LEVELUP

SALES TRAINING + BUSINESS RESOURCES

Recent Team Meeting

November 18, 2024

New Business Process + Support

REGISTRATION

LICENSING

Michelle Pierce

(402) 423-4022 ext. 233
michellep@cfslinc.com

Questions regarding non-resident and resident licenses.

Access to applications for newly licensed states.

Include a copy of the relevant state license when requesting access to the state's e-app.

AGENCY DEVELOPMENT

Nate Moore

(319) 400-9580
nate@ameritasfc.net

Questions about life and annuity products.

Case design and illustrations.

CC on all emails:
stevesuhr@ameritasfc.net 

NEW BUSINESS

Kelly Micek

(402) 423-4022 ext. 215
kelly@ameritasfc.net

E-application software challenges (CC Michelle Pierce if state license related).

Paper applications.

CC on all emails:
stevesuhr@ameritasfc.net 

NEW BUSINESS

Agency Inbox

fixednb@ameritaswealth.com

Delivery of pending requirements; medical records, statements, cover letters, EFT forms, and other requested documents.

Delivery of answers to outstanding underwriter questions.

CC on all emails:
stevesuhr@ameritasfc.net 

NEW BUSINESS

Kelly Micek

(402) 423-4022 ext. 215
kelly@ameritasfc.net

Questions about policy delivery packages.

Signed delivery requirements (include Docusign certificate).

CC on all emails:
stevesuhr@ameritasfc.net 

NEW BUSINESS

Kelly Micek

(402) 423-4022 ext. 215
kelly@ameritasfc.net

Commission questions and correction requests.

CC on all emails:
stevesuhr@ameritasfc.net 

CLIENT SERVICE

Teresa Hespen

(402) 397-1952 ext. 101
teresa@ameritasfc.net

Questions pertaining to in-force policies; premium updates, policy structure changes, and any other policy service requests.

CC on all emails:
stevesuhr@ameritasfc.net 


Please send to: fixedsvc@ameritaswealth.com

Are you simply delivering a service request item?

REGISTRATION

LICENSING

Michelle Pierce

(402) 423-4022 ext. 233
michellep@cfslinc.com

Questions regarding non-resident and resident licenses.

Access to applications for newly licensed states.

Include a copy of the relevant state license when requesting access to the state's e-app.

AGENCY DEVELOPMENT

Nate Moore

(319) 400-9580
nate@ameritasfc.net

After reviewing the Ameritas life and annuity product guides without arriving at a resolution independently, you may reach out with questions regarding unique, large-case design.

CC on all emails:
stevesuhr@ameritasfc.net 

NEW BUSINESS

Kelly Micek

(402) 423-4022 ext. 215
kelly@ameritasfc.net

E-application software challenges (CC Michelle Pierce if state license related).

Paper applications.

CC on all emails:
stevesuhr@ameritasfc.net 

NEW BUSINESS

Agency Inbox

fixednb@ameritaswealth.com

Delivery of pending requirements; medical records, statements, cover letters, EFT forms, and other requested documents.

Delivery of answers to outstanding underwriter questions.


CC on all emails:
stevesuhr@ameritasfc.net 

NEW BUSINESS

Kelly Micek

(402) 423-4022 ext. 215
kelly@ameritasfc.net

Questions about policy delivery packages
Signed delivery requirements (include Docusign certificate).

CC on all emails:
stevesuhr@ameritasfc.net 

NEW BUSINESS

Kelly Micek

(402) 423-4022 ext. 215
kelly@ameritasfc.net

Commission questions and correction requests.

CC on all emails:
stevesuhr@ameritasfc.net 

CLIENT SERVICE

Teresa Hespen

(402) 397-1952 ext. 101
teresa@ameritasfc.net

Questions pertaining to in-force policies; premium updates, policy structure changes, and any other policy service requests.

CC on all emails:
stevesuhr@ameritasfc.net 


Please send to: fixedsvc@ameritaswealth.com

Are you simply delivering a service request item?