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September 20, 2013 at 07:17 AM
Lincoln Financial Group launched a new e-ticket system for its hybrid life insurance policies to shorten the application process.
The solution helps ensure “in good order” case processing, enabling Lincoln to process applications quickly and efficiently with less follow up, giving producers more time to focus on further growing their businesses.
Lincoln’s new e-ticket solution for hybrid life insurance policies leverages AFFIRM technology from Aplifi, a technology and service provider to the life and annuity industry. AFFIRM automatically generates all required state and product forms, allows for a flexible workflow to support customer-specific processes, and provides advisors with the ability to quickly upload their illustrations. In addition, it validates an agent’s license and appointment with Lincoln, provides status updates, and allows clients to provide e-signatures.
Lincoln also launched its next generation Lincoln SVULONE (2013), a survivorship variable universal life insurance product combining a guaranteed lifetime death benefit with the freedom to pursue market-driven growth potential that can help meet future liquidity needs.
The variable universal life solution:
- Insures two individuals in a single policy;
- Provides an income tax-free guaranteed death benefit; and
- Flexibility and the potential to enhance benefits based on positive market performance.
In other industry news:
The Guardian Insurance & Annuity Company Inc. (GIAC) appointed three wholesalers to the company’s national 401(k) sales team. Thomas Gleason, James Morris and Christine Wilhelm join Guardian as regional vice presidents of Retirement Plan Sales.
Gleason brings more than 21 years of expertise to Guardian and will be responsible for retirement sales in Minnesota, North Dakota, South Dakota, Nebraska and Iowa. A former financial advisor for Ameriprise Financial, Gleason received a B.S. in engineering from West Point Academy and is series 7, 63 and 65 licensed.
Morris has more than 10 years of industry experience that includes a position as a wealth management advisor for Merrill Lynch & Co., and most recently, a role as vice president and senior wealth manager for First Financial Group. Morris will directly manage retirement sales in North Virginia; Maryland; Washington, D.C; and Delaware. He received a B.S. in corporate communications and history at Elon University, and he is series 7 & 66 licensed.
Wilhelm joins Guardian with more than 15 years of experience in financial services, including senior positions with both Retirement Alliance Inc., and most recently, ING Financial Services. Wilhelm’s responsibilities with Guardian will include overseeing retirement sales for Northern California. Wilhelm received a B.S. in international studies from UC Berkeley, and she is series 6 and 63 licensed.
