Independence Day Office Closing 2020

Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Friday, July 3rd for Independence 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 Independence Day, Friday 7/3/2020 Tuesday, 6/30/2020 Tuesday, 6/30/2020 Monday, 6/29/2020 Monday, 6/29/2020 Friday, 7/3/2020 Weekly and holiday pay schedules are also available on the Sales Professional Access (SPA) website. If you have any questions, please contact your Sales Director
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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).

Upcoming WinFlex Desktop Illustration Software Discontinuation

Beginning January 1, 2021, the WinFlex Desktop software will no longer be available, as Ebix will no longer be providing ongoing support for the Desktop platform. If you are still using the Desktop software to illustrate our life and health insurance products, we encourage you to transition to the WinFlex Web platform as soon as possible. To sign up for WinFlex Web: Go to winflexweb.com and select ‘Register for WinFlex‘. Follow the prompts to register for an account. After registering for your account, you will need to add the companies you sell with. To add companies, select your name in
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Categories: Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).

Reach Out to Self-Employed Clients

Reach out to your self-employed clients and discuss income protection. Disability income Insurance is the most overlooked and misunderstood of the major forms of insurance. Take a look at your business. Maybe you’ve sold a customer a one of Mutual of Omaha’s life or long-term care policies. You’ve already established yourself and developed a level a trust. Use disability income insurance to build upon that foundation. A loss of income due to an accident or sickness, even for a few months, may close the door on their dream of being a self-employed business owner. For more information, check out the
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

The Risk is Real

While most people don’t think twice about purchasing auto, homeowners’ or even life insurance, they often fail to realize that their most valuable asset is their ability to earn an income. Suffering a disability for any length of time because of a sickness or injury could have devastating financial consequences for clients. Here are some insights into how real the risks are: At least 51 million working adults in the United States are without disability insurance other than the basic coverage available through Social Security. Only 48 percent of American adults indicate they have enough savings to cover three months
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Priority Income Protection® Quote & e-Application Training Video

The Priority Income Protection (PIP) quote and e-Application allows you to offer quotes, then complete and submit applications online. There are great features built-in, so you can easily navigate through the e-Application. e-App Features Visual clues allow you to track your progress Prompts will tell you if something is missed Helpful definitions are provided wherever you see a question mark symbol Auto-save function retains all information as you complete sections A dashboard shows all your e-Apps in progress Watch a video on how to run a quote and complete a PIP e-Application. The quote and e-Application link is available on
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Categories: Disability Income Insurance, Industry News, 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).

DI Training Webinars

As a financial professional, you’ve likely seen how much income protection helps when someone needs it the most. Disability Insurance Awareness is a great time to learn about income protection and for you to talk to your clients about how disability income insurance can protect their lifestyle, their assets and most importantly, their family. We’re hosting a series of training webinars this month, so put the webinars on your calendar today. To join simply click “join now” on the webinar schedule, no registration needed. View DIAM webinar schedule.   DI Training Webinars   #goldencareagent #mutualofomaha
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Real-Life Story: Bakouris Family

Dore was newly married, had a one-year old son and had just returned to work. She was 27, and life was just starting to fall into place. Then she started suffering from severe headaches. Given that she had no previous health issues, she went to the emergency room and got a CT scan. Thankfully Dore had done insurance planning at a young age, given her husband, Steve, was their insurance professional. Disability Income Insurance made a difference for their family. Watch the Bakouris family’s story by clicking here, or on the image below:   Real-Life Story: Bakouris Family   #goldencareagent
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Upcoming Changes to Sales Support

Mutual of Omaha is committed to providing you with effective resources and services that makes us easy to do business with. As a result of your feedback and to serve you better, we will be implementing some changes to the prompts on our Sales Support toll free phone line (1-800-693-6083). The new prompts will allow you to select the product, service or department you are calling in for and route you directly to the correct representative that can help. During the next few weeks, we will be slowly transitioning all incoming calls to the new prompts. In the interim, you
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Getting Started with SPA

Sales Professional Access, or SPA, is our agent portal. Here you can find reporting, case status, download forms and marketing materials – plus so much more! We created a new guide to help you get started if you are a new agent. It’s also a great resource if you need a refresher on what resources are available on SPA. The guide takes you from registration to reporting – and everything in between. Download your guide today and take a tour of SPA.   Getting Started with SPA   #goldencareagent #mutualofomaha
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).