0 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. Important Notice The following presentation has been developed and approved for use by authorized.

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Presentation transcript:

0 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. Important Notice The following presentation has been developed and approved for use by authorized producers and agents of the insurers of American General Life Companies. This presentation must be used with the accompanying narrative notes which are included in the presentation. You must take the following steps to access these notes: 1.Save the presentation to your laptop or PC 2.Open the saved presentation; then click the View option in your menu bar in the upper left corner of your screen 3.From the View drop down, click Notes Page This will open the presentation with the narrative notes at the bottom of each slide. When making the presentation, these notes must be used without modification. Please contact your American General Life Companies representative with additional questions.

2 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. AG Exam-Free Term Upgrade AG Exam-Free Term Upgrade takes the anxiety out of keeping families protected. Eligible clients can increase their existing coverage, with no medical tests!

3 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. AG Exam-Free Term Upgrade Eligibility TIP: Rapid Rater drop-down shows all eligible carriers!

4 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. AG Exam-Free Term Upgrade Eligible Policies Eligible Policies -Standard level-premium term -Return of premium term

5 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. AG Exam-Free Term Upgrade Available Coverage We will offer an AG Select-a-Term® policy up to the lesser of 3 times the face amount of the existing policy, or $500,000. Example: Existing coverage:$100,000 EFTU:$300,000 Existing coverage:$250,000 EFTU:$500,000* *3 x original face exceeds max, will consider only up to $500,000. TIP: Rapid Rater automatically calculates coverage amounts!

6 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. AG Exam-Free Term Upgrade Available Durations Calendar Year of Original Issue 2011 or New Policy Duration Same as original 1 year less 2 years less 3 years less 4 years less

7 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. AG Exam-Free Term Upgrade Available Durations Exceptions 15 year = 15 year 10 year = 10 year TIP: Rapid Rater automatically calculates durations!

8 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. AG Exam-Free Term Upgrade Requirements Client-completed application Agent-completed Part B EFTU Transmittal Rx MIB/MVR Additional requirements may be ordered at UW discretion

9 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. AG Exam-Free Term Upgrade Requirements Important! Submissions must include written proof of: - carrier name -name of insured -date of issue -face amount -risk class -original term period

10 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. AG Exam-Free Term Upgrade Forms Forms are available in Forms Depot, accessible at eStation.aglife.com

11 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. Special EFTU Transmittal A special AG Exam-Free Term Upgrade Transmittal (AGLC EFTU) will be bundled with all app packets in Forms Depot. Regardless of how you submit (paper, fax or image), the EFTU Transmittal must be used so your business can be quickly and easily identified.

12 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. AG Exam-Free Term Upgrade Important Program Dates Apps signed: between October 15, 2010 and April 15, 2011 Apps received in home office: no later than April 30, 2011

AG Exam-Free Term Upgrade

14 FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. Important Information Policies issued by: American General Life Insurance Company 2727-A Allen Parkway, Houston, TX AG Select-a-Term (07007), The United States Life Insurance Company in the City of New York 70 Pine Street, New York, NY AG Select-a-Term (09007N) The underwriting risks, financial and contractual obligations and support functions associated with the products issued by American General Life Insurance Company, Houston, TX (AGL) and The United States Life Insurance Company in the City of New York, NY, NY (USL) are the issuing insurers responsibility. USL is authorized to conduct insurance business in New York. Policies and riders not available in all states. American General Life Companies, is the marketing name for the insurance companies and affiliates comprising the domestic life operations of American International Group, Inc., including AGL and USL. Important: Prior to soliciting business, be certain that you are appropriately licensed and appointed with the insurer and that the product has been approved for sale by the insurer in that state. If uncertain, contact your American General Life Companies representative for assistance. ©2010. All rights reserved.