Today you can download a complete list of your in-force policies using Mutual of Omaha’s Book of Business tool on Sales Professional Access (SPA). We appreciate all the positive feedback on our Book of Business tool, and we are committed to offering an enhanced way of doing business with Mutual of Omaha. Life just got sweeter with a book of business display tool coming soon. The availability of viewing a PDF in the Policy Management Details Page is based on the date the PDF became available in our storage application (Mid Summer of 2020) and then by product type. The
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Reminder – Advanced Markets LinkedIn is Moving!
Reminder: We are moving! The Mutual of Omaha Advanced Markets group will no longer be updated or monitored starting September 30, 2024. We encourage all members of this group to join us on the Mutual of Omaha Brokerage Sales Facebook and LinkedIn pages to stay up-to-date with all things brokerage sales. Facebook Page: https://www.facebook.com/groups/293951935405250 LinkedIn Page: https://www.linkedin.com/showcase/mutual-of-omaha-brokerage-sales/ Reminder – Advanced Markets LinkedIn is Moving! #goldencareagent #mutualofomaha
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Explaining a fraternal benefit society to your clients
A new consumer-approved video helps explain how a fraternal benefits society like Thrivent is different from other types of insurers. This video will also help you with some talking points as you discuss who Thrivent is and how the company is built to serve our policyholders, not shareholders. The shareable link is: https://youtu.be/TN_5jxODULc?si=iLM_Elmrr-LrHsLN Watch Video Thrivent Fact Sheet At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we strive to help people make the most of all they’ve been given. This consumer approved fact sheet can help you and
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Understanding your Exposure with Telephone Solicitations
Telephone solicitations are an important aspect of insurance marketing. Unfortunately, this has become a high-risk endeavor. The Telephone Consumer Protection Act of 1991, better known as the TCPA, was enacted to protect consumers from unwanted telemarketing calls and faxes. It imposes liability in the form of regulatory fines and incentivizes private plaintiffs to pursue claims with statutory damages of $500 to $1,500 per call, with no limit. Attorneys’ fees for defending TCPA actions can easily reach hundreds of thousands of dollars and multi-million dollar settlements are, unfortunately, a common occurrence. Here are some tips for avoiding problems: Only obtain leads
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How LTCi Impacts People’s Lives-Real Stories
The best way to understand how long-term care insurance can benefit your clients is through stories from our policyholders. Have you read our claims story flyer on how having a policy made a real difference for Marilyn and her daughter, Melinda? At age 80, Marilyn was living alone in the home she’d shared with her late husband. Chronic knee pain made it hard for her to get around, so family and friends pitched in to help with cooking, cleaning and driving errands. As Marilyn’s knee pain worsened, Melinda urged her mother to see a doctor. An X-ray revealed a meniscus
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Mutual of Omaha’s Wild Kingdom New Podcast
Whether you are on your daily commute, unwinding at home or staying active in the gym, you can now listen to Mutual of Omaha’s Wild Kingdom: The Podcast. Tune in to discover amazing animals and encounter exotic ecosystems, plus go behind the scenes of the TV series and hear from the experts in animal conservation. Co-Hosts Peter Gros and Dr. Rae Wynn-Grant share remarkable stories of efforts to conserve sharks, cougars, black-footed ferrets and more. Immerse yourself in the exciting world of wildlife conservation. New episodes of the podcast will air each week through October 1, 2024, so subscribe and
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ManhattanLife eApplication Now Includes A New Feature!
You spoke and we listened. Agents — Recently our IT department created a new feature inside ManhattanDirect 2.0 to help resolve a common issue. How many times have you submitted an application and either forgot to download a copy, or your computer glitched after you received the confirmation page? The result has been an increase in agent calls and requests. But technology puts the power back in your hands! ManhattanLife has created a space for you to retrieve your newly-submitted applications. You will simply navigate to the Home Tab of 2.0 and follow the instructions: In the search box
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Join Us 8/27: Special Nationwide CareMatters Double-Header!
We’re pleased to have Jack Brewer and David Goluboff, CareMatters Regional Wholesalers, joining us for TWO special webinar presentations! CareMatters® II Join us to review plan benefits, illustration software and competitive advantages of CareMatters II. Register by clicking below: Tues, Aug 27, 2024 10:00 AM Central CareMatters Togetherâ„¢ Attend the learn plan highlights and features that set the CareMatters Together product apart. Register by clicking below: Tues, Aug 27, 2024 2:00 PM Central Please check that you meet minimum system requirements and have the equipment needed to attend before
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GoldenCare Newsletter | August 19, 2024
Read Full GoldenCare Newsletter, August 19, 2024 Edition In this GoldenCare Newsletter Edition Monday musings: It has been a tough couple weeks Arriving at the office just hasn’t been the same. Jon always arrived early, brightened the morning with a joke or unbelieveable story, and settled in at his desk with not one, but TWO cups of coffee. Through his recorded training, his words can still motivate and teach us. We can still appreciate his humor and personality. Thursday’s webinar (8/22) is a recording of one of Jon’s most recent webinars. ♥ Determining Client
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Good News: InstaPIVOT STC Underwriting Tool Enhanced to Include Cigna
Enhancements To InstaPIVOTâ„¢ STC Underwriting Tool The latest round of enhancements have been made to our InstaPIVOT STC Underwriting Tool and are now live! Most notably, Cigna’s new Choice STC product is now included! Ready to see this tool in action? Watch Live Demo Now! Sign Up to use InstaPIVOT for FREE! Questions? Call our Marketing Team at 800-842-7799!
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