Coming Soon: Book of Business

April 17, 2023 | by | Comments Off on 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).
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.

Put DI to Work with the Help of Social Media

April 17, 2023 | by | Comments Off on 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).
Tags: disability, disability income, Disability Income Insurance, income protection, income replacement, insurance, Mutual Income Solutions, mutual of omaha, Mutual of Omaha Insurance Company, omaha, paycheck protection, retirement, and retirement income.

Sales Idea: Protect Your Clients’ Retirement Assets

April 17, 2023 | by | Comments Off on 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).
Tags: disability, disability income, Disability Income Insurance, income protection, income replacement, insurance, Mutual Income Solutions, mutual of omaha, Mutual of Omaha Insurance Company, omaha, paycheck protection, retirement, and retirement income.

1099 Form(s) Available on SPA

April 17, 2023 | by | Comments Off on 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).
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.

Mobile Quotes Updates Now Available

April 3, 2023 | by | Comments Off on Mobile Quotes Updates Now Available

To provide you with the best quoting experience, we continue to improve and upgrade the features of our mobile quoting tool, Quotes for Sales Professionals. As of March 24th, 2023, the following updates have been made: Automatically synced rates: users no longer need to sync or re-sync rates Riders added via add button rather than a check box format Internet Connection Required references removed Open Web Version button and all former footer information is now available in the “About” tab Depending on your personal settings for device/app updates there are two ways to receive the update: The first time you
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mobile quote, mutual of omaha, Mutual of Omaha Insurance Company, omaha, and Quotes for Sales Professionals.

Customer Access Transitioning to Okta Login

April 3, 2023 | by | Comments Off on Customer Access Transitioning to Okta Login

Mutual of Omaha is committed to keeping your customers’ information safe. We will be transitioning the Customer Access login screen to utilize Okta technology. When your customers access Customer Access, they will be asked to log in with their username instead of email address. In addition, the log in screen will also look different, but your customers will still have the same 24/7 online access to their information. Beginning April 19, 2023, your customers will be required to change their password on Customer Access. To assist in the transition, your customers will be receiving 3 separate emails, throughout the transition
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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: administrative, consumer, consumer portal, consumer-access, customer portal, Customer Service, insurance, mutual of omaha, Mutual of Omaha Insurance Company, Okta, omaha, self-service, United of Omaha, and United World.

Mutual Income Solutions Illustration Update

April 3, 2023 | by | Comments Off on Mutual Income Solutions Illustration Update

Mutual of Omaha is excited to announce that we now offer a more robust Mutual Income Solutions illustration. Some highlights for the new illustration include: Explains the value of having a customized Mutual Income Solutions policy Provides clients with detailed explanations of each of the various benefits selected in their customized quote Dynamically adjusts to show the client’s customized solution Provides you with flexibility to show or not show certain sections of the illustration Both digital and print friendly Effective March 16th, you can now access our improved illustration when you complete a quote in the Mutual Income Solutions dashboard.
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
Tags: DI, DI Choice, disability, disability income, income protection, Mutual Income Solutions, mutual of omaha, Mutual of Omaha Insurance Company, omaha, paycheck protection, and protection.

Quotes on the Go

March 20, 2023 | by | Comments Off on Quotes on the Go

Quickly run quotes for your clients whenever, wherever with our easy mobile app. Available on all Android and Apple devices, it allows you to customize the product view to products you sell. Products Currently Available: Children’s Whole Life Critical Advantage Dental Guaranteed Advantage Indexed Universal Life Express Long-Term Care Insurance Medicare Supplement Term Life Answers Term Life Express Download and begin quoting today!   If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com.   Quotes on the Go   #goldencareagent #mutualofomaha
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, Mutual of Omaha Insurance Company, and omaha.

The Mutual Income Solutions Consumer Video

March 20, 2023 | by | Comments Off on The Mutual Income Solutions Consumer Video

Disability Income Insurance can be difficult for clients to understand. Help your clients understand Mutual of Omaha’s income protection solution with our short, consumer-facing video. Click here or below to view the video. This video can be used before, during or after a client meeting.   If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com.   The Mutual Income Solutions Consumer Video   #goldencareagent #mutualofomaha
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
Tags: disability, Disability Choice, disability income, Disability Income Insurance, insurance, Mutual Income Solutions, mutual of omaha, Mutual of Omaha Insurance Company, omaha, planning ahead, and planning options.

A Mutual Income Solutions Overview

March 6, 2023 | by | Comments Off on A Mutual Income Solutions Overview

Learning all the ins and outs of Mutual of Omaha’s disability income insurance policy, Mutual Income Solutions, can seem daunting for consumers. That’s where our consumer-facing highlight sheet comes in! Use the highlight sheet to start the income protection conversation with your clients. Discuss how this important insurance policy can help replace a portion of their income if they’re sick, injured or unable to work and show them all of the optional benefits that can be used to customize their policy to fit their unique needs.   A Mutual Income Solutions Overview   #goldencareagent #mutualofomaha #disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
Tags: DI, DI Choice, disability, disability income, income protection, Mutual Income Solutions, mutual of omaha, Mutual of Omaha Insurance Company, omaha, paycheck protection, and protection.