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Attention PIANC Members! A new member benefit from Transamerica Employee Benefits.
We at Capitol Financial Solutions can’t say enough about how easy this program could be for you and for your clients. We would love to get each of you, your agency, and your small business clients up and running on this great opportunity. The appointment with Transamerica Employee Benefits through Capitol Financial Solutions is handled over the phone and through follow up emails. That part is simple too. AND, this product pays a traditional RETAIL commission in a group market. A win-win for all. The rate sheets we can provide you and your clients are simple as the same regardless if your group has 5 employees or 500. There is a simple one page application for each of your clients’ employees along with simple guidelines listed below for any of three underwriting/issue classifications based on size of group and participation. Click here for our sample employee application. Click here here too for our simple underwriting/issue guidelines.
Information on Non-Med Term Insurance from Assurity and MetLife
Do you or your clients need Ultra Life Protection? Click here to read more...
What is a SNAP-app? It’s a one-page generic life insurance application that can be used for all fully underwritten
life-insurance products available through The Milner Group.
How does it work? Use the SNAP-app in your initial client interview when selling a quote. Please complete ALL sections of the one-page SNAP-app along with the Agent Signature Page, and and return to your Regional Insurance Specialist (Click here for a list) or to Capitol Financial Solutions at email@example.com or by fax to 804-285-5800 for prompt processing.
Thank you for your business! We at Capitol Financial Solutions look forward to serving you and your clients’ needs. And REMEMBER, submit your completed SNAP-app to your Regional Insurance Specialist or to Capitol Financial Solutions at the email or fax number above.
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