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| John Hancock has new Application Forms |
On June 2nd, John Hancock announced that they
released new application forms. The new
forms can be downloaded from our website.
John Hancock has advised that they will
accept their old application forms through
July 2nd, 2008, after that they will require
the new forms.
If you have John Hancock applications
stockpiled somewhere in your office, please
discard them and download the new forms from
our website. If you have paperwork that has
been completed but just not submitted to our
office yet, please send it to us ASAP. In
the past, John Hancock has been very strict
about their cutoff dates for using old
forms.
Please click the following link for John
Hancock's formal announcement regarding this:
http://www.hallettfinancial.com/docs/JH_Intro_to_new_forms.pdf
(by John Hancock USA - Posted on 06/12/2008) |
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| Anti-Money Laundering Training |
Beginning in May 2008, Genworth will send
producers who have not taken the Anti-Money
Laundering (AML) training a letter notifying
them that they must complete the LIMRA
training within 30 days. The letter includes
instructions on how to access the program and
complete the course. Producers who do
not complete the training within the 30-day
time period are subject to corrective action
up to and including termination of their
appointment.
Please note that Genworth Financial
will NOT accept certifications from a
training program other than
LIMRA.
For more information on the AML Training
requirement, click on the following link: http://www.hallettfinancial.com/news/aml_announcement.pdf
You may also contact Cindy Schultz (cindy@hallettfinancial.com)
in the Minneapolis office at 952-449-9269 or
Betty Wachala (betty@hallettfinancial.com)
in the Fargo office at 701-232-4781.
(by Genworth Financial - Posted on 05/02/2008) |
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| American National - Direct Deposit Mandatory for Newly Contracted Agents |
| American National Bulletin: Effective
January 8, 2008, Direct deposit is mandatory
for all newly contracted producers. Contracts
received without direct deposit authorization
will be setup; however, this information will
be a missing requirement. Life Producer
Services will send up to three reminders over
a 45-day period in an attempt to obtain
authorization. If Form 4589, with appropriate
documentation, is not received within 45
days, the producer will be terminated. (by American National - Posted on 01/09/2008) |
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