EFES Office Holiday Announcement

From our family to yours!
Professional THanksgiving
The EFES offices will be closed on Thursday, November 27, and Friday, November 28 so that our employees can enjoy the Thanksgiving Holiday with their families and friends. We will reopen for normal business hours on Monday, December 1.
We would like to take this appropriate time to thank all of our producers for their loyalty and commitment and for being a part of our EFES family. The reason we are a success is because of you not us and we genuinely appreciate your efforts. We hope you and your families have a safe and enjoyable Thanksgiving weekend!

Posted in NewsFeed | Comments Off

EFES INCREDIBLE ONE MILLION DOLLAR MILESTONE ANNOUNCEMENT

Congratulations on a Job Well Done!
Target 1
Thank you, Glenn B.
EFES would like to say a BIG thank you to Glenn B. Glenn has surpassed the $1,000,000 mark for all time final expense annualized premium. We appreciate your efforts and your dedication to our company. Glenn was one of the first producers we ever contracted and certainly one of the best! Congratulations, Glenn!

Posted in NewsFeed | Comments Off

Need Your End of the Year Lead Orders

It’s Time to Place Your Lead Orders for the Holidays
If You Do Not Contact Us, We Will Assume that You Wish to Continue Your Holiday Lead Orders At Your Current Level

png

The Holiday Season Is Here…
There are only a few weeks left in the year with the holidays coming soon. Everyone will be busy with holiday preparations and family commitments. Now is the time to place your lead orders so that you will have those valuable appointments for the remainder of the year. We encourage all of our producers to prepare early and order early. Call your EFES Marketer to discuss future leads or your schedule for the balance of the year. As always, we thank you for your business!

IMPORTANT: IF YOU DO NOT CONTACT US, WE WILL ASSUME THAT YOU WANT TO CONTINUE YOUR HOLIDAY LEAD ORDERS AT YOUR CURRENT LEVEL!

Posted in NewsFeed | Comments Off

Foresters Announces Accelerated Death Benefit Rider

The Facts:
It is a fact that 75% of healthy individuals will become critically ill at some point in the future. In light of that fact, Foresters is now offering the Accelerated Death Benefit Rider to eligible certificates.
heart
ABR Introduced
Foresters has announced its Accelerated Death Benefit Rider. This rider offers the owners of eligible certificates an opportunity to accelerate a portion of the eligible death benefit and receive an accelerated death benefit payment if the insured is diagnosed with an eligible illness. Depending on eligibility and state variations, the issued rider will include one or more eligible illnesses – chronic illness, critical illness and terminal illness. If you have questions regarding this rider or any of Foresters’ products or services, please call your EFES Marketer at 866.824.6733.

Posted in NewsFeed | Comments Off

Monumental Now Accepts Social Security Payment Mode Options

daisyWheel
Monumental Announces Social Security Payment Mode Option Effective today, Monumental Life will accept the new Social Security billing option for all Final Expense premium payments. Monumental has the ability to withdraw on corresponding Social Security Benefit deposit dates for both checking accounts and the Direct Express MasterCard. This method of payment should increase your persistency and sales opportunities.
Timing Is Critical
Premiums should be scheduled to correspond with Social Security Benefit payments. Proper timing of the withdrawals with Social Security Benefits will assure that premium payments are collected prior to the funds being withdrawn by the client. For your benefit, click here to view a 2015 Social Security Benefit Payments calendar.

Please contact your EFES Marketer is you have any questions regarding Monumental, its products or its services.
866.824.6733

Posted in NewsFeed | Comments Off

Bargain Basement Leads!!

Temperatures May Fall But Your Sales Don’t Have To…
EFES is announcing a sales opportunity for all of its producers. Effective Monday, October 13, 2014, we are offering our Excess A and Bonus Leads at a 50% discount if they are purchased through the Shopping Cart. This is the largest lead purchase discount in our history and it lasts until the end of the year!

Fall Sale

Finish Off The Year with a Bang…
This is your opportunity to finish off the year with a huge sales quarter. You have the opportunity to purchase leads at bargain basement prices and increase your production at the same time. Please take advantage of this incredible offer.

If you have any questions regarding this offer or anything else dealing with EFES, its services, carriers or products, please contact your EFES Marketer at:
866.824.6733

Posted in NewsFeed | Comments Off

Don’t Miss The Boat!

EFES Insta-Leads Are the Best Option for Viable, Affordable Leads in the Industry

Boat
Insta-Leads are the NEXT GENERATION of Final Expense leads! With Insta-Leads, you get:
• The freshest leads in the industry
• Locked-in lead cost
• Pre-qualified telephone-generated leads from clients asking to speak to an agent
• Exclusive leads generated in your local area
• Verified information – Address, Phone Number, Age, Gender, Tobacco Status and Spouse Information, if available

Call your EFES Marketer at
866.824.6733
to get the “scoop” on these exclusive leads!

Posted in NewsFeed | Comments Off

Veterans Burial Benefits Information

NGL Issues Pertinent Information Regarding

U.S. Veterans Burial Benefits

National Guardian Life has issued a new brochure regarding Veterans Burial Benefits. The men and women who have served so admirably in our armed forces are entitled to certain benefits at the time of their passing. This brochure effectively outlines those benefits for you. Hopefully this information will be valuable to you whenever you encounter a veteran interested in final expense coverage. Please click on the link below for this brochure. As always, we will do our best to keep you informed regarding similar publications in the future.

Click icon

Posted in Uncategorized | Comments Off

UHL/EFES Video Available

Final Expense Leads | Website Service
EFES has been working with United Home Life to secure an EFES personalized video about UHL, its products and services. We introduced one last month dealing primarily with UHL as a company. We are introducing a new video that focuses on their products. That video is now available on our YouTube channel. Just click on the link below and you will be able to view the video. While you are there, please subscribe to our channel and be the first to view our new videos as they become available. As always, we are working very hard to keep our producers informed and engaged. Our commitment is to provide you with as much information as possible to do your job. Thanks for your business and let us know if there are any particular carriers for which you need additional information.

play icon

Posted in NewsFeed | Comments Off

New Form Requirement

New Form Required on all UL, Term and Final Expense for Monumental and Transamerica
Final Expense Leads | Important Notice
Please make note of this new form number
Effective September 16, 2014, a new Beneficiary/Additional Insured Information (BAII) supplemental form (DMF 2014) is required with all Transamerica universal life and term life and Monumental final expense products. Please note that there are state variations of this form for both companies.
This form is not required for applications submitted on or before September 16, 2014. It will become a delivery requirement for policy placement if it is not included with the application from September 17 through October 31, 2014. It is required on all applications submitted on or after October 31, 2014. This form should be completed by the owner/insured to the best of their abilities, signed by both the owner/insured and the agent and sent to Transamerica/Monumental at the time of application submission. This form has been approved in all states except California and Massachusetts.

Posted in NewsFeed | Comments Off

Learn How You Can Save $$$ w/RNA Exclusive Member Benefits

Important RNA Webinar Announcement
learn button
Webinar Discussion

  • Dental & Vision Care
  • Prescription Drugs
  • Legal Services
  • Labs & Imaging
  • Hearing Care
  • Cash-back Shopping Network

Join RNA for Its Webinar Regarding Member Benefits*
Royal Neighbors’ Member Benefits are designed to help members save money throughout every stage of life.

Attend a 30-minute webinar hosted by Sarah Reemtsma, Manager of Fraternal Services. She will rebiew the savings available to members of Royal Neightbors on healthcare and legal services.

Want to attend? Give us a call @ (866) 824-6733!

Posted in NewsFeed | Comments Off

Monumental Life Name Change Update

transamerica-logo
In October 2013, Transamerica announced a name change for Monumental Life Insurance Company to Transamerica Premier Life Insurance Company. One of the benefits of this change will be to strengthen our position of being a leading insurance company focused on protecting families. We would like to inform you of the Company’s ongoing efforts to educate clients of the impending name change.

Beginning August 1, 2014, based on state approvals, clients will receive an intent-to-change communication informing them that Monumental Life Insurance Company is in the process of changing their name to Transamerica Premier Life Insurance Company. The communication will also assure them that this is a name change only, requiring no action on their part, and will have no impact on policy or certificate number, or features and benefits.

In addition, based on state approvals, clients will receive an endorsement letter with the Company Name Change Endorsement attached. They will be instructed to attach the endorsement to their current policy or certificate. It will also inform them that during our 2014 transition period, some correspondence may still refer to Monumental Life Insurance Company, until transition is complete.

Be on the lookout for additional communication and important updates regarding the name change.

Posted in NewsFeed | Comments Off

United Home Life Product Training Webinar

Please Join Us For UHL Product Training
product training webinar on final expense leads product
EFES has partnered with its carriers to implement a weekly product training webinar for its agents. We will showcase a new carrier each week and next up is United Home Life (UHL). The webinar will consist of their final expense product and underwriting.

When: Thursday, August 21st
Time: 10:00 am CT

For more information regarding this training webinar, please contact EFES Marketing at (866) 824-6733.

Posted in NewsFeed | Comments Off

Congratulations, Jim!

Jim W. has hit a significant milestone and this is a BIG one!
celebrate for final expense production
EFES is pleased to announce that Jim W. has surpassed the $900,000 milestone for submitted final expense production. This is a significant accomplishment because few producers are able to reach this level of achievement. Jim hit the $800,000 mark less than a year ago and continues to grow at an astounding rate. Thank you, Jim, for your loyalty and production. We appreciate it!

Posted in NewsFeed | Comments Off

Congratulations, Marie T.

Another Milestone Announcement
final expense leads milestone
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!

Posted in NewsFeed | Comments Off

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

Posted in NewsFeed | Comments Off

Stay Tuned – Exciting Things Coming Your Way…

coming soon
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!

Posted in NewsFeed | Comments Off

New Business Made Easy!

RNA New Application Announcement
RNA New Application
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.

Posted in NewsFeed | Comments Off

Plug & Learn Session

You Have Questions, We Have Answers
Questions and Answers on Efes
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

Posted in NewsFeed | Comments Off

Congratulations, Braulio!

Another Milestone Announcement

Milestone on final expense leads

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!

Posted in NewsFeed | Comments Off

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.

Posted in NewsFeed | Comments Off

EFES Announces New iPhone App!

We Are Expanding the Ways for You to Interact with Us!
efes smart phone app
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!

Posted in NewsFeed | Comments Off

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.

Posted in Uncategorized | Comments Off

You’re Invited…

EFES All Agent National Conference Call
You're Invited | Final expense leads
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

Posted in NewsFeed | Comments Off

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!

Posted in NewsFeed | Comments Off

The Power of Referrals

They Can Be Your Best Lead Source
Lead Generation | Final expense leads
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.”

Posted in NewsFeed | Comments Off

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.

Posted in NewsFeed | Comments Off

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

Posted in NewsFeed | Comments Off

EFES Office Holiday

Office Holiday Announcement
Happy fourth of July | Final expense leads
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!

Posted in NewsFeed | Comments Off

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!

Posted in NewsFeed | Comments Off

WOW-Way To Go Jack!

Way To Go, Jack S!
WOW | Final expense leads
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!

Posted in NewsFeed | Comments Off

Save The Date!

Plug & Learn Session

Save the date | Final expense leads

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

Posted in NewsFeed | Comments Off

Congratulations, Glenn!

A Big Thank You to One of our Best Producers!

way-to-go | Final expense leads

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!

 

Posted in NewsFeed | Comments Off

Thank You John B. For Your Business!

Arrows| Final expense leads

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!

Posted in NewsFeed | Comments Off

We Are Now Part of the “YouTube” Generation

How To Get Started…

EFES youtube - Final expense leads

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.

click here

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!

Posted in NewsFeed | Comments Off

You’re Invited

EFES All Agent National Conference Call
Save the Date | EFES Final expense leads
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.

Posted in NewsFeed | Comments Off

Bob M. Has Achieved an Incredible Milestone!

Another Milestone Announcement
Final expense milestone
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!

Posted in NewsFeed | Comments Off

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.

 

Posted in NewsFeed | Comments Off

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

 

Posted in NewsFeed | Comments Off

Kemper Udpate

Hawaii Now Approved for Kemper Senior Solutions GI Whole Life

kemper update | EFES final expense leads

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.

 

Posted in NewsFeed | Comments Off

Michelle H. Reaches A Significant Milestone!

Congratulations Are In Order...

Great Job | final expense leads

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!

Posted in NewsFeed | Comments Off

Sales Support Update

Our Sales Support Efforts Continue to Evolve

Sales Support Update | Final expense leads

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

Posted in NewsFeed | Comments Off

Important RNA Announcement

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

RNA Announcement | final expense leads

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

 

Posted in NewsFeed | Comments Off

Update Regarding National Guardian Life

National Guardian Life Insurance Company

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!

Posted in NewsFeed | Comments Off

Congratulations, Paul S!

you're the best | final expense leads

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!

Posted in NewsFeed | Comments Off

TransAmerica Announcement

trans america

 

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

Posted in NewsFeed | Comments Off

New Product Offering!

Groundbreaking News!

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

senior citizen travel insurance

  • 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!

 

Posted in NewsFeed | Comments Off

Lead Cost Adjustment (Update)

Lead Cost Adjustment (Update)

lead cost adjustment update | final expense leads

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!

Posted in NewsFeed | Comments Off