Congratulations, Marie T.

Another Milestone Announcement
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EFES is pleased to announce another producer milestone. Marie T. has surpassed the $900,000 mark for submitted final expense premium all time. We would like to thank her for this accomplishment and congratulate her as well. We appreciate your business, Marie!

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You Have Questions, We have Answers

Be Interactive
Questions-and-Answers-small
Looking for a way to improve your sales? Join us for our exclusive Plug & Learn Session this week and be interactive during the Q&A. We encourage you to be part of the team!
Guest Speaker: Jim M.
Topic: “Developing Longevity In Our Business”
Time: 10am CST
When: Tuesday, July 22nd

Need more information for this call?
Give your EFES Marketer a call today!
(866) 824 – 6733

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Stay Tuned – Exciting Things Coming Your Way…

coming-soon-sign
EFES is committed to the training of its agents. We are therefore announcing a scheduled product training webinar every Thursday morning at 10:00CT. The first one will occur on Thursday, August 7th and the host will be Royal Neighbors of America. More details to follow as we get closer to the event. Again, we are committed to this training and to making you the most knowledgeable agent you can be. Thank you for your business!

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New Business Made Easy!

RNA New Application Announcement
simple
RNA has announced one application for all of its traditionally underwritten products:
• Royal Advantage Term
• SecureLife UL CV
• SecureLife UL DB
• Essential Life WL
• Youth Essential Life WL
Form 131733 (Application for Life Insurance) now replaces 121732 (Application for Permanent Life Insurance) and Form 1725 (Application for Term Insurance).

Important Dates
July 16 – New application (Form 131733) will be available for ordering on the RNA website.

July 16 – August 15 – RNA will accept the old and new applications.

August 15 – Only new application will be accepted.

The new application has been formatted to be easier to print, scan and fax. Another time-saver for the agent. If you have questions about RNA’s products or services, please call us at 866.824.6733.

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Plug & Learn Session

You Have Questions, We Have Answers
Questions-and-Answers-small
Be Interactive
Looking for a way to improve your sales? Join us for our exclusive Plug & Learn Session this week and be interactive during the Q&A. We encourage you to be part of the team!
Guest Speaker: Chase Urich
Topic: “Getting Started With EFES”
Time: 10am CST
When: Tuesday, July 15th

Need more information for this call?
Give your EFES Marketer a call today!
(866) 824 – 6733

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Congratulations, Braulio!

Another Milestone Announcement

Target 1

EFES would like to recognize a major contributor to our production goals. Braulio B. has passed the $300,000 mark in all time submitted final expense production. We would like to thank Braulio for his loyalty and dedication and, of course, for his business. Thank you, Braulio!

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Thank You Alfredo!

Alfredo M. Hits A Major Milestone!
thank-you
EFES would like to congratulate Alfredo M. for his outstanding accomplishment. Alfredo has surpassed the $900,000 mark in all time Final Expense submitted premium. We would like to thank him for his efforts and his loyalty to EFES over the years.

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EFES Announces New iPhone App!

We Are Expanding the Ways for You to Interact with Us!
world communicate
EFES is proud to announce another communications dimension for you to utilize. We have launched our own smart phone app. This app is essentially a mini-website with such features as Home Page, News Items, Events, Photos, Videos, and more. There are also links to our website and Facebook page. Check it out! Just go to the App Store and search “Equita” and you will find it. This app is only available through Apple products (iPhone, iPad, etc.), but do not despair Android users, your app is on the way. We at EFES will continue to foster new ways to connect with our producers and hopefully make your life a little easier!

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Kemper Product Changes

Kemper Product Changes Below
Update
About Kemper

  • Kemper has 6 million policyholders
  • They have $8 billion in assets
  • They employ over 7,000 associates
  • They have an “A Excellent” AM Best rating

Changes to the KSS Product Linkup
Kemper has announced the following changes:

    • Guaranteed Issue Whole Life Premiums – Effective August 1, rates will be changing. Also, a $7,500 face amount option is now available (except in the states of Washington and Florida).
    • Home Health Care – Effective August 1, the $25 policy fee has been eliminated.
    • KSS Website Portal – Effective July 1, the new website portal is “live”. The link is http://webconsole.boonchapman.com.

Please note that any supply orders for product brochures regarding these changes will not be processed until after August 1.

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You’re Invited…

EFES All Agent National Conference Call
YoureInvitedF
What’s all the excitement about? What’s the big news? Get informed and join us for our monthly conference call! This coming Monday, we will host our customary “All Agent National Conference Call”.
Date: Monday, July 7, 2014
Time: 10am CST
Call your EFES Marketer today for more details!
(866) 824 – 6733

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James M. Excels!

CONGRATULATIONS, JAMES M.
Great Job
EFES is pleased to recognize another significant production achievement. James M. has submitted in excess of $700,000 in final expense premium all time. We would like to thank him for his dedication and loyalty and especially for his business. Congratulations, James, on this monumental accomplishment!

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The Power of Referrals

They Can Be Your Best Lead Source
Lead-Generation
Referrals are a testament to the trust that your client has for you. A personal recommendation is also proof of a job well done and the best compliment of all!

Asking for Referrals Makes Good Business Sense!
Asking for referrals should be standard practice for all producers. Here’s why:

  • Cost Effective-they are the least expensive lead generation source
  • Risk Reduction-they result in a higher close ratio

Obviously, the way to generate the most referrals is through consistent good service. It can be as simple as saying:
“John and Mary, many of my customers like to introduce me to others because of the important work i do and the services I offer. I would be honored if you would consider doing the same.”

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Attention…

Transamerica Final Expense Update
Update
Effective June 25, new state availabilities for the Final Expense Solutions portfolio include:

California: Immediate, 10 Pay & Easy Solution
Massachusetts: Easy Solution
Guam: Immediate, 10 Pay & Easy Solution

Backed by the Transamerica name, these products offer competitive premiums, straightforward underwriting, face amounts up to $50,0001 and a Children’s/Grandchildren’s Benefit Rider with Immediate Solution.

Please note the last day to submit Monumental Life Final Expense applications will be July 25th, 2014. New applications can be found on Agent Net Info > Forms.
• New Applications for California: L122 1012T CA & L123 1012T CA
• New Applications for Guam: L122 1012T & L123 1012T
• New Applications for Massachusetts: L122 1012T MA & L123 1012T MA

TransWare®
The Final Expense Solutions portfolio is available on TransWare® and Agent Net Info. If you already have the TransWare software you can click the “Check for Updates” button to download the new version.

To access the software for the first time, select “Software” on the left-hand side on Agent Net Info, select “TransWare“, then select the latest version of the “TransWare Illustration“.

When prompted with “Download the latest versions of the following files” select “Yes“.

If you are not automatically prompted, select “Check for Updates” at the top of the software, then select “Yes” to “Download the latest versions of the following files“.

Mobile Rate Calculator
The Mobile Rate Calculator will be available with the new final expense enhancements for the states that are approved. To access the Mobile Rate Calculator How to Guide, visit Agent Net Info, select “Software” on the left, then select “Mobile Rate Calculator How to Guide“.

QUESTIONS?
For more information about the Final Expense Solutions portfolio, please visit Agent Net Info or call your EFES Marketer at (866) 824 – 6733.

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Save The Date!

Plug & Learn Session
save_the_date
This is your opportunity to learn from the best.
Join us for our exclusive Plug & Learn Session next week.

Guest Speaker: Home Office, Chase Urich & Regional Director, Joe C.
Topic: “Your Partnership with EFES”

We encourage you to join and be interactive during the Q&A!

Need more information for this call?
Give your EFES Marketer a call today!
(866) 824 – 6733

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EFES Office Holiday

Office Holiday Announcement
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In observance of Independence Day, the EFES Home Office will be closed on Friday, July 4, 2014. We will reopen for normal business hours on Monday, July 7, 2014.

Amid all of the holiday celebrations, family picnics and gatherings with friends, we encourage you to take a few moments and contemplate how fortunate we are to live in America and enjoy the freedoms we do.

We wish you and your loved ones a very safe and enjoyable holiday!

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Thank you, Emily!

Congratulations Are In Order

Great Job

EFES would like to recognize the significant contribution of one of our most productive agents. Emily M. has surpassed the $600,000 mark in all time final expense submitted production. This is an incredible achievement and we would like to thank her for her loyalty and dedication. Congratulations, Emily. We know this is just the beginning for you!

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WOW-Way To Go Jack!

Way To Go, Jack S!
WOW
We would like to recognize Jack S. for his milestone accomplishment this month. Jack has submitted in excess of $900,000 in final expense premium all time. We greatly appreciate his efforts and offer him our sincere thanks for his loyalty and dedication to EFES. We look forward to many more years of excellent production from Jack. Thanks again!

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Save The Date!

Plug & Learn Session

save_the_date

This is your opportunity to learn from the best. Join us for our exclusive Plug & Learn Session next week with Royal Neighbors of America (RNA).

Guest Speaker: Michelle Hilliker – Executive Assistant, Sales & Darcy Smith – Fraternal Specialist
Topic: “Nations of Neighbors”

Call your EFES Marketer today for more details!
(866) 824 – 6733

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Congratulations, Glenn!

A Big Thank You to One of our Best Producers!

way-to-go

Way to go, Glenn B! Glenn was one of the first producers ever contracted with EFES. He has been here from the start and has consistently generated high production with excellent placement and persistency. We appreciate his loyalty and his continued confidence in our organization. Thank you, Glenn, for your support!

 

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Thank You John B. For Your Business!

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EFES Marketing would like to thank John B. for achieving a monumental accomplishment. John has crossed the $300,000 mark in submitted final expense premium all time. It is agents like John that help to make our company a success and we congratulate him on this achievement!

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We Are Now Part of the “YouTube” Generation

How To Get Started…

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You can log onto YouTube and find our channel by entering EFES University in the search field or click below and the link will take you directly to the subscribe feature so that you will be automatically notified whenever a new video is posted.

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More Information at Your Fingertips…
EFES University is pleased to announce the debut of its own YouTube channel. Our goal is to house many of our recruiting and informational videos on this site for your use. We will also post periodic training videos that may be helpful to you in your quest to enhance your final expense knowledge and awareness of opportunities available through our organization. We encourage you to make sure of the valuable information on this site and, as always, we thank you for your business!

Don’t forget to subscribe, like and comment!

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You’re Invited

EFES All Agent National Conference Call
Save the Date 1
What’s all the excitement about? What’s the big news?
Get informed and join us for our monthly conference call! This coming Monday, June 9th, we will host our customary “All Agent National Conference Call” @ 10am CST.

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Bob M. Has Achieved an Incredible Milestone!

Another Milestone Announcement
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Congratulations Are in Order for Bob M.

EFES would like to recognize one of our most productive agents. Bob M. is a long-term producer who consistently generates superior quality production. We would like to thank Bob for his efforts. We are confident with is approach to the business that he will experience many more years of successful production! We appreciate your business, Bob!

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Slight Change of Plans!

The Date For The EFES All Agent National Conference Call Has Been Changed

important_announcement

Mark Your Calendars!

The EFES All Agent National Conference Call has been moved from June 2nd to June 9th for June only. We will send out an additional notice with more details and an agenda next week. Sorry for the change. We appreciate your patience and look forward to our call on June 9th.

 

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NEW GI Whole Life Final Expense Product….

...that accepts Credit and Debit Cards!!

National-Guardian-Life-Insurance-Company-Logo-sm

We are excited to introduce a NEW Guaranteed Issue whole life insurance product from National Guardian Life Insurance Company (NGL)!

Consistently rated as one of the country’s most successful independent mutual life insurance companies, NGL is built upon service, reporting and solid products.

NGL – It’s about people.

  • Guaranteed Issue (Ages 40 – 80)
  • No Health Questions
  • Free NGL Funeral Trust Option
  • One Page Application
  • 48 – Hour Issue of New Business
  • Online Reports – Update
  • Lifetime Renewals
  • Can Sell Over The Phone

Contact us today to get started with this new product opportunity!

(866) 824 – 6733

 

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Kemper Udpate

Hawaii Now Approved for Kemper Senior Solutions GI Whole Life

kemper

KEMPER SENIOR SOLUTIONS

The Guaranteed Issue Whole Life will be implemented in: Hawaii on June 2, 2014.

 

Hawaii will use the standard GI Life brochure: B-MWL-SS(01/14), and the life application will be form number: ICC12-SS-0912.

 

Printable versions of the brochures as well as the required forms are available at the following website: http://portal.reservenational.com/forms.aspx . The current supply order form, approved products list and a required forms list are attached.

 

IMPORTANT:  Please note that regulations require that a completed replacement notice (Form: L-RP-SS) be submitted to the home office with the application (and a copy of the completed replacement notice left with the applicant) in each case where the application shows that the applicant has existing life insurance or annuity contracts in force (i.e. question 1 on the application is answered “yes”).  Hawaii regulations impose this requirement even though replacement is not intended by the applicant.

 

Questions? Please call 855.516.8528 to speak to a Kemper representative.

 

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Michelle H. Reaches A Significant Milestone!

Congratulations Are In Order...

Great Job

EFES would like to recognize the significant contribution of one of our most productive agents. Michelle H. has surpassed the $400,000 mark in all time final expense submitted production. This is an incredible achievement and we would like to thank her for her loyalty and dedication. Congratulations, Michelle. We know this is just the beginning for you!

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Sales Support Update

Our Sales Support Efforts Continue to Evolve

Update

EFES recently announced a new Sales Support function for our agents.  We now have a direct toll-free number so that our agents can obtain illustrations, quotes and product information from a dedicated group of resources.  The phone number and email address are listed below.  Also, if you click on the link below, it will take you to an interactive form that will allow you to request specific illustrations and quotes.  You can type the information directly onto the form and email it to the email address below.  Hopefully, our Sales Support division will help you write more business and address those special insurance needs of your clients.

 http://www.efesonline.com/wp-content/uploads/2014/04/Life-Quotes-V2.pdf

Toll-Free Telephone Number

866.824.6941

Email Address

agentsalessupport@equita1.com

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Important RNA Announcement

RNA Now Offering Graded Death Benefit (GDB) in North Carolina

important_announcement

Royal Neighbors of America (RNA) has announced that it is now accepting GDB business in the state of North Carolina.  If clients answer “yes” to either question 8 or 9 on the SIWL application, they will qualify.  The GDB provides for graded death benefits during the first two years (30% first year, 70% second year) with full benefits for the third and all future years.  Maximum face amount is $10,000. Click the link below for RNA’s Agent Training Guide for Simplified Issue Whole Life and Graded Death Benefit Whole Life.

http://www.efesonline.com/wp-content/uploads/2014/05/GDB.pdf

 

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Update Regarding National Guardian Life

National-Guardian-Life-Insurance-Company-Logo-sm

Yesterday, we introduced the new Guaranteed Issue product from National Guardian Life.  We also sent to you contracting paperwork, brochures and rates.  Today, we are sending you a marketing video and fliers that are personalized for EFES.  Make sure you check  your email for these!

 

We will be scheduling a Plug & Learn in the near future to provide additional insight and training on this unique product.  Stay tuned for details…

 

National Guardian Life is consistently rated as one of the country’s most successful independent mutual life insurance companies.  NGL is built on service, reporting and solid products!

If you have any questions on this carrier or product or any of the products offered by EFES, please contact your EFES Marketer!

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Congratulations, Paul S!

you're the best

EFES would like to take this opportunity to recognize one of our most consistent producers. Paul S. has been a long-term achiever and, as a result, has surpassed the $500,000 threshold for submitted final expense production.  Thank you for all your efforts, Paul.  We salute you!

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TransAmerica Announcement

transamerica-logo

 

Call Routing Update

To better serve your needs and personalize your experience, the Transamerica Sales Desk has updated its incoming call system. Effective immediately, callers are directed to the internal wholesaler designated for the caller’s region. If the Internal is not available, the call will go to voice mail. This new system will help to alleviate long hold times and allow for more individualized service.

For ongoing product and sales support to help you and your agents grow, contact Transamerica’s Sales Desk or email at lifesales@transamerica.com.

CRB 216 0514

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New Product Offering!

Groundbreaking News!

We are Very Excited to Introduce a NEW Guaranteed Issue Product From National Guardian Life (NGL)!

senior-citizen-travel-insurance2

  • Completely Guaranteed Issue, Ages 40-80
  • One Page Application
  • No Health Questions or Medical Restrictions
  • Approved in All States Except CT & NY
  • Clients receive a FREE NGL Funeral Trust
  • Direct Express Card Accepted
  • Credit and Debit Card are Approved and Accepted
  • 48-Hour Issue of New Business
  • Online Commissions and Reports – Updated Daily
  • Top Commissions with Lifetime Renewals
  • Can Sell over the Phone (Wet signature required

 Contact Us Today To Get Started!

 

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Lead Cost Adjustment (Update)

Lead Cost Adjustment (Update)

letter

Due to Postal Rate Increases…

EFES is announcing a $2 increase in the cost of fresh A leads with a maximum charge of $24 per lead. As an example, if your current charge is $20 per lead, your new one will be $22.  However, if it is currently $23, your new charge will be $24.

No leads will be sold for greater the $24 maximum. 

This increase will take affect with leads that are purchased on January 25 and billed on February 5.  As you know, the postal service is increasing its rates on January 29.  In the past, EFES has absorbed the cost of previous such increases. However, with those previous and the current increase going into affect this month, we are forced to pass on at least a portion of that cost to our producers. That being said, we will continue to do our best to provide the freshest and most viable leads to our agents.  We appreciate your understanding regarding this difficult decision and we greatly appreciate your business!

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