Wrapping Up 2019: A Note from Steve Pike

December 9, 2019 | by | Comments Off on Wrapping Up 2019: A Note from Steve Pike

A Note from Steve Pike It’s been a great year! Together, we’re fulfilling our shared mission to help people protect their families, their finances and their futures with long-term care insurance. Looking ahead to 2020, we remain committed to providing the products, services and support you and your agents need. Please accept our sincere thanks for the LTC business you placed with us in 2019. We look forward to helping you grow sales in the coming year. Have a safe and happy holiday season! Steve Pike National Sales Director – LTC, DI, CI   #goldencareagent #mutualofomaha #stevepike #longtermcare
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Categories: Critical Illness, Disability Income Insurance, Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: CI, critical illness, DI, disability income, happy holidays, holiday, holiday message, holiday season, insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, omaha, and United of Omaha.

Email Submission for Paper Applications

December 3, 2019 | by | Comments Off on Email Submission for Paper Applications

Sending a fax can be time-consuming and frustrating, that’s why we are pleased to announce paper applications can now be submitted via email. This update is effective immediately and available for all Life products and Health products, excluding Medicare Supplement, Medicare Advantage, Prescription Drug Plans and Long Term Care. While this new capability will streamline the submission process there are some very important steps to follow in order to make sure applications are being submitted correctly and securely. Please ensure you follow this guide when submitting new business and additional requirements via email. Thank you for your business and if
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: CHS, critical advantage, critical illness, Dental, DI Choice, disability, Income Advantage IUL, income protection, insurance, IUL, Life Insurance, Life Protection Advantage IUL, mutual of omaha, omaha, PIP, and Priority Income Protection.

Real Win– Why Choose Mutual of Omaha for DI?

December 3, 2019 | by | Comments Off on Real Win– Why Choose Mutual of Omaha for DI?

Planning for the Unexpected Margaret, a married 30-year-old female, lives in the Midwest. In her profession as a nurse practitioner she sees individuals becoming sick and injured daily and knows why having an income protection plan is important. Her employer does not currently offer any disability benefits to their employees, so she began to research individual coverage for herself. As a member of the medical field, she was aware of the statistics with disabilities among those in her profession and knew that this plan was important to have for her and her family should an unexpected life event happen. During
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
Tags: DI, DI Choice, disability income, income protection, insurance, mutual of omaha, and omaha.

Oklahoma Now a Pre-Appointment State

December 3, 2019 | by | Comments Off on Oklahoma Now a Pre-Appointment State

Effective November 1, 2019, the state of Oklahoma updated their state regulations to move Oklahoma to a pre-appointment state. This means that if you are writing business in the state of Oklahoma you will be required to have an effective appointment prior to taking an application. All producers currently in the Mutual of Omaha system with a Just-In-Time Oklahoma appointment will be placed in an effective status as of 11/1/2019. All future triggered appointments will be placed in an effective status to meet this regulation change.   If you have questions, please contact Mutual of Omaha’s Producer Services Team at
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, omaha, Partnership, and Partnership Exchange.

Thanksgiving Office Closing

November 18, 2019 | by | Comments Off on Thanksgiving Office Closing

Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Thursday, Nov. 28, and Friday, Nov. 29, 2019, for the Thanksgiving holiday.   Thanksgiving Office Closing   #goldencareagent #mutualofomaha #thanksgiving
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: holiday, insurance, mutual of omaha, office closing, omaha, United of Omaha, and United World.

Disability Income Insurance Sales Update

November 18, 2019 | by | Comments Off on Disability Income Insurance Sales Update

There will be upcoming changes to certain Mutual of Omaha’s Disability Income products in December that will affect Massachusetts and Wyoming only. Due to state regulation changes we are suspending Disability Income Insurance sales in MA and WY. Any applications from these DI products signed after the dates shown below will not be accepted. Impacted DI applications in MA and WY must be processed by December 31, 2019. STATE PRODUCT NAME POLICY NUMBER EFFECTIVE DATE MA DI Choice DI Choice at Work D81, D82, D83, 150BE D81M, D82M 12.2.19 WY DI Choice DI Choice at Work D81, D82, D83, 150BE
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
Tags: DI, DI Choice, Disability Choice, disability income, Disability Income Insurance, income protection, insurance, mutual of omaha, omaha, and Priority Income Protection.

Phone Health Interview (PHI) Hours

November 18, 2019 | by | Comments Off on Phone Health Interview (PHI) Hours

This past Spring we extended our client phone interview hours to give your clients more flexibility to complete their health interview. Our client interview team, (800) 775-3000, stays open 1-hour longer Monday-Thursday and is also open on Saturdays. Let your clients know they can call us later in the evening or even on a Saturday – whatever works best for their schedule. Operating Hours (Effective 3/4/19) Monday – Thursday: 8:00 a.m. – 8:00 p.m.(CST) Friday: 8:00 a.m. – 5:00 p.m. (CST) Saturday: 10:00 a.m. – 2:00 p.m. (CST)   If you have questions, please contact your Sales Director or Account
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Categories: Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: Customer Service, health interview, insurance, mutual of omaha, omaha, PHI, Phone Interview, and United of Omaha.

DI is Smart Planning

November 18, 2019 | by | Comments Off on DI is Smart Planning

Bill always attended New Year’s Eve events with his family, until a horrible car accident changed his life, career, and most important his income. Read the remainder of Bill’s story here, or by clicking on the image below:   DI is Smart Planning   #goldencareagent #mutualofomaha >   Related: Disability Income Protection Saves the Day
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
Tags: DI, disability income, income protection, insurance, LIFE Happens, mutual of omaha, and omaha.

Return of Premium Can Help Clients Commit

November 4, 2019 | by | Comments Off on Return of Premium Can Help Clients Commit

An ROP rider will return a portion of premiums paid (less any claims paid). When included with a short-term or long-term disability policy, this money-back feature provides a solution for clients who: Need to justify their purchase by knowing they’ll get something tangible in return if they don’t use the policy Are attracted to the idea of getting a lump-sum payment they can use any way they wish, such as paying down their mortgage or other debts, or using it for retirement planning Are employed full time, age 30 – 50 For more information view the ROP Sales Idea here.
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
Tags: DI, disability, disability income, income protection, insurance, mutual of omaha, and omaha.

Advance Notice: End of Year Pay Schedule

November 4, 2019 | by | Comments Off on Advance Notice: End of Year Pay Schedule

As the holiday season quickly approaches, it’s easy to forget important dates with all the hustle and bustle. That’s why we are giving you early notice of our key end of year pay dates. Take a look and keep a copy with you to ensure you have the right dates. Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on the following days: Thanksgiving: Thursday, November 28, 2019 and Friday, November 29, 2019 Christmas: Wednesday, December 25, 2019 New Year’s Day: Wednesday, January 1, 2020 The past pay cutoff in 2019 for Life is
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Categories: Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: holiday, insurance, life, Life Insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, omaha, pay schedule, United of Omaha, and United World.