Re: LTC Resident/Non-Resident Agent mailings Arkansas, Colorado, Georgia, South Dakota
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- Walter Benjamin Elliott
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1 Date: September 10, 1997 To: Judy Adams Jim Clark From: Wendy Settle Re: LTC Resident/Non-Resident Agent mailings Arkansas, Colorado, Georgia, South Dakota Mailings: Arkansas Week of 9/26/97 Colorado Week of 10/3/97 Georgia, South Dakota Week of 10/10/97 This program will be ongoing as states approve the new and/or Gold Series (Standard or Tax-Qualified). Agent letters will be state specific. Wendy Settle prepares state letter and sends lasered copy to Jim Clark: State special letters are enclosed. Letter sent to Jim Clark s attention. Judy Adams: To receive necessary quantity of #9 and 10x13 envelopes from Jim Clark. 1. Judy Adams orders Resident/Non-Resident labels according to contract type 2. Prepares Agent-specific contract addendums according to level of commission 3. Addendums when complete will be letter folded and stuffed in #9 envelopes that have been rubber-stamped in red ink with words Contract Addendum. 4. The filled #9 envelopes will then be placed in the appropriately labeled 10x13 envelope. 5. Envelopes will then be returned to Jim Clark for completion of the state mailing. Jim Clark: 1. Two types of envelopes used #9 and 10x13 envelopes quantity necessary will be sent to Judy Adams. 2. State letter from Marketing to be copied onto UA letterhead for mailing. 3. State specific LTC folders to be prepared. Materials will be placed in the green two-pocket LTC folder. Materials will include everything necessary for an Agent to commence writing business, including a supply order form to request additional supplies. List attached x13 envelopes, labeled and stuffed (#9 envelope with contract addendum) are returned to Jim Clark when Judy Adams has completed them. The appropriate state letter and folder will be inserted into the correct 10x13 labeled envelope by Jim Clark. 5. The mailing will take place from Oklahoma City. Package to be mailed third-class as authorized by Doug Gockel. Package consists of four (4) main pieces. 1. State-specific letter 2. Contract addendum inserted into #9 envelope 3. Two-pocket LTC green folder with appropriate Agent state-specific materials for conducting LTC business x13 labeled, outer envelope cc: Doug Gockel Vern Herbel Chuck Hudson Wayne Watts Sue Morris Judy Hans
2 ARKANSAS to mail the week of 9/26/97. Arkansas uses Standard advertising brochures placed in the order given below. Plus Arkansas uses Standard Forms and Application booklets, and other standard Forms & Application booklet Rate Book (Indemnity) Outline of Coverage Series Rate Book
3 COLORADO to mail the week of 10/3/97. Colorado uses Standard advertising brochures placed in the order given below. Plus Colorado uses State Special Forms and Application booklets, and other special Notice to Agent Regarding Supplies (Form COLTC) Forms & Application booklet Rate Book (Indemnity) Outline of Coverage Series Rate Book
4 GEORGIA to mail the week of 10/10/97. Georgia uses Standard advertising brochures placed in the order given below. Plus Georgia uses State Special Forms and Application booklets, and other special Forms & Application booklet Rate Book (special) (Indemnity) Outline of Coverage Series Rate Book (special)
5 SOUTH DAKOTA to mail the week of 10/10/97. South Dakota uses State Special advertising brochures placed in the order given below. Series South Dakota uses State Special Forms and Application booklets, and other special Special Agent Notice Regarding Spousal Discount (Form SDLTC) Forms & Application booklet Rate Book (special) (Indemnity) Outline of Coverage Series Rate Book (special)
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