The Critical Advantage e-App is the best way to submit your applications for Critical Illness, Cancer and Heart Attack and Stroke. Here are a few reasons why. Allows you to quote a premium and complete an application at the same time You’re always using correct forms and your applications are completed in good order Provides a paperless “green” experience Simple e-signature process Auto-save functionality A dashboard shows all applications in process Access the Critical Advantage e-App here on Sales Professional Access (SPA) under the Sales Tools tab. If you have questions, please contact your Mutual of Omaha Sales Director
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A Letter from Tess Grace: We Are Mutually Invested
WE ARE MUTUALLY INVESTED IN LONG-TERM CARE SOLUTIONS Mutual of Omaha remains committed to the long-term care insurance marketplace, to providing you a product portfolio that meets the needs of your clients and prospects, and to offering you the tools and resources that make it asy to do business with us. Here’s a look at what we’ve done throughout 2019: Innovative Solutions – As a leader in the long-term care insurance market, we’re always evaluating new solutions, new processes and value-added benefits to help you meet your clients’ unique needs. Better Processes – We’ve improved the speed on our new
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Updated Partnership Overview and Training Guide
For an LTC policy to be eligible for Partnership, it must: Be tax-qualifed (MutualCare® Solutions policies meet this requirement) Be purchased in a state where Partnership is approved Have inflation protection based on specific age brackets at time of purchase The Partnership Guide has been updated to reflect the New Mexico requirements for training as well as appropriate qualifications. Learn about state Partnership programs and how to structure an LTCi policy that’s Partnership qualified: Overview & Training Guide If you have questions, please call Mutual of Omaha’s Sales Support at (800) 693-6083, or email sales.support@mutualofomaha.com. Updated Partnership Overview
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The Beauty of the Buy-Up Option
Did you know? There’s beauty in the buy-up option. Your clients want to know the long-term care policy they purchase today will be adequate to help them pay for the services they’ll need in the future. That’s whythe MutualCare® Custom Solution includes a buy-up option that allows them to increase their inflation protection percentage once a year. This important policy benefit also gives them the option to decrease their inflation percentage at any time. And here’s the beauty… any gains previously applied to the policy are theirs to keep. Offering a policy with the flexibility to adjust benefits to meet
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Medicare News – Omaha Family of Companies
Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for Mississippi and Virginia. One Company/One State-MT and VA Effective January 1, 2020, only applications underwritten by Mutual of Omaha for Montana and Virginia will be accepted for new business and conversions. Medicare Advantage and Prescription Drug Plans: AEP is Almost Over- What Next? While AEP May Soon be Over, There’s Still Work to Do. Understanding Rapid Disenrollments and Special Enrollment Periods. #goldencareagent #mutualofomaha
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New IUL Express Client Video Now Available
Our new client-approved video helps you explain how an IUL Express product works and the benefits an IUL Express policy has to offer. Watch it now and share it with your clients. The new video is available, along with other IUL Express materials, on our new simplified issue microsite, mutualofomaha.com/simple. If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com. New IUL Express Client Video Now Available #goldencareagent #mutualofomaha #iul
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REMINDER Regarding Discontinuing New Sales of SureBridge Life Plans
REMINDER: Discontinuing New Sales of Final Expense and Term Life Plans With the date approaching for discontinuing new sales of the Life products, we want to send one last reminder. Effective December 16, 2019, SureBridge will no longer accept new sales of the Final Expense Whole Life and Term Life plans. If your customer is interested in purchasing the Term Life or Final Expense plan offered by SureBridge, the application MUST be completed, signed (by both the customer AND the agent) and submitted NO LATER than December 15, 2019. Applications submitted after this date will NOT be accepted. In addition,
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There’s still time to earn some extra holiday cash!
GTL’s 4th Quarter Bonus Programs! Hospital Indemnity, Precision Care™ Cancer Insurance & Medicare Supplement For qualified Hospital Indemnity and/or Precision Care™ Cancer Insurance applications submitted between October 1, 2018 and December 31, 2018.* Submit 4-9 Applications Per Month Hospital Indemnity & Precision Care™ Bonus $25 per app For each Advantage Plus®, Indemnity Plus®, and/or Precision Care™ application submitted, signed and dated within the qualification period. Only 1 bonus payable per household per product. Submit 10+ Applications Per Month Hospital Indemnity & Precision Care™ Bonus $50 per app For each Advantage Plus®, Indemnity Plus®, and/or Precision Care™ application submitted, signed
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Lumico Rate Adjustment (Oklahoma)
The following rate adjustments are effective January 1, 2020 for new and in-force business in Oklahoma. Lumico Rate Adjustment State Plan A Plan F Plan G Plan N Oklahoma 3.0% 0.0% 3.0% 0.0% Marketing Materials: For your convenience, below is the new Outline of Coverage. New applications can be ordered through normal channels. Click to download the new Oklahoma Outline of Coverage Lumico — Insurance Made Clear. #goldencareagent #lumico
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