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