February 2021

NEAT NEWS: February 2021                                   

TRANSAMERICA UNDERWRITING… Eliminate prescription drug confusion by using Transamerica’s RX Drug Analyzer Tool.  Simply enter the name of the drug into the analyzer and instantly receive an eligibility recommendation.  This is especially helpful when determining whether a drug is eligible for Level Preferred or Level Standard rating.

LEADS BY THE PIECE… Why order leads on a per 1,000 basis and gamble on the return, when you can order leads by the piece?! NEAT has Final Expense leads by the piece at $29.95 per lead. Overages are optional to purchase at discounted price. For questions about the lead program or to place a lead order, please contact Angela Barrera at (512)643-7938 or abarrera@neatmgmt.com

CARRIERS… We want to be your one-stop-shop for your clients insurance needs. NEAT has many insurance carriers to choose from. Even though we specialize in Final Expense, we offer a range of products such as Medicare Supplement, Term insurance, Children’s Whole Life, Etc.).  Feel free to visit our website and check out our various carriers and products. If you see a carrier or product you would like to add to your portfolio, just let us know.

REWARDS… Now is the perfect time to decide where you want to go on your next Convention. Several of the carriers NEAT markets for have annual Conventions to exotic places. You work hard and should be rewarded for your efforts. Be sure to check out the incentive page on our website or contact your sales rep for more details.

WEBSITE… “Stay in the Know” by visiting our website at www.neatmgmt.com and subscribing here.  Contact your NEAT Management Group team if you need support. We’re here for you and ready to assist!

Vice President & Agent Services:
Anita Dixon: ext. 25136

Recruiting & Marketing:
Shea McCoy: ext. 25128
Mike Ibarra: ext. 25126

Contract & Licensing Supervisor:
Melissa Sifuentes: ext. 25124

Commission Accounting Supervisor:
Angela Barrera: ext. 25133

Great Selling!


Transamerica Enhancements & Carrier Cash Incentives

NEAT NEWS:  November, 2020

Transamerica Immediate Solutions Enhancements

Transamerica has made some great enhancements to the Immediate Solutions Final Expense product, effective immediately:

  • Issue Age increased back up to age 85 – no more Covid-19 restrictions
  • Script check criteria adjusted to permit more Preferred and Standard ratings
  • Changes to the Amendment process will get policies placed – and your Agents paid – faster. New process uses endorsements so as not to require a signed amendment.
  • A new customizable marketing program – more details to follow!

Carrier Cash Incentives:

CVS Aetna
Qualification Periods: May 1, 2020 through January 31, 2021.
Earn $200 cash on third Final Expense policy issued and paid.  Click here for details

Great Western
Qualification Period: May 1, 20202 through December 31, 2020
Earn $5 for every placed E-application.  Click here for details 

Assurant-American Memorial Life
Qualification period: July 1, 2020 through December 31, 2020
Earn up to $9,000 cash in six months! Click here for details

Prosperity
Qualification Periods: May 1, 2020 through January 31, 2021.
Earn 10% bonus on placed New Vista applications.  Click here for details

Great Selling!


New Products & Leads by the Piece

NEAT NEWS:  October, 2020

New Products & Leads by the Piece

This month NEAT is conducting a webinar every Friday.   These webinars will focus on our latest products with CVS, Foresters and Sons of Norway.  The ease of doing Final Expense business has never been easier with CVS’s E-application signature option.  Your client doesn’t have an email address?  No problem!  Simply ask one of the accepted security questions, input the clients answer, and you’re done!

Forester’s Term products offer an excellent solution for those clients needing mortgage protection and more flexibility to their coverage.  They’ve also introduced an affordable Children’s Whole Life product for those currently under 18 and offers a guaranteed premium, death benefit and cash value for children and grandchildren.

Stop leaving under age 40 Guaranteed issue business at the kitchen table!  Sons of Norway’s Guaranteed Issue product covers ages 0 – 85 while also featuring the lowest G.I. rates in the market!

We’re also excited to bring you a webinar detailing our Leads by the Piece program.  This program features both Direct Mail leads for $29.95, and digital leads for just $8. You are not financially responsible for excess leads above the amount ordered.  However, you may purchase these excess leads at a reduced cost.  Join us and learn more about these exciting new additions to our portfolio.

Webinar Schedule:

  • October 9   12:00pm cst: CVS Final Expense
  • October 16 10:00am cst: Foresters Strong Foundation & Your Term
  • October 23 10:30am cst: Leads by the Piece
  • October 30 10:00am cst: Foresters Bright Future

Great Selling!


Earn Cash Through Placed Applications With These Carriers

NEAT NEWS:  July, 2020

Earn Cash through Placed Applications with these Carriers

Now is the time to get back to work!  The following carriers have introduced great cash bonus incentives to help make your transition easier:

Aetna/CVS
Qualification Period: June 17, 2020 through September 30, 2020
Eligible for $200 once you have your third policy issued and paid. Click here for details

Americo Insurance Company
Qualification Period: June 1, 2020 through November 30, 2020
45,000 UFirst Life Credits gets you an 8% Cash Bonus. Click here for details

Assurant-American Memorial Life
Qualification period: July 1, 2020 through December 31, 2020
Earn up to $9,000 cash in six months! Click here for details

Foresters Financial
Qualification Period: August 1, 2020 through August 31, 2020
For every paid PlanRight application earn $50 towards an Amazon gift card. Click here for details

Great Western
Qualification Period: May 1, 20202 through October 31, 2020
Earn $5 for every placed E-application.  Click here for detail

Mutual of Omaha
Qualification Period: July 1, 2020 through August 31, 2020
Earn $25 per placed IULE E-application with a maximum Total Award of $250! Click here for details

Prosperity
Qualification Periods: May 1, 2020 through January 31, 2021.
Earn 10% bonus on placed New Vista applications.  Click here for details

Transamerica
Qualification Period: July 16, 2020 – August 31, 2020
Earn $60 bonus for every Final Expense Solutions E-Application placed. Click here for details.

Great Selling!


Carrier Covid-19 Updates

NEAT NEWS:  April, 2020 

Carrier Covid-19 Updates

NEAT understands these are confusing times and to help we have put together a list of all of our carrier updates to the Covid-19 pandemic. While most carriers are “business as usual,” some have suspended sales above a certain age on fully underwritten products.  Please click on the carrier name below to view full communication.

Carrier News

Columbian Life Group

NEAT Leads

  • $12 Never distributed leads over 60 days old available at discounted price
  • Direct Mail Leads by the piece for $29.95 (not required to pay for excess leads)
  • Excess leads sold for $27 per lead
  • Final Expense & Medicare Supplement leads available

Great Selling!


Practice Social Distancing by Selling Over the Phone

NEAT NEWS:  March, 2020 

Practice Social Distancing by Selling Over the Phone

We wanted to make sure you heard from NEAT Management Group and knew we were thinking about you during this time.  We are “business as usual” and here to help in any way you need. We believe this is a great opportunity to reach out to your current clients and check in on them to make sure they are doing well during this time. It’s a great time to reassure them about their policies and ask for referrals of their friends, family and neighbors that might have questions about their current life or health insurance coverage. We have many carriers that can help you be successful in selling business over the phone.

Below is a List of Our Carriers Featuring Great Telesales Programs

Telesales with Voice Signature:

Telesales with Email Signature:

Carrier News:

Foresters PlanRight Final Expense

  • NEAT has a Final Expense contest running for March 1 – April 30, 2020.  Submit and place 10 apps during the contest period to win $250!
  • PlanRight Final Expense now offers a Level Preferred & Standard product.
  • Phone Health Interview – health questions are not asked during the PHI making the phone interview extremely short

Learn about Foresters Sales Support Team:

https://foresters.wistia.com/medias/v6nlsdvmlr

American Memorial Life

  • Effective March 16, 2020, Elite Sales Processing (ESP) started using a shorter version of the PHI cutting the time in half. Health questions are not asked during the PHI making the phone interview extremely short

United of Omaha Universal Life Express (IULE) contest running February 1 – March 31, 2020 (click to view flier)

Prosperity New Vista Final Expense is great for agents that need a carrier for Telesales & Social Security Direct Express.

NEAT Leads

  • Direct Mail Leads by the piece for $29.95
  • No excess fees
  • Final Expense & Medicare Supplement leads available
  • Never distributed leads over 60 days old available at discounted price

We’re all in this together and we’re here for you!

Great Selling!

 


NEAT Now Offers Guaranteed Cost Per Lead and 4 New Carriers

NEAT NEWS — September, 2019 

NEAT Now Offers Guaranteed Cost Per Lead and 4 New Carriers

NEAT now offers Guaranteed Cost Per Direct Mail Leads as low as $27 per lead.
• Price may vary by area
• Leads can be paid with credit/debit card
• Lock in area for 90 days
• Begin receiving leads in 2-4 weeks after placing lead order
Click here for more information or call 800-451-9143.


Prosperity Life Group New Vista Final Expense offers instant decision at point of sale up to $35,000 for Level, Grade or Modified and pays same commission for all plans. Initial draft for new applications can be up to 35 days after the application has been signed. Tobacco rates only apply for cigarettes (vaping, pipe, smokeless tobacco not included) and underwriting is extremely diabetic friendly. Four application options and E-app for Face-to-Face sales compatible with mobile devices and Telesales with voice signature available. Direct Express Cards accepted and true drafting on Social Security deposit dates or day before if weekend or holiday. Click here for more information or call 800-451-9143.


Columbian Life Dignified Choice Final Expense has 4 plans to fit most individuals… 2 full benefit plans with immediate coverage and 2 graded benefit plans. Online pre-qualification software available for mobile and desktop. Easy to use E-app process and no telephone interview. Many Riders to choose including a Children’s and Grand Child Rider. Columbian is one of the most agent friendly carriers to do business with and Advances paid on issue. Click here for more information or call 800-451-9143.


American-Amicable Senior Choice Final Expense offers Telesales with voice signature, E-app with immediate underwriting decision and telephone interview no longer required. Occasional pipe & cigar use qualify for non-smoker rates. Mobile Applications, AppDrop and AppScan helps expedite the policy issue process. Draft on Social Security deposit dates. Commission advances paid on issue along with exotic incentive trips. Click here for more information or call 800-451-9143.


AIG American General Guaranteed Issue Whole Life up to $25,000 face amount for ages 50-85. Extremely competitive rates and commissions, Telesales with voice signature, and Mobile & Tablet E-app available. Credit Cards and Direct Express Debit Card accepted. An Accelerated Benefit and Terminal Illness Riders available in most states. Click here for more information or call 800-451-9143.

Great Selling!


NEAT Management Group joins Integrity Marketing Group

 

DALLAS —February 7, 2019 — Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, today announced it has acquired NEAT Management Group (“NEAT Management” or “the Company”), one of the largest distributors of Final Expense Life Insurance products in the United States. As part of the deal, Tim J. McCoy, the company’s owner, becomes an owner in Integrity. Financial terms of the private transaction were not disclosed.

J.H. Mac McCoy entered the insurance industry in 1940 as a life insurance agent, paving the way for younger generations of McCoys. NEAT Management was founded in 1973 by his son, Charles H. “Tim” McCoy, and in 1975, Tim J. McCoy joined his father at NEAT. Together they grew the business to one of the most recognized brands in the Senior Market. In 2001, Shea McCoy joined his father and grandfather at NEAT, becoming the fourth generation of McCoy men in the insurance business.

NEAT Management will continue to be led by Tim J. McCoy and will operate under its own brand. All of NEAT’s employees will continue in their current roles in their Austin, Texas headquarters.

“Both Integrity and NEAT have had a long history of helping insurance companies enter the Senior Market so it just made sense to join forces,” said Tim J. McCoy. “Integrity gives us the ability to diversify and grow our business to new heights, while continuing our own legacy spanning four generations. I’m thrilled to become a partner in Integrity.”

The following video shares more of McCoy’s decision to join Integrity: www.IntegrityMarketing.com/neat

“The McCoy family has been a legend in the insurance industry for decades and it’s exciting to have the entire NEAT Management team become partners of Integrity,” said Bryan W. Adams, Co-Founder & CEO of Integrity. “It is humbling to have Tim J. McCoy working with our other Integrity Partners as we collaborate on ways to provide new solutions to this underserved and rapidly growing market.”

“Tim J. McCoy is one of the greatest teachers and mentors I’ve ever had, and I’m honored to now call him a Partner,” added Alan Town, President of Agent Service Connection and Managing Partner at Integrity. “Together we are going to do some amazing things in the Final Expense Market.”

 

 

About Integrity Marketing Group 
Integrity Marketing Group, headquartered in Dallas, Texas, is the nation’s leading independent distributor of life and health insurance products focused on serving the Senior Market. Integrity develops and distributes life and health insurance products with insurance carrier partners and markets these products through its distribution network, which includes other large insurance agencies located throughout the country that has over 140,000 independent agents. Integrity serves almost three million clients with over 450 employees. More information is available at: www.IntegrityMarketing.com

Media Contact: 
Tom Faust
Stanton Public Relations
TFaust@StantonPRM.com
646-502-3513

Partnership Inquiries: 
Eric Pederson, Vice President of Business Development
Integrity Marketing Group, LLC
eric.pederson@integritymarketing.com
866-650-1857