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 put DI in focus this May, we’ve gathered some valuable resources for you to share and start the discussion: DIAM Resource Flyer: Use this flyer to view our newest content, including even more ideas to help clients bring DI into focus. MutualIncomeSolutions.com: This is your one-stop-shop when it comes to getting to know our newest income protection solution, Mutual Income
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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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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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Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).
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MutualIncomeSolutions.com – Now Even Easier to Use
Great News – we’ve made mutualincomesolutions.com even easier to use! That’s right, we’ve made your one-stop-shop for everything Mutual Income Solutions even easier to navigate and find what you need. You’ll now find the access link for the e-App, Dashboard and Sandbox at the top of the page. No more scrolling through all the content to access the tools you need to complete your quotes and sales! Check it out here: www.mutualincomesolutions.com MutualIncomeSolutions.com – Now Even Easier to Use #goldencareagent #mutualofomaha #disability
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Sales Idea: Supplementing Employee Benefit Plans
Workers who are fortunate to have a competitive benefits package from their employers might not know what kind of coverage they have. Do your clients know if disability income insurance is part of their plan at work? Or if they have disability income insurance, do they understand their group coverage? Help your clients understand the disability income insurance benefits they receive from their employers, and if necessary, recommend additional coverage to supplement their employee benefits. View the Supplementing Employee Benefit Plans Sales Idea Video for more information on this concept! Sales Idea: Supplementing Employee Benefit Plans #goldencareagent #mutualofomaha
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Reminders for Adding Authorized Users on Sales Professional Access
Recently, Mutual of Omaha modernized the way producers and marketers securely access our network and applications by implementing a new platform called Okta. In addition to providing instruction on how to set up Okta, we also provided instruction on adding authorized users to your Sales Professional Access (SPA) account. Because Mutual of Omaha has seen an increase in authorized user requests, we wanted to communicate some reminders, as well as provide a time service estimate, for these requests. If you missed the instructions on how to add an authorized user, click here. Reminders: Once a request to add an authorized
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Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
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Breaking Down Mutual Income Solutions for Clients
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. Breaking Down Mutual Income Solutions for Clients #goldencareagent #mutualofomaha #disability
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Updates to the Mutual Income Solutions Dashboard
Exciting updates to the Mutual Income Solutions Dashboard make the tool even easier for you to use and navigate. Here are a few of the newest updates: You can now access the Underwriting Guide in both the e-App tool and the Quote tool. Both tools contain quick-access links to the Underwriting Guide so you can access and reference the guide at any point in the process. Previously the Dashboard did not allow sorting columns by the Producer Name column. This functionality has been added and the dashboard now supports sorting this column just like all the other columns in the
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Okta Registration for SPA Reminder
Final Reminder: Effective February 24, 2022, Mutual of Omaha is modernizing the way producers and marketers securely access our network and applications by implementing a new platform called Okta. We encourage you to register for Okta immediately, to avoid business disruption. NOTE: SPA login credentials cannot be shared. This change impacts the agent portal, Sales Professional Access (SPA). Before registering for Okta, make sure your contact information on SPA is current. The contact information on file will be used for authentication. If you are unsure of your contact information on file, click here for instructions on how to check or
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Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Agent Service, agent support, authentication, e-App, e-Application, electronic application, electronic applications, insurance, multi-factor, multi-factor authentication, mutual of omaha, Mutual of Omaha Insurance Company, omaha, United of Omaha, and United World.
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Determining the Right Coverage for Clients
Your client’s ability to earn an income may be their most important asset – even more so than their house, car, or savings. Help them understand how a disability income insurance policy an replace a portion of their income if they become sick or injured and are unable to work. Use our Determine the Right Coverage factfinder with your clients as a exercise illustrating their need for coverage and the solution Mutual of Omaha’s Mutual Income Solutions product can provide. Bonus! The worksheet is consumer approved, which means it’s perfect for an interactive exercise!. Determining the Right Coverage for
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