Enhancements Coming to the Book of Business Tool

September 11, 2023 | by | Comments Off on Enhancements Coming to the Book of Business Tool

As many of you know, you can get a complete list of your in-force policy information in one easy-to-sort file, using Mutual of Omaha’s Book of Business download tool, on Sales Professional Access (SPA). Effective August 30, you will notice some additional enhancements we have made to the Book of Business download tool including the following: Additional data elements when there is a second writing producer on a policy, to match the elements for the base producer Annual Premium, Current Interest Rate, Flat Extra Amount additional fields Additional details in the Plan Type description for Medicare supplement Be sure to
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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).
Tags: Book of business, business download, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.

Labor Day Office Closing 2023

September 1, 2023 | by | Comments Off on Labor Day Office Closing 2023

Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Monday, September 4th in honor of the Labor Day holiday. Below are the cut-off dates and times and the adjusted pay schedules. Holiday Pay Calculation Schedule Med Supp E-App & All Life Cutoff 3:00 PM Health Cutoff 3:00 PM Long-Term Care Cutoff 3:00 PM Direct Deposit (EFT) Available Labor Day, Monday 9/07/2023 Tuesday, 9/5/2023 Tuesday, 9/5/2023 Friday, 9/1/2023 Friday, 9/1/2023 Friday, 9/8/2023 Weekly and holiday pay schedules are also available on the Sales Professional Access (SPA) website. If you have any questions, please contact
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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).
Tags: commissions, holiday, insurance, mutual of omaha, office closing, omaha, pay schedule, United of Omaha, and United World.

Contacting Sales Support Made Easy

August 21, 2023 | by | Comments Off on Contacting Sales Support Made Easy

A brand-new, easy-to-use improvement to the Senior Health and Income Wealth and Planning Sales Support phone lines was implemented on Thursday, August 10th. This new update allows callers to efficiently reach sales support representatives. Calling 800-693-6083 now will present a new menu of options – and all it takes is one button press to get connected with a member of our team: Dial 1 for a directory of departments (for needs such as underwriting, service on an existing policy, contracts and appointments, commissions, or tech support). Dial 2 for Medicare supplement, Medicare Advantage, dental or prescription drug plans. Dial 3
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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).
Tags: holiday, holiday closing, holiday closure, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.

Upcoming Fourth of July Office Closing — Reminder

June 29, 2023 | by | Comments Off on Upcoming Fourth of July Office Closing — Reminder

Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Monday, July 3rd and Tuesday, July 4th in honor of the Independence Day holiday. Below are the cut-off dates and times and the adjusted pay schedules. Holiday Pay Calculation Schedule Med Supp E-App & All Life Cutoff 3:00 PM Health Cutoff 3:00 PM Long Term Care Cutoff 3:00 PM Direct Deposit (EFT) Available Independence Day, Monday & Tuesday 7/03/23 – 7/04/23 Friday 6/30/2023 Thursday 6/29/2023 Thursday 6/29/2023 Wednesday 6/28/2023 Friday 7/07/2023   Weekly and holiday pay schedules are also available on the Sales Professional
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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).
Tags: holiday, holiday closing, holiday closure, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.

Upcoming Fourth of July Office Closing

June 19, 2023 | by | Comments Off on Upcoming Fourth of July Office Closing

Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Monday, July 3rd and Tuesday, July 4th in honor of the Independence Day holiday. Below are the cut-off dates and times and the adjusted pay schedules. Holiday Pay Calculation Schedule Med Supp E-App & All Life Cutoff 3:00 PM Health Cutoff 3:00 PM Long Term Care Cutoff 3:00 PM Direct Deposit (EFT) Available Independence Day, Monday & Tuesday 7/03/23 – 7/04/23 Friday 6/30/2023 Thursday 6/29/2023 Thursday 6/29/2023 Wednesday 6/28/2023 Friday 7/07/2023   Weekly and holiday pay schedules are also available on the Sales Professional
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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).
Tags: holiday, holiday closing, holiday closure, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.

Mutual of Omaha’s Strong, Stable, Secure Brochure Updated

June 19, 2023 | by | Comments Off on Mutual of Omaha’s Strong, Stable, Secure Brochure Updated

Mutual of Omaha’s financial position continues with our strong outlook, a surplus of $4.0 billion and very strong ratings. You can count on us for the strength, stability and security that’s important in your client’s everyday life This updated Strong, Stable, Secure brochure provides a snapshot of Mutual of Omaha’s financial strength and product portfolio while reaffirming our commitment by answering questions and reassuring your clients about Mutual of Omaha’s financial condition. The brochure can be viewed on SPA in the Forms and Materials link and ordered through your normal ordering channels.   Mutual of Omaha’s Strong, Stable, Secure Brochure
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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).
Tags: holiday, holiday closing, holiday closure, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, thanksgiving, thanksgiving holiday, United of Omaha, United World, and United World Life Insurance Company.

Don’t Forget to Check Out the Book of Business Download

June 5, 2023 | by | Comments Off on Don’t Forget to Check Out the Book of Business Download

It hasn’t taken long for Mutual of Omaha’s Book of Business download to climb the best-seller list! With the Book of Business download, you can easily download a complete list of the inforce Mutual of Omaha policies* you have sold in one easy-to-sort file. Having the sortable information in one place keep you better informed about your clients’ coverages and better positions you to answer any questions they may have about their policies. Don’t forget to check out the Book of Business Download! To learn more about the new feature, we have created a Book of Business Instructional Flyer.  
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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).
Tags: Book of business, business download, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.

Memorial Day Office Closing

May 22, 2023 | by | Comments Off on Memorial Day Office Closing

Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Monday, May 29th for Memorial Day. Below are the cut-off dates and times and the adjusted pay schedules. Holiday Pay Calculation Schedule Med Supp E-App & All Life Cutoff 3:00 PM Health Cutoff 3:00 PM Long Term Care Cutoff 3:00 PM Direct Deposit (EFT) Available Memoriald Day, Monday, 5/29/2023 Tuesday 5/30/2023 Tuesday 5/30/2023 Friday 5/26/2023 Friday 5/26/2023 Friday 6/2/2023   Weekly and holiday pay schedules are also available on the Sales Professional Access (SPA) website. If you have any questions, please contact your Sales
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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).
Tags: holiday, holiday closing, holiday closure, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, thanksgiving, thanksgiving holiday, United of Omaha, United World, and United World Life Insurance Company.

Important Mailing Address Change

May 22, 2023 | by | Comments Off on Important Mailing Address Change

Effective July 25, 2022 we announced a new mailing address for all paper applications. Mail sent to the previous mailing address will no longer be forwarded. Please use the following address for all mail: Mutual of Omaha 3300 Mutual of Omaha Plaza Omaha, NE 68175 Important Reminders All forms, materials and websites have been updated with the new mailing address If you have paper applications with the old mailing address, please ensure you send them to the new mailing address As a reminder, we have electronic application submission for most products as well If you have any questions, please contact
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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).
Tags: insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.

The Book of Business Download is Here!

May 8, 2023 | by | Comments Off on The Book of Business Download is Here!

As of April 27th, the new Book of Business download IS HERE!!! You’re busy each day meeting with clients and submitting business. The last thing you want to do is spend a lot of time figuring out what types of policies each of your clients have. Worry no more! Our new Book of Business download on Sales Professional Access (SPA) will provide what you have been wanting—a complete list of the in-force Mutual of Omaha policies* you have sold in one easy-to-sort file. To learn more about this new feature, review the Book of Business Instructional Flyer.   *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).
Tags: 1099, 1099 form, 1099 tax form, 1099s, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.