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).

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).

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).

The Buzz is Building – Disability Insurance Awareness Month

May is Disability Insurance Awareness Month, and an excellent opportunity to have the income protection discussion with clients. Disability income insurance is a valuable form of income protection should a client become injured or unable to work. To help you build the buzz this May, check out MutualIncomeSolutions.com: This is your one-stop-shop when it comes to getting to know our income protection solution, Mutual Income Solutions. Here you’ll get access to a multitude of resources, including: E-App and Live Dashboard Training Videos Sales Ideas Consumer Material How will you build the buzz this May? We can’t wait to see.  
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

May is Disability Insurance Awareness Month: The Buzz is Building

Disability Insurance Awareness Month presents a great opportunity for you to speak with clients about income protection. With Mutual of Omaha’s more than 100 years’ experience providing income protection solutions, we’re confident we have a customizable solution to fit both your needs and your clients’ needs. DI by the Numbers A group of working Americans was asked how long they could be out of work before financial difficulties set in:* 63% had savings to last 6 months 14% said financial problems would start immediately *Source: https://lifehappens.org/disability-insurance-101/why-is-disability-insurance-important/   Now is the time to put DI in focus by starting the income
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Increase Your Mutual Income Solutions Placement Rate

There are many factors that go into evaluating an application for a Mutual Income Solutions policy. Your client’s medical history, their health status, their current occupation and income are all taken into account. We want you to be equipped with the knowledge on whether or not to submit an application. Use the Mutual Income Solutions: Increase Your Placement Rate flyer to review some the causes for our most common automatic declines.   Increase Your Mutual Income Solutions Placement Rate   #goldencareagent #mutualofomaha #disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

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).

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).

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).

1099 Form(s) Available on SPA

Starting today, April 5th, 2023, Mutual of Omaha will now make 1099s available electronically through Sales Professional Access (SPA) for all producers going forward, starting with 2022 1099s. Producers’ 2022 1099s were already mailed in January. The detailed instructions for producers accessing 1099s are provided on the home page of SPA. Please note: If a producer has chosen and created a Compensation PIN for SPA already, they will not be able to view their 1099 without their Compensation PIN. For producers consenting (on SPA) to receive 1099s electronically, 1099s for 2023 reporting in 2024 will not have their 1099s mailed.
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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).