APIM Newsletter 5/12

APIM Newsletter 5/12

As we wrap-up the 2022 APIM Agent Conference and Recognition, we would like to thank all of the agents for joining us for this amazing evening. We would also like to thank the many Carrier sponsors that helped make this event possible.  

If you did not attend, make plans to join us for the next event! 

Here are just a few of the highlights of the evening:

  • Cocktail Hour(s) for Networking with Carrier Partners and other Agents
  • Learning about new products and Sales ideas.
  • 2 Amazing Keynote speakers!
  • Plenty of FOOD and DRINK at dinner with Carrier comments throughout the night.
  • Tons of Raffle Prizes and Giveaways throughout the night!

Thanks again to everyone that participated and attended. YOU are the reason we do what we do!

Your TEAM at APIM!

APIM Newsletter 5/12

Ameritas® – Disability Update

May is Disability Insurance Awareness Month Welcome to Disability Insurance Awareness Month.


This week we want to promote a very simple concept – DI Building Blocks. We want clients to understand Disability Insurance and feel comfortable with their decisions, as they often do with Life Insurance. This sales concept is designed to help you and your clients better understand what Disability Insurance does, how the product works and assist them in assessing the type and amount of coverage that they need.

Use this sales primer to plan your campaign.

You may also utilize these videos and HTML email copy to reach out to existing clients and prospects about the need for disability insurance.

We have many client approved fliers that highlight different aspects of our disability insurance policy. A few that I often use are:

We also have separate fliers for each of the optional benefit riders that highlight how they work and provide examples of how benefits may be paid. Be sure to check them out before meeting with your clients.

Be on the look-out for Ameritas social media posts throughout this month. When you follow us on Facebook, LinkedIn and Twitter, you can easily share our posts with your followers.

Important notice for field associates licensed in California, but not appointed with Ameritas.

Due to system maintenance work in the State of California, field associates who are licensed in California, but not appointed with Ameritas in California, will not be able to submit new business between Friday, May 20 and Saturday, May 28, 2022. New business submissions can resume on Sunday, May 29, 2022. This does not affect field associates who are licensed and appointed with Ameritas in California.


DI Connect with Us Webinars

Monday, May 16, 2022 @ 11:00 am EST –  Placing Substandard DI Insurance Cases

Monday, 23, 2022 @ 11:00 am EST – Key Financial Underwriting Concepts for Disability Insurance

Monday, May 30, 2022 –  No Training – Office Closed – Memorial Day  

Monday, June 3, 2022 – @ 11:00 am EST – Agent Involvement in the Disability Income (DI) Claims Process

APIM Newsletter 5/12

eApplication Bonus Fixed Indexed Universal Life (FIUL)

Beginning May 1st and running through August 31st (with cases placed by October 31st), we will pay $50 on Term and $100 on Perm to your firm. Attached is a flyer with more details. 

• Digital Part 2 – no phone interview EVER!

• Client collaboration – agent completes the Part 2 or shares with the client for them to complete

• Instant Underwriting Decisioning/Underwriting Pathing provided within minutes of submission

• ExpressTrack Underwriting – up to $3 Million, ages 18-60, Term & Perm – no labs, no exams, no pre-issue APSs


The eApp is the optimal way to submit business to JH – for both your cases that you are targeting an accelerating underwriting process as well as your larger cases. Please let me know if I can answer any questions or give you team a quick overview on the eApp and what your case management team and producers can expect. Thanks!