Coming Soon: Book of Business

Coming soon!!! Get in-force policy information easier than ever. Soon, you will have access to a complete list of the in-force Mutual of Omaha policies* you have sold. The information will be available in one easy-to-sort, downloadable file. This is an option you have asked for and Mutual of Omaha is proud to deliver this exciting tool! You will receive an announcement when the Book of Business download is ready for use. Then, with a couple clicks of a button, you will have a list of all in-force policies you have sold. It will be that easy!!   *Prescription Drug
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Categories: Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Clean Health History Today Doesn’t Guarantee Long-Term Care Insurability

After a devasting diagnosis, a clean bill of health is a wonderful thing. But just because a client currently has a clean medical history, doesn’t automatically mean that they can qualify for long-term care insurance. View our Cancer conditional-related marketing flyer to find out more about the considerations you must take into account when prescreening your clients to help determine their insurability.   Clean Health History Today Doesn’t Guarantee Long-Term Care Insurability   #goldencareagent #mutualofomaha
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Medicare Solutions – Omaha Family of Companies

Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for various states.   New Medicare Supplement Plans in Ohio Effective April 20, 2023, you may begin writing new Medicare supplement plans in Ohio.   Earn an even bigger bonus in Texas and Illinois Learn about our enhanced broker bonus in Texas and Illinois.   Upcoming Rate Adjustments View upcoming rate adjustments for various states.   Dental: A Way to Save Your Clients Money on Dental Insurance This money saving move can help you get your clients the dental coverage they need, while saving them some money.   #goldencareagent #mutualofomaha
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Categories: Industry News, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Put DI to Work with the Help of Social Media

Utilize the powerful tool of social media to help educate consumers on the benefits of disability income insurance. To help you spread the word to your attorney, dentist, optometrist and veterinarian connections, we’ve created a group of social posts that highlight how disability income insurance can provide income protection customized to their needs. Here’s what to do: Make sure you’re on LinkedIn — and your profile is up-to-date before you start posting Click here to review the post options and instructions Make sure to save the post images with a name and location you’ll remember Have your LinkedIn homepage open
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

MyEnroller has a new feature

Solve for premium in MyEnroller Next time you open MyEnroller®, you’ll notice a change to the Quote step. The “Calculate plan by” field will no longer default to Face Amount. Instead, you’ll be required to choose either “Face Amount” or “Premium” from the dropdown menu before you can see plan premiums. When you meet with clients who know how much they want to spend on monthly premiums, you want to be able to offer them a policy they can afford, no matter what the face amount is. Choosing to “Calculate plan by premium” can save you time and ensure your
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Categories: Great Western, Industry News, and Life Insurance.

New States Added for Dental Credit for Prior Coverage

PrimeStar® Updates Beginning March 29 The Value plan will be available in New York. Nine more states will offer credit for prior dental coverage. Click on the image to view the additional states.   Ameritas Named Top Dental Insurance for Seniors At Ameritas, we take pride in providing best-in-class products and services. And we’ve been recognized for those efforts. Forbes Advisor ranked Ameritas as the top dental insurance company for seniors with the PrimeStar Total plan. The PrimeStar Access plan was also ranked as a great plan for seniors. In a separate study, Forbes Advisor ranked Ameritas as 3rd best
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Categories: Ameritas/Security Life and Dental.

4 Quarters Club: Get in the Game

It’s hard to believe it, but the first quarter of 2023 has come to end. Thank you all for your hard work and business. We will be announcing the first-quarter winners via email in April so be on the lookout. And don’t worry if you didn’t quite make the cut in first quarter you have another opportunity at a 10% cash bonus in second quarter! For the qualification flyer, promo video and weekly standings check out our incentive page on Sales Professional Access (SPA).   4 Quarters Club: Get in the Game   #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Sales Idea: Protect Your Clients’ Retirement Assets

The income provided by a career supports a family’s everyday living needs and their retirement savings. If one of your clients became sick or injured and was unable to work, would he or she have to dip into the family’s retirement savings to pay the bills? Use this sales idea to help your clients understand the role disability income insurance plays in protecting their retirement assets. Sales Idea: Protect Your Clients’ Retirement Assets   Sales Idea: Protect Your Clients’ Retirement Assets   #goldencareagent #mutualofomaha
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Built-In Return of Premium

A Critical Illness Insurance policy from Mutual of Omaha possesses broad appeal for a variety of reasons. One of the major benefits is the built-in return of premium. It offers your client’s beneficiary the ability to be refunded the premiums they have paid minus any policy benefits they have received. See how it works and other great features by click here.   Built-In Return of Premium   #goldencareagent #mutualofomaha
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Categories: Critical Illness, Industry News, and Mutual of Omaha (& Affiliates).

Mutual of Omaha Anti-Money Laundering (AML) Vendor Updates

Effective immediately, Mutual of Omaha will now accept Anti-Money Laundering (AML) training certificates completed through SuranceBay and Securities Training Corporations (STC). Mutual of Omaha accepts AML training from the following vendors: RegEd Sandi Kruise WebCE Kaplan SuranceBay Securities Training Corporations (STC) STC has other AML-related courses available, but we will only accept the certificate for the course “AML for Insurance Professionals”. Any certificates for other courses or certificates that appear to be altered in any way, will not be accepted. LIMRA (Life Insurance Marketing and Research Association) Once you have completed the course, LIMRA will automatically send Mutual of Omaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).