『Product Call - New From Transamerica - 09/24/2026』のカバーアート

Product Call - New From Transamerica - 09/24/2026

Product Call - New From Transamerica - 09/24/2026

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概要

Transamerica Juvenile Insurance Options: FE Express Whole Life & IUL Express Walkthrough Scott Grode introduces Transamerica's juvenile coverage options for agents, outlining support contacts (FE Express support line, sales desk hours, and internal partner contacts) and upcoming FE Express draft-date updates in October and early Q4. He explains the juvenile FE Express whole life final expense policy—instant decision, digital-only, ages 15 days to 17, $5,000–$100,000 face amount, one juvenile risk class, SSN required, available for U.S. citizens and green card holders, and parents must be owners (grandparents can become payers only after first premium). He demonstrates quoting, in-person/virtual signatures, multiple policies, portal registration, policy promise download, and how to monitor missed payments via Transamerica Life Access. He then reviews the juvenile FFIUL Express (ages 15 days to 17, up to $250,000), shows quoting with one-click solves and customization, and notes cash value, illustration reliability, and Milliman report disputes.

00:00 Welcome and Agenda

00:46 Support Contacts Overview

02:26 Upcoming Express Updates

04:24 Juvenile Express Product Basics

05:36 Eligibility and Ownership Rules

08:36 Accessing the Agent Portal

10:49 Application Flow and Signatures

13:47 Approval and Locking Coverage

16:06 Policy Promise and Client Portal

20:25 FAQs Paper and Cash Value

24:22 Finding Policies in Portal

26:05 Life Access Inforce Documents

27:22 Payment Alerts Notification Bell

28:46 Payments and Milliman Fixes

30:39 Portal Demo and No Card Fees

32:21 Introducing Juvenile IUL Express

36:06 Ownership Limits and Stacking

36:58 IUL Quote Tool Walkthrough

39:52 One Click Solves Compared

43:16 Customize Optimal Switch Strategy

45:31 Index Options and Illustration Download

50:07 Q&A Resources and Wrap Up

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