Underwriting Tip: Owner and Beneficiary Relationships

We offer a variety of simplified issue Express life insurance products to help meet your clients’ needs. It’s important for you to be aware of the acceptable owner/beneficiary relationships. Acceptable Owner/Beneficiary Relationships include: Spouse, Fiancée, Domestic Partner Parent Child Life Insurance Trust Acceptable Beneficiary-Only Relationships (not as owner) include: Estate Siblings Grandparents and Grandchildren Close Relatives by Marriage (in-laws) Ex-spouse Any other Owner/Beneficiary relationships will not be approved. Get this information and other important underwriting information in our Underwriting Guide. And, to learn more about our simplified issue Express products, visit mutualofomaha.com/simple.   Underwriting Tip: Owner and Beneficiary Relationships  
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Basics of DI Underwriting

Unfortunately, many Americans are totally unprepared for the financial hit that a sickness or injury can bring. If your clients don’t have disability income insurance, then their financial portfolio may be at risk. When you are helping clients think about income protection you need to understand how eligibility is determined by your client’s occupation, medical history and income. View Know the Basics flyer.   Basics of DI Underwriting   #goldencareagent #mutualofomaha
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Medicare Solutions – Omaha Family of Companies

Medicare Supplement: Upcoming Rate Adjustment View upcoming rate adjustment for North Dakota.   June Rate Release-DC, IN, NJ, WY View June 2020 Rate Release for District of Columbia, Indiana, New Jersey, and Wyoming.   Dental: Spotlight on Dental-Our Product View information on our Dental product.   #goldencareagent #mutualofomaha
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Categories: Dental, Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Holiday Telephone Solicitation bans for the month of June 2020

Please be aware of the following US holiday telephone solicitation bans for the month of June 2020: On Monday, June 1, 2020: Alabama prohibits unsolicited marketing calls to residents in observance of Jefferson Davis Day. On Wednesday, June 3, 2020: Louisiana prohibits unsolicited marketing calls to residents in observance of Confederate Memorial Day. On Sunday, June 14, 2020: Pennsylvania prohibits unsolicited marketing calls to residents in observance of Flag Day. Holiday Telephone Solicitation bans for the month of June 2020   #goldencareagent #mutualofomaha
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Categories: Industry News and Mutual of Omaha (& Affiliates).

COVID-19: We are here for you

COVID-19: We are here for you As we all continue to navigate these times of uncertainty, the health and safety of our customers, partners and employees is our top priority. We are open for business and maintaining business operations. As the situation continues to evolve, know that we are committed and prepared to serve you through this disruptive time. We will continue to update this page with any new developments.   What we’re doing We are continually monitoring developments surrounding COVID-19 and are working with state and local governments to support business continuity and resilience. We maintain a business continuity
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Categories: COVID-19, Industry News, Life Insurance, and Securian.