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    Hot Topics


    Annuity Rates at Your Fingertips!


    When it Comes to Annuities, We Make it Easy... 
    With just a few clicks, you can access our complete annuity database.

     

     

    • Detailed annuity rates and product information all in one convenient place
    • Utilize a powerful search engine with over 20 filters so you can effectively match products to your client's needs.
    • Search parameters include carrier, state, age, premium, type of funds, surrender period and carrier rating
    • Access Multi Year Rate Guarantees, Traditional Fixed, Immediate and Indexed Annuities quickly and easily
    • Rates and policy provisions updated daily

     

     

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    Introducing Our New Disability Income Division


    Featuring a complete carrier portfolio including: Standard Life, Principal, MetLife, Assurity

     

     

     

    • Supporting a wide range of occupational classes including professional/executive and blue collar
    • Disability income, business overhead expense, disability buy-sell, key-man disability
    • DI expertise and training to support your efforts
    • Why do your clients need DI?  Case Study
    • Watch this short video to learn what could happen to your financial foundation if you get hurt or became too sick to work and could no longer earn an income.  The video dispels the myths many people have for not purchasing income protection.
    • For quotes and questions contact us at: di@ubsnet.com
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    Life Insurance Policy Reviews


    Help your clients and increase your revenue
    Click here to learn how

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    Hot Topics


    Banner Life: AppAssist


    A Simpler Way to Sell Insurance

     

     

     

    We have been working with Banner Life and several of our other core carriers to offer a streamlined “Quick Submit” process for your life insurance applications.  AppAssist requires only a short request form (no signature required), with basic client information and case details.  The paper version of this form may be faxed or e-mailed to our office or you can make your request on-line via our website.

    Once submitted, the client is contacted within 48 hours and a tele-underwriter completes the full application and schedules the exam.  APS requests, along with follow up phone calls and e-mails, are reduced, saving you time and money.  On average, we are finding a savings of 10-12 days in underwriting, along with a significantly enhanced placement ratio.

    Your client gets their policy in a timely fashion and you get paid more quickly than before.  Call our sales team or e-mail us at life@ubsnet.com to learn more about AppAssist and all of our “Quick Submit” processes.

    Note that before proceeding with AppAssist or any of our “Quick Submit” options, it is imperative that you properly pre-screen the client (have you chosen an appropriate carrier?).  You must close the sale and tell the client what to expect regarding the process.

    Quick Submit Resources