KEEPing YOU UPDATED FOR BETTER BUSINESS
-
UPDATED INFO
Workshop에서 안내되는 내용을 포함, 최근 변경된 약관/조항등을 안내해드립니다. 업데이트된 내용이 잘못 되어 있을경우 staff에게 바로 연락주시면 확인 후 수정하겠습니다. UNI provides weekly workshops to keep agents and staff informed of changes in our industry and the products we offer. We encourage all members of our network to inform staff of any errors or misrepresentations. (연락처: agentsupport@uniwfm.com)
-
Notification 운영
Life Insurance관련 정보 및 Medicare / PnC / CPA 등 유관부서의 업데이트되는 내용도 참고하셔서 업무에 도움이 되시길 바랍니다. 가장 최근에 업데이트되는 내용이 상위에 위치하며, 일정 기간이 지난 내용은 자동으로 삭제됩니다. UNI provides the latest updates to support your business dealings in Life Insurance, Medicare, P&C and other financial services. Weekly updates will be available on this site.
Transpacific Kick Off Meeting (CA)
일시 : 2023.05.18~20
Estate Planning
강사 : 배영호 변호사
일시 : 2023.01.17 2pm
장소 : UNI HQ
- GA Office – 매달 첫 화요일 오전 (Tuesday) 10:00 am EST (in-person)
- 타주 전체 MD – Second Monday of every month
- 동부오피스 - 매달 첫주 월요일 (Monday) 10:00 am EST (GoToMeeting)
- 서부 & 중부 – 매달 둘째주 월요일 (Monday) 12:30 pm EST (GoToMeeting)
10/19~12/14 매주 수요일 10:30(AM) ~ 12:00(PM)
UNI HQ
Friday, 9/23/2022
9:30 AM – 4:30 PM
Duluth, GA
Exact Location: TBA
1. Step Up Class - 8Weeks (Gina Shin)
08/02/2022~09/20/2022
Every Tuesday at 4pm
2. Do or Die Team - 8Weeks (Kenny Shin)
08/02/2022~09/20/2022
Every Tuesday at 4pm
When?
September 28, 2022 – September 30, 2022
Where?
The Florida Mall & Conference Center
1500 Sand Lake Rd Orlando, FL 32809
The first day meeting will start at 9 AM so please arrive on September 27th. You will be able to check in then.
The last day meeting will end around 5 PM so please book your flights for after. Around 7-8 PM after traffic time.
Orlando’s airport code: MCO
bo.ro@transglobalus.com = ONLY for copies of newly submitted E-APPS and paper applications
nbdelivery@transglobalus.com = ONLY for delivery receipts
2022 Transglobal Kick-Off
May 19-21
Transglobal Headquarters
(185 W Chestnut Ave, Monrovia CA 91016)
Annuity Training
Feb 10, 10am~12pm : Solo 401k
Feb 17, 10am~12pm : Annuity Part 1
Feb 24, 10am~12pm : Annuity Part 2
Where: UNI GA Main Office
When: January 17-21, 2022 (mon-fri)
Time: 10:00 AM – 12:00 PM
***Registration form is on the break room table***

Jumpstart 2022 Conference
Date: Jan. 27 ~ Jan. 29, 2022
Location : Orlando, FL
Invitation Only
When : 9/15/2021 (Wednesday)
Time : 9:30 am ~ 4:30 pm
Where : UNI HQ (GA)
Monthly Worship will be coming back starting Monday August 2nd, 2021 at 9:30am
매주 월요일에 UNI TV에
새로운 비디오가 올라갑니다.
매번 좋아요 버튼 부탁드리고, 구독을 하지 않으셨다면 구독 버튼을 알림설정도 않으셨다면 알림 설정도 부탁드립니다.
Starting July 13th, 2021, all Georgia agents are required to attend the workshop in person. Only out of state agents will be allowed to join through virtually.
2021 년 7월13일부터 모든 조지아 에이전트 워크숍에 직접 참석해야합니다. 타주는 GoToMeeting으로 기존과 같이 참석합니다.
- Date: 9/20/2021 - 9/22/2021 (Mon-Wed)
- Location: Gas South District (formally known as Infinite Energy Center) 6400 Sugarloaf Parkway
Duluth, GA 30097
2021 UNI Trip
Los Cabos Mexico
09/28/2021~10/01/2021
- Increae your premium bonus on Allianz Benefit control annuity to 25% (May 4~June 21)
1) 5/10/2021 – 5/14/2021
10:00am – 12:00pm EST (참석 인원 제한)
2) 5/24/2021 – 5/28/2021
10:00am – 12:00pm EST (참석 인원 제한)
- 장소 : 각 오피스 - in person training
- 등록 마감 : 1차-04/28/2021 & 2 차-05/12/2021
선착순 ( GA 오피스 20 명 인원 제한 )
1.내용 : 보험을 통한 성공 혹은 실패 사례
2.Upload 방식:
- 글 (고객 자필, Agent 대필)
- 음성
- 영상
- 기타
3. 사례 수집 방법:
-. Staff이 agent에게 순차적으로 연락 예정
-. 자세한 내용은 staff과 상의 후 결정
4. 주의 사항
-. Website에 올리는 사연은 실명 거론 안됨 (가명)
-. Website에 올릴 수 있도록 고객의 동의 필요
- New Case Submit- 보애 Bo Ro - bo.ro@transglobalus.com
- Policy Delivery Receipt - NBDelivery@transglobalus.com
- Customer Services ( In-force Policy) NBCustomerservices@transglobalus.com
(policy change, rate change request, agent add, etc).
- Contracting & License- Jasmin & Fiona Liu licensing@transglobalus.com
* North America : Applications need to be received by 5/15/2021 (2 days before IRS deadline) Policies do not have to be issued
* Allianz : Policies need to be issued by 5/17/2021
* American Equity : Premium money and issued by 5/17/2021
* National Life : Premium money and issue by 5/17/2021
* F&G : Policies need to be issued by 5/17/2021
*** 2020 contributions and new application due dates follow IRS Rules.
루이지에나, 오클라호마, 텍사스는 서류제출, 지불등이 6/15일까지로 연장되어 있습니다. Due dates for Louisiana, Oklahoma, and Texas has been extended until 6/15.
For some products, the options you can choose vary. For example, AssetShield products don't have "Option A" , you can choose "Option U".
For IncomeShield products, "Option C" is not available, you can choose "Option A".