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Lincoln launches e-ticket system

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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.


Aflac enhanced its health care reform website with materials that explain the legislation in clear, easy-to-understand language. 

Site visitors will find tools and resources to help employers understand health care reform and how the law affects both businesses and workers. Materials include:

  • Health care reform communications toolkit: Provides employers with the resources for informing employees about the Health Insurance Marketplace.

The kit features:

  • A PowerPoint presentation with a high-level reform overview of the ACA.
  • Two sets of email and letter templates – one for employers who will offer health insurance and one for those who won’t.
  • FAQs that address changes to employee benefits plans.
  • Videos highlighting Health Insurance Marketplace basics and levels of coverage.
  • Employer’s guide: Explains health care reform and its effect on U.S. businesses.
  • HCR essentials: A quick guide to HCR information for employers.
  • Consumer-driven health care insights: Features tips for helping employees understand reform.

Allianz Life Insurance Company of North America’s (Allianz Life) annual Driving to Donate Charity Golf Tournament raised more than $179,000, surpassing last year’s record total of $159,000. Proceeds from this year’s tournament went to the Alzheimer’s Association MN-ND, a nonprofit that provides advocacy, support services and care consultation for families, health care providers and individuals affected by Alzheimer’s disease and dementia. D

Approximately 300 Allianz Life employees and vendor partners participated in the tournament, which was held at Bunker Hills Golf Course in Coon Rapids, Minn. The final contribution of more than $179,000 was achieved through the golf outing, employee donations, raffle ticket sales, and an online auction.

Allegiance Marketing Group introduced a tiered rewards program exclusively for Allianz Preferred producers.

The rewards program is available to contracted producers; their Allianz Preferred production determines which tier they qualify for and they are able to choose their rewards.

Producers can choose from an extensive menu of rewards including direct mail campaigns, radio and television spots, dining event seminars, print advertising, newsletters and websites.