All good things come in threes At least that’s our philosophy. And we think you’ll agree when you see what SecureCare™ III has to offer you and your clients. It has everything you love about its predecessor — a cash indemnity benefit for long-term care (LTC) clients can use however they want — plus more flexibility. The three new features we think you’ll be most excited about: Simplified product design Three return of premium options, including LTC Boost1 Enhanced flexibility to customize the policy for each client’s needs Head over to our illustration system to discover SecureCare III, an LTC
Read More
Reminders for Adding Authorized Users on Sales Professional Access
Recently, Mutual of Omaha modernized the way producers and marketers securely access our network and applications by implementing a new platform called Okta. In addition to providing instruction on how to set up Okta, we also provided instruction on adding authorized users to your Sales Professional Access (SPA) account. Because Mutual of Omaha has seen an increase in authorized user requests, we wanted to communicate some reminders, as well as provide a time service estimate, for these requests. If you missed the instructions on how to add an authorized user, click here. Reminders: Once a request to add an authorized
Read More
Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Agent Service, agent support, authentication, e-App, e-Application, electronic application, electronic applications, insurance, multi-factor, multi-factor authentication, mutual of omaha, Mutual of Omaha Insurance Company, Okta, omaha, sales professional access, SPA, United of Omaha, and United World.
Agent Service, agent support, authentication, e-App, e-Application, electronic application, electronic applications, insurance, multi-factor, multi-factor authentication, mutual of omaha, Mutual of Omaha Insurance Company, Okta, omaha, sales professional access, SPA, United of Omaha, and United World.
Flexibility for the Future with the Guaranteed Refund Option Rider
Life changes – and sometimes your client’s life insurance needs will change too. With a fully-underwritten IUL policy from United of Omaha, your clients receive the protection they need today and, through the Guaranteed Refund Option rider, they also have flexible options for the future. It’s an exit strategy that puts your clients in control. Review this Guaranteed Refund Option flyer to see how this solution can work for your clients. If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com. Flexibility for the Future with the Guaranteed Refund
Read More
Ramp Up Your IUL Express Sales
Promote Indexed Universal Life Express (IUL Express) to your prospective clients with this mailer. It explains how IUL EXpress offers protection that lasts in addition to these other product features: Potential to accumulate a cash value, which can help extend the policy’s death benefit or allow you to reduce – or even stop – future premium payments Comes with living benefit riders that allow you to access a portion of the death benefit while you are still alive if you become terminally, chronically or critically ill No health exams required (no samples to provide or needles to endure) Order today
Read More
Mutual of Omaha Rises to the Top for IUL
We are excited to announce that Mutual of Omaha has been named “Best Indexed Universal Life Insurance” by Investopedia and also received the earning of “Best for Indexed Universal Life Insurance” by Forbes Advisor. What Makes Mutual of Omaha’s IUL products stand out? Investopedia chose Mutual of Omaha policies because we offer the utmost flexibility in our indexed universal life products, which allows customers to buy coverage that best suits their individual goals. Additionally, we have excellent financial strength ratings. Forbes Advisor stated that Mutual of Omaha offers the best combination of high ratings for financial strength, competitive internal policy
Read More
TLE Helps Protect Your Clients’ Homes and Lifestyles
Term Life Express can help give your clients peace of mind knowing money will be available to help pay off their mortgage if they die, or to assist with the mortgage payments if they suffer a disability. Our products also offer flexibility with no-cost Living Benefits available on both the ROP and non-ROP term products. Our client-approved product brochure and highlight sheet walk your clients through our Term Life Express products and explain the various options they have to choose from. These materials are available to order by reaching out to Mutual of Omaha’s Sales Support at (800) 693-6083 or
Read More
Coming soon – SecureCare III
Give your LTC clients a boost We heard you. And built the long-term care (LTC) solution you want: SecureCare™ III, a hybrid LTC plan built on a nonparticipating whole life insurance policy. It has all the things you love about its predecessor — a cash indemnity benefit for LTC with no fine print or restrictions about how it can be used — plus more flexibility. Now clients can choose the protection that matters most to them: Maximize protection on their premium dollars with full return of premium OR Maximize leverage on their premium dollars with LTC Boost1 Join us on
Read More
Mutual of Omaha Advanced Markets Minute
Are Your Clients Unknowingly Making the IRS Their Primary Beneficiary? Maybe you have worked with a couple like this: Jack and Jane are husband and wife, they are both healthy, in their 60s, and they have done a great job accumulating assets for retirement. You have developed a successful income plan for them, set up funds for emergency use, protected against long term care and other unexpected life events, but now are wondering what is next for planning? Well, many clients do not understand that the wonderful vehicles they used to save for retirement income are not necessarily great vehicles
Read More
Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
final expense, final expense insurance, Indexed UL, indexed universal life, indexed universal life express, insurance, IUL, IUL Express, IULE, Life Insurance, Mutual, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, SPIA, term life, United of Omaha, whole life, and whole life insurance.
final expense, final expense insurance, Indexed UL, indexed universal life, indexed universal life express, insurance, IUL, IUL Express, IULE, Life Insurance, Mutual, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, SPIA, term life, United of Omaha, whole life, and whole life insurance.
Waiting a Few Years on Life Insurance May Add Up
Often, when meeting with clients to discuss life insurance solutions, they want to “think about it” before making their decision. But what they don’t realize is that this delay may impact the amount of income they can take from his policy in the future. Waiting even just a few years could change the income potential by thousands of dollars a year. Review this Income Advantage IUL Sales Idea to see a case study that shows what your clients might be giving up, just by waiting. If you have questions, please reach out to a member of your Brokerage Life Sales
Read More
Mutual of Omaha Foundation 2021 Community Investment Numbers
Mutual of Omaha Foundation 2021 Community Investment Numbers February 21, 2022 (OMAHA, Neb.) — Last year, the Mutual of Omaha Foundation granted more than $5 million to 120 local nonprofit organizations. Operating with a mission to break the cycle of poverty and invest in projects that strengthen the Omaha metropolitan area, the organization provided grants that focused on basic needs, adult self-sufficiency and youth development. “This past year, our refugee grantees experienced heightened needs,” said Gail Graeve, executive director of the Mutual of Omaha Foundation. “While navigating the on-going pandemic, our community experienced an unexpected surge in refugees. Supporting their
Read More
