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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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

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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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

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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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

MutualIncomeSolutions.com – Your One-Stop-Shop

MutualIncomeSolutions.com is your one-stop-shop for everything Mutual Income Solutions. If you’re new to Mutual of Omaha’s disability income insurance product, or just need fast access to training or marketing materials, bookmark the link below. Mutual Income Solutions Website The website provides everything you need: In-depth product information Valuable underwriting information Helpful and creative sales ideas Multiple training videos Access to marketing materials And maybe most importantly, access to the e-application and dashboard MutualIncomeSolutions.com – Your One-Stop-Shop   #goldencareagent #mutualofomaha #disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Mutual Income Solutions: Association Marketing Discounts

Strength Through Teamwork! We have flyers and brochures to help you tell the story about our how Mutual Income Solutions can benefit association members. Getting Started This brochure provides some of the key reasons and ways you can grow your business by working with associations. The Guidelines This flyer lists association requirements and provides a step-by-step association approval process, from submitting a proposal to receiving approval.   For more details and additional materials, visit our dedicated Association Marketing page on Sales Professional Access.   Mutual Income Solutions: Association Marketing Discounts   #goldencareagent #mutualofomaha #disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Mutual Income Solutions: Secure Message Portal Flyer

The Secure Message Portal is a tool used by Mutual Income Solutions policyholders to complete their application and view important messages from Mutual of Omaha. The Secure Message Portal Flyer has been created to help you and policyholders navigate first-time access to the Secure Message Portal. It provides step-by-step instructions for accessing the portal, signing in and completing any required tasks. View the Flyer Here Use this flyer one-on-one with clients or provide to them for additional assistance. You can access the flyer through your normal ordering channels.   Mutual Income Solutions: Secure Message Portal Flyer   #goldencareagent #mutualofomaha #disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Mutual of Omaha’s “Wild Kingdom” Float Wins Director Award in Tournament of Roses Parade

Mutual of Omaha’s “Wild Kingdom” Float Wins Director Award in Tournament of Roses Parade OMAHA, Neb. (Jan. 4, 2022) — As a first time Rose Parade float participant, Mutual of Omaha experienced many wonderful moments in the 133rd annual parade in Pasadena, California, on Jan. 1. Perhaps the most exciting was the float being awarded the parade’s Director Award. The Director Award recognizes the most outstanding artistic design and use of floral and non-floral materials. Each year the parade selects three judges who are tasked with selecting award winners. The 55-foot Mutual of Omaha’s Wild Kingdom/RFD-TV float featured the king
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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).

Using the Mutual Income Solutions Quote and e-App Tools

The quote and e-App tools for Mutual Income Solutions make it easy to get business issued. Provide your client an accurate rate quote. Submit the e-App. Check for a notification that your client’s coverage has been issued. It’s that simple. And fast! Here’s Why You’ll Love the e-App It’s easy to use, which makes it easy to communicate the application process to your clients Saves time and ensures accuracy (all of the forms you need are included) Quick policy issue — usually in days When policies are issued fast, you also get paid fast Offers signature collection options, a big
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Mutual Income Solutions Placement Rating – Will Your Client Be Approved?

Sometimes it’s hard to know whether or not your client will be approved for Disability Income Insurance during your initial conversation with them. However, there are some things that should know to better qualify the applicant. For example, did you know that one of the most common reasons your client may be automatically declined is because of their build? Before filling out an official application, read through our new flyer to help increase your placement rate.   Mutual Income Solutions Placement Rating – Will Your Client Be Approved?   #goldencareagent #mutualofomaha #disability
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

SPA Okta Registration Required

The final registration deadline for Okta is extended to February 24, 2022. We encourage you to register for Okta immediately, to avoid business disruption. Okta is a two-factor authentication process. SPA login credentials cannot be shared. Before registering for Okta make sure your contact information on SPA is current. The contact information on file will be used for authentication. Step 1: Verify Contact Information on SPA Log on to Sales Professional Access (www.mutualofomaha.com/broker) In the upper right-hand corner, select the image of the person Select “Profile” Review your information Update as needed your email address, mailing addresses and/or phone numbers
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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).