Notifications

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***

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".