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Please read the contract comparison below to see how the ADA plan through Great West Life compares to our recommended plan in some key policy definitions and features. This comparison is in no way meant to discredit Great West Life, as they are a fine company in our opinion.
Note: This comparison is based upon the most recent information available to us as of 02-09. It is not intended to be complete or to compare all contract provisions. Please refer to a specimen contract for additional information. This comparison is for producer use. *Not all contract options are available in all states.
| CONTRACT PROVISIONS COMPARISON | |||||
| Shaded area indicates a less favorable provision than other policies provide | |||||
| Company | The Guardian/Berkshire Life | GREAT WEST LIFE | |||
| Policy Description | NON CANCELABLE | ADA GROUP PLAN | |||
| Form Number | 1400 & 1500 | ||||
| Financial Ratings | |||||
| Source: ( AM Best, S&P, Fitch, Thestreet.com) | A++, AA+, AA+, A | A+, AA, AA+, B | |||
| Comdex Composite Score | 98 | 95 | |||
| Basic Guarantees | |||||
| Can the company CANCEL the policy for | NO | YES. If association endorses a | |||
| any reason during your working career? | different plan | ||||
| Is the PREMIUM GUARANTEED to age 65? | YES | NO. Rates may be increased | |||
| without Insurance Dept. approval | |||||
| Policy Benefit Provisions | |||||
| Unable to perform the substantial | |||||
| What is the policy's definition of | Unable to perform the material | and material duties of your regular | |||
| TOTAL DISABILITY | and substantial duties of your | occupation…and are not qualified as | |||
| regular occupation. | residually disabled | ||||
| Is a loss of time or duties required to receive | No loss of time or duties | Yes | |||
| benefits under a claim for Residual Disability | is required, only 20% loss of inc. | ||||
| or does a 20% loss of income trigger benefits? | |||||
| During a claim for loss of earnings, is income | Yes | No. INCOME is measured with the | |||
| measured as: cash received for work done | accrual accounting method | ||||
| AFTER the start of your disability? | |||||
| Is the MEDICAL CARE REQUIREMENT waived | Yes | No. Policy says any condition | |||
| as a condition of claim when further recovery is | causing a claim must be one that | ||||
| not expected? | requires regular medical care | ||||
| How long do benefits continue at RECOVERY | Payment continues for the entire | You receive no payment if | |||
| if you are working full time but income is less | benefit period | you return to work full time | |||
| than 80% of prior income? | |||||
| Optional Benefits | |||||
| Future Benefit Increase Options | |||||
| At what age is your last benefit increase | 55 | 49 | |||
| available? | |||||
| Is there an optional extra monthly benefit available | Yes* - Up to $8000 per month |
|
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| in the event of a Catastrophic Disability? | |||||
| CONTRACT PROVISIONS COMPARISON | |||||
| Shaded area indicates a less favorable provision than other policies provide | |||||
| THE GUARDIAN LIFE INS. CO. | GREAT WEST LIFE | ||||
| Optional Benefits ( Continued ) | |||||
| Cost of Living Adjustment (COLA) | |||||
| Simple or Compound adjustment | Compound | Compound | |||
| Maximum % guaranteed increase | 3%, 6% or CPI if less | 9% or CPI if less | |||
| Minimum % guaranteed increase | 3%, 6% or CPI if less | None | |||
| LIFETIME BENEFITS | |||||
| Is a lifetime benefit available? | YES* | NO | |||
| How is the lifetime benefit calculated? | Amt. Payable for life reduces by | Not applicable | |||
| 5% per yr. After age 45 | |||||
| MISCELLANEOUS BENEFITS | |||||
| Does the policy retroactively WAIVE the | Yes. After the lesser of 90 days | No. Only after 6 months of Total | |||
| PREMIUM during claim? | or the waiting period | Disability. Not retro-active. | |||
| Does the policy offer an optional benefit | YES | NO | |||
| for WAIVER OF PREMIUM if you become | |||||
| UNEMPLOYED? | |||||
| LIMITATIONS AND EXCLUSIONS | |||||
| How are benefits paid for claims due to: | |||||
| MENTAL DISORDER / SUBSTANCE ABUSE? | No limitations or exclusions | Limited to 12 months during lifetime | |||
| for alcohol or substance abuse | |||||
| NORMAL PREGNANCY? | Only after 90 days of disability | and related mental illness if any. | |||
| OTHER LIMITATIONS | |||||
| If coverage exceeds prior income at start | NO | YES | |||
| of claim, are benefits reduced proportionately? | |||||