Producer's Page

Producer News

2008 Incentive and Recognition Program

	Patrick Braun, CLU, FIC, LUTCF National Sales Manager

Over the past two years I have had thousands of conversations with individual producers about how we could improve our sales at FCSLA.

I am introducing a new program which we hope will give our producers a reason to select FCSLA for their life insurance and annuity business.

The program is our new 2008 Incentive and Recognition Program. This promotion will reward those producers for their production during the 2008 calendar year. FCSLA will offer a first rate Leaders Conference Trip to San Diego in 2009, or, a cash-reward for those producers who qualify. The requirements are very attainable! We may also offer additional incentives along the way to keep the momentum going. Top producers will be asked to come to the FCSLA Home Office to share their ideas with our President as members of the President's Club. To obtain a copy of the requirements, please contact me.

I urge all of our producers to check out San Diego on the Internet and set a goal to attend this conference. I promise that no-one that attends will be disappointed!

Thanks for your continued sales efforts!

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:

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.

Nonqualified Section 1035 Tax Free Exchange Request (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.

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.

Third Party Delivery Permission (25K PDF*) - To be completed and signed by the applicant if he wishes to have the certificate delivered to someone other than the certificate owner.

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.)