Coming Soon — New Format for Broker Compensation Statements

The Broker Compensation Statements will soon be available in Excel format as well as in the current PDF format you receive today. This change will enable you to use the Excel format in a manner that fits into your business needs. We are currently working on the final touches and will notify you when the new Excel format is available. Stay tuned!   Coming Soon — New Format for Broker Compensation Statements   #goldencareagent #mutualofomaha
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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).

Protection for Young Superheroes

Children’s Whole Life coverage is a natural fit for parents and grandparents who want to protect their children and grandchildren. CWL is an affordable express policy that allows clients to lock in low premiums and future insurability throughout the lifetime of their child. With our increased maximum face amount, improved Guaranteed Insurability Rider and Waiver of Premium Rider, CWL can do more than ever to protect your young superheroes. Watch this video or take a look at the Children’s Whole Life flyer to learn how CWL can do more than ever to help protect children’s financial future.   For more
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Transamerica: New York Product Offering Changes

At Transamerica, we continue to seek ways to improve our services, offerings, and processes to make working with us easier for you and your customers. We’re streamlining our product line to focus on the products you’ve told us are the most important while developing the new products and services that you’ve asked for. Our TransACE® CV NY product will no longer be available for conversions effective February 16, 2018. All applications must be signed and in the home office by 4pm EST on February 16, 2018. Applications with external 1035 exchanges will not be accepted due to policies needing to
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Categories: Life Insurance and Transamerica.

It’s time to change the conversation

Did you know that 81% of Americans want their financial advisor to take into consideration their health when building their financial strategy?* Transamerica’s wealth + health position allows you to take a holistic look at your clients’ wellbeing, addressing both personal and financial health. To kick-start these discussions, we are introducing our Changing the Conversation  series to provide the educational resources and the support you need to engage with your clients. This week’s Changing the Conversation  content includes: An introduction to wealth + health and its impact on financial strategies A field guide for our easy-to-use digital resources An insightful
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Categories: Industry News, Life Insurance, Medicare Supp./Adv., and Transamerica.

Companion of New York

From time to time, we must make prudent business decisions that are important for the long-term financial health of Mutual of Omaha. After a careful review of our individual life and annuity product portfolio, as well as current market, economic and regulatory factors, we have made the difficult decision to discontinue sales of our life and annuity products in New York. This decision does not impact our United of Omaha Life and Annuity product portfolio sales nor does it impact any other products currently sold by our company in the state of New York. The following Companion of New York
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

NEW Term Life Answers Rates

Effective February 1, 2018, our repriced Term Life Answers rates will help you maintain an edge in the Term marketplace. Here’s where TLA gets the most momentum: Preferred Plus and Preferred Nontobacco risk class 10-year Males and Females; ages 35-60 20-year Males and Females; ages 35-60 30-year Males and Females; ages 30-45 Other reasons Mutual of Omaha is your #1 Carrier for Life: Accelerated Death Benefit for Terminal Illness rider features up to $1 million Conversion opportunities prior to age 75 Fit underwriting credits to keep your clients at Standard up to age 75 Find your edge with Term Life
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Use Age Last Birthday to Your Client’s Advantage

With our life insurance policies, your client’s cake doesn’t need an extra candle. With our Age Last Birthday  advantage, your clients get great rates because our policies are underwritten based upon a client’s age at his or her last birthday. Plus, we can backdate 6 months to save age! This is just another way we show our commitment to providing your clients the best possible life insurance rates. Plus, Mutual of Omaha and its affiliates are financially strong with a superior A.M. Best A+ (Superior) rating as of January 2018 and a trusted brand your clients know and can depend
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Term Life Answers Conversion Comp Update

Effective February 7, 2018, replacement compensation will be paid when converting from Term Life Answers to one of our permanent Life insurance products. For more information on the updated compensation rules, please refer to our Compensation Administrative Rules. If you have questions, please contact your Mutual of Omaha Sales Director or Account Executive.   Term Life Answers Conversion Comp Update   #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Accelerated Benefit Rider Materials Updated for 2018

We offer Accelerated Death Benefits for Terminal Illness and Chronic Illness which give clients an option to access a portion of their death benefit early. This money can provide a little more comfort during a difficult time or can be used to help cover the costs of long-term care. For the Chronic Illness Rider, the benefit amount is capped each year by the IRS per diem limit. For 2018, this limit has remained at $360 per day (or $131,400 for the year). The following materials have been updated to reflect the extension of the per diem limit into 2018: Accelerated
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Visit the New Life Learning Center on SPA

If you are looking for product information and sales ideas, turn to our new Life Learning Center section on the Sales Professional Access website. The Learning Center includes flyers, as well as a number of short videos so you can quickly learn more about our products and how they can benefit your clients Simply go to Sales Professional Access (www.mutualofomaha.com/broker), go to the Life Sales Tools page and choose from Product Education, Sales Ideas and Competitive Information.   Visit the New Life Learning Center on SPA   #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).