The more you know about DI underwriting, the easier it will be to get applications issued faster. That’s why we created a series of DI success tips that focus specifically on underwriting. This tip focuses on avoiding common application mistakes. On a DI application, these are the most often missed questions: Tobacco and nicotine replacement Unearned income Other inforce coverage Make sure these questions are answered before the application is submitted. Give specific information on employment information. Don’t just list the job title, but include the job setting and duties. Also, for medications, list the specific medical condition or diagnosis
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Disability Insurance Concept Material
Having an effective sales story is a key component to the sales process. This is why Mutual of Omaha created concept-based material. We have created DI concept material for topics such as DI as an income protector, DI with return of premium and how a DI policy from Mutual of Omaha can fill any coverage gaps your clients may have with employer coverage. The concept material contains a training flyer, a consumer flyer and postcard. To check out all of the DI concept materials, click here. If you have any questions, please contact Sales Support at (800) 693-6083 or e-mail
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Labor Day Office Closing
Mutual of Omaha and its affiliates (United of Omaha, Companion Life Insurance Company, United World) will be closed on Monday, September 4th for Labor Day. We will be open on Columbus Day; however, the cut-off dates, times and pay schedules will be affected by the 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 (excluding LTC) 3:00 PM Long Term Care Cutoff 3:00 PM Direct Deposit (EFT) Available Labor Day, Monday 9/4/2017 Friday 9/01/2017 Friday 9/01/2017 Wednesday 8/30/2017 Thursday 8/31/2017 Tuesday
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Mutual of Omaha’s Quoting Solutions
Whether you’re in the office or the field, we make it easy to pull quotes for your clients – without logging in. Our Mobile Quotes web tool has recently been updated and offers an easier, faster option when you want to pull a quote online. Need a quote while you’re on the go? Mutual of Omaha’s ”Quotes for Sales Professionals” mobile app makes life easier by allowing you to quote on your mobile devices. Simply search Mutual of Omaha and download the “Quotes for Sales Professionals” in the App Store or in Google Play. The following products are available for
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Disability Income Insurance Rider Availability Update
Per New Jersey state regulation, the Hospital Indemnity rider on DI Choice and DI Choice at Work policies has been discontinued effective August 1, 2017. Any Hospital Indemnity rider applied for on DI Choice or DI Choice at Work applications dated after August 1, 2017 from the state of New Jersey will not be accepted. If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com. Disability Income Insurance Rider Availability Update #goldencareagent #mutualofomaha
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Important Compensation Reminder
Please keep addresses up to date. There are many opportunities for General Agents to receive information regarding Compensation Schedule changes, including commission rate changes, compliance changes, and more. When the General Agent’s mailing or email address is not kept current, it results in returned mail. If any mail is returned to Mutual of Omaha due to any address discrepancy, Mutual of Omaha will note the return of mail, and discontinue sending out any additional commission schedule notifications. Please contact Producer Services at Producer.Services.Support@mutualofomaha.com should you wish to update your address or email address; or send an email to broker.compensation@mutualofomaha.com, if
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Billing Enhancements to Customer Access Site
On July 18th, we improved the tools your clients can access when visiting the Customer Access site. By simply logging on to Customer Access, clients will be able to do the following and these will now occur in real time (1-2 business days). Billing/Bank Information Update bank information if they are paying via auto deduction Set up or remove automatic deduction Update billing information and/or re-start billing on policies using automatic deductions Change frequency of billing (example: annual to semi-annual) Change withdrawal date of premiums If you have any questions, contact Mutual of Omaha’s Customer Contact Center Support at 1-800-775-6000.
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New Agent Notifications for Client Policy Changes
In order to help you serve your customers more effectively, we now have additional notifications of policy events for the agent of record. When a customer calls in or makes the following changes to their policy, an email will be generated to the agent notifying them of the change. This will help in monitoring your clients’ policies and allow you to have upfront knowledge of policy changes and/or cancellations. Effectively immediately, you will now be receiving emails on the following policy events: Policy Events Policy Value Inquiry Mode Changes Returned Premium Notice Term Conversion Premium Change Beneficiary Change Activity Policy
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Over 100 Years of Promises Kept
Did you know the first policy sold by Mutual of Omaha back in 1909 was a disability income insurance policy? Since then we have kept our promise to our customers. In 2016, we paid out more than $40.1 million in DI claims. That’s an average of $3.34 million per month. Mutual of Omaha remains a leader in the DI marketplace providing coverage to nearly 67,000 individuals. To learn more about our ability to pay claims, click here. If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com. Over 100 Years
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Independence Day Office Closing
Mutual of Omaha and its affiliates (United of Omaha, Companion Life Insurance Company, United World) will be closed on Monday, July 3rd and Tuesday, July 4th 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 (excluding LTC) 3:00 PM Long Term Care Cutoff 3:00 PM Direct Deposit (EFT) Available Independence Day, Monday 7/3/2017 & Tuesday 7/4/2017 Friday 6/30/2017 Friday 6/30/2017 Wednesday 6/28/2017 Thursday 6/29/2017 Monday 7/3/2017 Weekly and holiday pay schedules are also available on the Sales Professional Access
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