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For producer or registered representatives use only. Not for use with clients. new business best practices Lined Mason Director, New Business DST 2041.

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Presentation on theme: "For producer or registered representatives use only. Not for use with clients. new business best practices Lined Mason Director, New Business DST 2041."— Presentation transcript:

1 For producer or registered representatives use only. Not for use with clients. new business best practices Lined Mason Director, New Business DST 2041 9/14

2 For producer or registered representatives use only. Not for use with clients. disclosures This information is provided by Ameritas ®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company, including, but not limited to, Ameritas Life Insurance Corp., Ameritas Life Insurance Corp. of New York and Ameritas Investment Corp., member FINRA/SIPC. Ameritas Life Insurance Corp. is not licensed in New York. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas ®, visit ameritas.com. Ameritas ® and the bison design are registered service marks of Ameritas Life Insurance Corp. Fulfilling life ® is a registered service mark of affiliate Ameritas Holding Company. © 2014 Ameritas Mutual Holding Company

3 For producer or registered representatives use only. Not for use with clients. delivering the quality service experience Here’s what it means to us...

4 For producer or registered representatives use only. Not for use with clients. end-to-end new business process Agent Submit Process Screening Process Underwriter First Look Order and Resolve Requirements Underwriter Review Approval Process Acceptance Process Issue ProcessPaid Process Policy Generation Post Issue Requirements Process

5 For producer or registered representatives use only. Not for use with clients. touching more lives and nurturing relationships See how we value our relationships with you and your clients…

6 For producer or registered representatives use only. Not for use with clients. new business best practice tips Submitting the application Communication Inspection Reports/Teleunderwriting Things missing at approval 1035 process Commission close

7 For producer or registered representatives use only. Not for use with clients. new business guide One document to reference Easy to follow Can be used for training

8 For producer or registered representatives use only. Not for use with clients. closing thoughts…

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