Special Edition

Agent Contracts and Amendments Mail in August

In early August, we will mail you either a full contract (for individual-only agents) or a contract amendment. If you receive a full contract, we ask you to complete it and return it to us as soon as possible. If you receive an amendment, please take a moment to read it and attach it to your current agent contract. The changes will become effective September 1, 2008.

To summarize the changes:

• Individual business authorization. We’ve added an agent-specific authorization that allows a group agency to appoint an agent to write individual-only business with PacificSource.
   
  Agents that are under the same agency and appointed to write both group and individual policies will continue to have the same agency number. However, agents appointed to write individual policies only will be given a different agency number in order to distinguish them in our system. The second number will have the same tax ID and mailing address as the first.

• Employee or contractor. The amendment will allow you to be a W2-employee or 1099-contractor with your agency.
   
• Errors and omissions coverage. If you are an individual agent, you must either fall under the coverage of your agency’s errors and omissions policy or your own personally held errors and omissions coverage.
   
• Minimum production. In addition to the current minimum annual production of $50,000 per agent ($50,000 for group contract; $25,000 for individual contract), an annual minimum of five approved applications will be required for each 1099 agent that is appointed to sell individual-only business.

If you have questions or comments, please feel free to contact your PacificSource Marketing Sales Representative or Individual Sales Representative.

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Eugene
(541) 687-7047 or toll-free (877) 657-9797
fax (541) 485-0915
Troy Kirk, Vice President Sales and Marketing
Doug Sheffer, Eugene Regional Manager

Bend
(541) 330-8896 or toll-free (888) 877-7996
fax (541) 330-8948
John Wright, Bend Regional Manager

Boise
(208) 342-3709 or toll-free (888) 492-2875
fax (208) 342-4508
Dave Ewers, Boise Regional Manager

Medford
(541) 858-0381 or toll-free (800) 899-5866
fax (541) 858-0486
Fred Cornett, Medford Regional Manager

Portland
(503) 699-6561 or toll-free (866) 540-1191
fax (503) 697-1075
Dennis Reed, Portland Regional Manager
Kristin Kennedy, Sales Executive

Manley Services
(541) 485-7488 or toll-free (800) 422-7038
fax (541) 681-8792
or toll-free (800) 575-1109
Stan Manley, President

Select Benefit Administrators
(503) 598-8908 or (800) 473-0509
fax (503) 598-0197
Nancy Louris, President