Producer's Page
Pilot Program
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Patrick Braun,
CLU, FIC, LUTCF
National Sales Manager |
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In order to build our membership and enhance the financial strength of FCSLA, the Board of Directors has decided to put in place a “Pilot Program”. The Pilot Program is designed to give the FCSLA Board information which will help them guide the Association in the future.
The Pilot Program will run from January 1, 2010 to December 31 2010. During this period of time FCSLA will accept all Catholics for membership into the Association. At the end of the year, with the information gathered, the Board will decide the future of the program. The Pilot Program is not a bylaw change. Only the delegates at a convention can change the FCSLA bylaws.
During the Pilot Program applicants for FCSLA membership must be Catholic but do not have to be of Slavic heritage. They may purchase our excellent life insurance products or one of FCSLA annuities (maximum contribution of $10,000 annuity per individual for 2010) during the Pilot Program.
Because it is critical to gather information during the Pilot Program, it is important for our producers to completely and accurately fill out the application for membership form.
The key question is:
Is the applicant Non-Slavic & Catholic?
If the answer is "yes," the applicant and his/her family is eligible for FCSLA membership during the Pilot Program and the applications of all family members should be marked “Pilot Program” to help with identification.
Obviously, from a sales and marketing standpoint, all FCSLA producers will have a huge opportunity in 2010 due to the Pilot Program. But the year will pass quickly. When it ends, the program will be evaluated and, if the program is unsuccessful, the door may well close. (Members written during the program will be allowed to keep their membership regardless.) The FCSLA Sales Department will be offering training seminars and special membership campaigns throughout 2010 to help our producers take advantage of this opportunity. I urge every producer to get off to a fast start and use this Pilot Program to have his or her best sales year ever!
Fraternally Yours,
Patrick F. Braun, FIC, CLU, LUTCF
National Sales Manager
Stay tuned to this page for future news and exciting updates from your National
Sales Manager.
Illustrations:
Log on to Illustration System -
FCSLA has partnered with SunGard Insurance Systems to provide our web-based
Enterprise Illustration Solution. SunGard VIP...our "Versatile
Illustration Partner."
Non-Conforming Illustration Form (39K
PDF*) - This form must be submitted with any life insurance application that
is not accompanied by a signed illustration matching the application.
Sales
Support:
New! MIB
Notice to the Proposed Insured (27K PDF)
Life
Insurance and Annuity Applications - Answer a few questions and you will
get the application form (PDF) you need for immediate use.
New! Brochures
Life Insurance Underwriting Guidelines
Chart (11K PDF*) - This document shows the medical information we require
for applicants based on issue age and amount of insurance applied for.
Suitability Form
Requirements (48K
PDF*) - This
document explains the suitability form requirements by state.
Annuity Suitability Form (14K
PDF*) - This form must be submitted with any annuity
application where required by the state.
Life Insurance Suitability
Form (14K
PDF*) - This form must be submitted with any life
insurance application where required by the state.
Replacement of Life Insurance
or Annuities Form (54K PDF*) - This form must
be submitted with any replacement application (life insurance or annuity).
One copy to the Home Office with application, one copy to applicant, one
copy to agent.
Sales Material Verification Form (37K
PDF*) - This form must be submitted with any
replacement application (life insurance or annuity). One copy to the Home
Office with application, one copy to applicant, one copy to agent.
Electronic Fund Transfer
Nonqualified Section 1035 Tax Free Exchange Request
- For Life (35K PDF*) - This form
is required if the applicant is surrendering a policy with another company
and using that surrender as a tax-free exchange to purchase a policy from
FCSLA. This form must be submitted with the Replacement of Life Insurance
or Annuities form.
- For Annuity (59K
PDF*) - This form is required if the applicant is surrendering a policy
with another company and using that surrender as a tax-free exchange to
purchase a policy from FCSLA. This form must be submitted with the Replacement
of Life Insurance or Annuities form.
Qualified IRA Transfer Request (58K
PDF*) - This form is required if the applicant is transferring qualified
monies (401K, IRA, Roth IRA, Simple IRA, SEP) and depositing to a qualified
Annuity.
HIPAA Authorization (97K PDF*) - This authorization
will be used to obtain medical records, if necessary, from the doctor(s)
listed on the back of the form.
Marketing and Sales Support:
Display Advertisement Library -
A collection of FCSLA print ads in PDF format that can be downloaded and
used for your print advertisements.
 * Adobe Reader is required to open and print
the documents on this page. If you do not already have Adobe Reader, it is
available as a free download from Adobe.)
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