. – 1:00 p.m. Eastern

Scott McCarthy and Marcia Little will provide brief internal department updates, along with some best practices and ideas to expand your sales to help you start out strong in 2021. Click the link above to register.


DI with Term Sales Campaign Extended!

We’ve had great success with the DI with Term Sales Campaign and have extended it through the first quarter of 2021!

  • Eligibility:  Ameritas licensed agents working under brokerage general agencies, disability income centers, general agencies or independent distribution channel.
  • Concept:  Eligible participants are awarded for meeting the required term life application submission using the DI with Term Discount.  The discount requires either a new or existing DI policy on the same insured.
  • Both policies (life and DI) must be submitted and paid before March 31 to be eligible for award
  • There are now four award levels.  Participants can qualify for the first, second, third and maximum level awards one time each.
  • Awards will be mailed.

Product and Service Notices

First-Year Premium Amounts Modified on DI Bonus Plan

PS 4279: First-Year Premium Amounts Modified on DI Bonus Plan

eApply Updates Include Accelerated Underwriting

As we continue our work to improve eApply, we are pleased to announce enhancements related to Accelerated Underwriting and the Health Questionnaire.   

PS 4263: eApply updates include Accelerated Underwriting                                                              


DI Training

click on the links to register 

DI Connect with Us Webinars
Monday, January 11, 2021 @ 11:00 am EST –  Benefits of Using eApply for Submitting DI Applications

Monday, January 18, 2021 –  Martin Luther King, Jr.  Day – Office Closed

Monday, January 25, 2021  @ 11:00 am EST –  DI Conversations that Move

Monday, February 1, 2021 @ 11:00 am EST –  DInamic Foundation Policy Provisions 

 

Illustration Software
If you aren’t using already using the web-based version of the illustration software (web-based is always updated automatically)

make sure you download the most current version 2.90.930 of Life Designs.

Illustration Software pic

As always, let us know how we can help you write more DI business with Ameritas!

DI Sales pic