For each Advantage Plus®, Advantage Plus® Elite, Indemnity Plus® Elite, Precision Care™ Cancer Insurance, Recover Cash®, GTL Life Select, Home Care Secure, and/or Short-Term Home Health Care applications submitted between Oct 1, 2023, and Dec 31, 2023.* View PDF for Bonus Details Submit 5-10 Applications During Q4 $50 per application Submit 11-25 Applications During Q4 $75 per application Submit 26+ Applications During Q4 $100 per application View PDF for Bonus Details Contact GTL’s Sales Support with any questions at (800) 323-6907, or email agency@gtlic.com. * Please view the Bonus PDF for full details and
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Wrapping Up the 2023 Advanced Markets Webinars
As we approach the end of the year, we also approach the final Mutual of Omaha Advanced Markets webinar of 2023, 2024 Tax Updates. Join the Advanced Markets team on Wednesday, December 13 for an overview of important tax and legislative changes that may impact your clients in the upcoming year. 2024 Tax Updates December 13, 2023 | 10:00am Central
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Thanksgiving Holiday Office Closing and 2023 End of Year Pay Dates
Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Thursday and Friday, November 23rd and 24th for the Thanksgiving holiday. Below are the cut-off dates and times and the adjusted pay schedules. Holiday Pay Calculation Schedule Med Supp E-App & All Life Cutoff 3:00 PM Health Cutoff 3:00 PM Long Term Care Cutoff 3:00 PM Direct Deposit (EFT) Available The 23rd & 24th of November, Thursday and Friday 11/23/2023-11/24/2023 Monday 11/20/2023 Monday 11/20/2023 Friday 11/17/2023 Friday 11/17/2023 Friday 11/24/2023 Weekly and holiday pay schedules are also available on the Sales Professional Access
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Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
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What are your clients saying about GTL?
For nearly 90 years, GTL has been committed to providing you and your clients the best service in the industry. We pride ourselves in keeping that a core value on how we do business. But don’t just take our word for it… Below is just a very small samping of the positive feedback we have received from your clients recently. We sincerely appreciate your business and the opportunity to serve your clients. We wish you much success this Open Enrollment! Contact GTL’s Sales Support with any questions by texting or calling (800) 323-6907, or email agency@gtlic.com.
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Full Legal Signature Required for Application Processing
Attention Agents! In order to avoid application processing delays, please make sure that you obtain full legal signatures on all submitted applications. Visit the Agent Portal To expedite and ensure the smooth processing of applications, we can only accept the full legal signature on all submitted applications. Please inform your client that the following examples of signatures including scribbles, initials, or incomplete signatures will not be acceptable. Initials are not acceptable. Random letters or characters are not acceptable. Scribbles are not acceptable. Please make sure that your client writes their signature as legibly as possible with
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New Digital Signature Option on GTL’s Agent Portal!
Good news! GTL’s Agent Portal now has three convenient options for capturing your client’s signature! In addition to the existing Text-to-Sign and Voice Verification options, our newest alternative allows your client to sign with their finger on a touchpad or by using the mouse on the screen! Visit the Agent Portal Not sure which option to choose during the application process? Text-to-Sign and Voice Verification are best when you are not present with the client. Use Text-to-Sign when your client’s cell phone is handy. A text message with a secure link will be sent to capture
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e-Signature Enhancements Are Live
Effective October 11, 2023, the following enhancements have been made to all client signatures on our electronic application: Text message signature process is available There is less scrolling and no required pop-ups The number of clients has been reduced throughout the signature process The products available for this application process include IUL Express, Term Life Express, Living Promise Whole Life and Children’s Whole Life. Check out our job aid flyer and training video for more information. We’ve also added the text message delivery method for client signatures to our Guaranteed ADvantage Accidental Death and our Fully Underwritten Life applications. If
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1099 Forms Available on SPA
As the end of the year fast approaches, sign up to receive your 1099s electronically. If you want to have electronic access to your 2023 1099, follow the below instructions and consent prior to 12/31/2023. This will allow you to have access to your 1099 anytime during the year. Notification will be sent in January as soon as the 1099s are available. The detailed instructions for producers accessing 1099s are provided on the home page of SPA. Please note: If a producer has chosen and created a Compensation PIN for SPA already, they will not be able to view their
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Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
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Announcing GTL’s Biggest and Best 4th Quarter Bonus Program!
For each Advantage Plus®, Advantage Plus® Elite, Indemnity Plus® Elite, Precision Care™ Cancer Insurance, Recover Cash®, GTL Life Select, Home Care Secure, and/or Short-Term Home Health Care applications submitted between Oct 1, 2023, and Dec 31, 2023.* View PDF for Bonus Details Submit 5-10 Applications During Q4 $50 per application Submit 11-25 Applications During Q4 $75 per application Submit 26+ Applications During Q4 $100 per application View PDF for Bonus Details Contact GTL’s Sales Support with any questions at (800) 323-6907, or email agency@gtlic.com. * Please view the Bonus PDF for full details and
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Revamped: Living Promise Record Keeper
The Living Promise Record Keeper now has a fresh new look. This workbook is intended for your clients to use to keep all their important contact information, documentation and end of life decisions in one place. It’s a great piece to provide your Living Promise clients with so they can get their affairs in order for their loved ones. The booklet can also be customized with your contact information on the back page. To order with your information on the back cover contact Mutual of Omaha’s Sales Support at 1-800-693-6083. Revamped: Living Promise Record Keeper #goldencareagent #mutualofomaha
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