7702 changes now in effect for SecureCare UL Effective today, November 1, 2021, the guaranteed interest rate on new SecureCare Universal Life (SecureCare UL) applications was updated to comply with the Consolidated Appropriations Act of 2021, which lowers the interest rate assumptions used in Section 7702 of the Internal Revenue Code. SecureCare UL’s new guaranteed interest rate is now available in the illustration software. All new applications will receive the new guaranteed interest rate. In order to receive the old guaranteed interest rate, an application must have been received no later than October 29, 2021, and it must be approved,
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GWIC increases support for agents in the Spanish market
GWIC has expanded our library of Spanish materials to increase opportunities for you to do business. Reach a wider audience with 12 Facebook ads in Spanish. Find them by searching for “Facebook ads in Spanish” on Merrill Connect. Complete apps quicker with the Spanish MyEnrollerSM Voice Authorization Form. Write business for individuals who are not U.S. citizens, provided they have permanent residency in the United States or have an Individual Taxpayer Identification Number (ITIN). And remember, you already have access to the following materials in Spanish: Final Expense brochure Final Expense flyer Final Expense trifold To suggest more items to
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It Pays To Give Your Clients Peace Of Mind
Earn unlimited bonuses with the Give Me Five incentive program. Great Western Insurance Company (GWIC®) is offering a generous incentive from Oct. 1, 2021, to Dec. 31, 2021. During that time, you’ll receive a $200 bonus for every five taken applications. Lean about the program #goldencareagent #gwic #greatwestern #finalexpense
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Required Certification for the State of Iowa
The state of Iowa requires the completion of the education course “Introduction to Indexed Products” prior to taking applications for any Indexed Universal Life products. Please ensure a copy of the course completion certificate is submitted to Mutual of Omaha’s contracting and licensing department. When submitting an e-App in the state of Iowa you will notice a blue informational box regarding Iowa’s requirements. There is an additional yes/no question on the application asking for confirmation if you have completed the required certification. If you have not completed the certification you will need to do so before submitting Indexed Universal Life
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Something’s coming (get excited!)
eApp to offer client collaboration When it comes to tele-interviews, we’re sure you’ve heard client frustration with hold times or sharing their personal information with a stranger. Well, we’re excited to announce that soon Securian Financial will be offering the option for your clients to fill out the underwriting questionnaire (part 2) as part of the eApp process,* giving them the opportunity to answer medical questions at their convenience without having to go through a tele-interview. We believe this enhancement can help improve the experience of our customers so keep an eye on your inbox for more information. Contact
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7702 changes for SecureCare UL
7702 changes go into effect Nov. 1 for SecureCare UL Effective November 1, 2021, the guaranteed interest rate on new SecureCare Universal Life (SecureCare UL) applications will be updated to comply with the Consolidated Appropriations Act of 2021, which lowers the interest rate assumptions used in Section 7702 of the Internal Revenue Code. How will these changes impact SecureCare UL benefits? Long-term care (LTC) benefits: The new guaranteed interest rate will have no impact on the LTC benefit pool. Regardless of whether an applicant receives the old or new guaranteed interest rate, the amount of LTC coverage they receive will
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IULs Designed with Simplicity in Mind
At Mutual of Omaha, we don’t believe that you need fancy (and oftentimes confusing) crediting strategies in order to offer your clients upside potential. By using only one index and a straightforward, annual point-to-point crediting method, our products are easier for you to explain to your clients. Life Protection Advantage, our protection focused IUL, offers coverage projected to age 120 at competitive premiums, and an option to guarantee coverage to age 90. Income Advantage, our accumulation focused IUL, builds competitive cash values* due to its lower charge structure, and has strong index loan provisions. Learn more about our fully-underwritten indexed
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Updated Underwriting Guidelines Available
The Life Insurance Underwriting Guidelines have been updated and are now available to order. All materials are available to view/download through SPA or can be ordered through your normal channels. If you have questions, please contact your Account Executive or Sales Director. Updated Underwriting Guidelines Available #goldencareagent #mutualofomaha
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License and Appointment Additions Made Easier
Effective immediately, Marketers and Producers no longer need to call or email to add or update a license. Up to date license information will be synced daily, ensuring the appropriate appointments are reflected in our system. Auto-Updates: Up to date license information, including newly obtained licenses will load automatically for each state a producer is licensed in Contactless Experience: With an automatic license load, Marketers and Producers will no longer need to take time to submit a request for their information to be added or updated in our system Improved Underwriting Flow: Applications will no longer be held up due
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Good news! | Incoming: $250 eGift Card on its way
You’re this close to a $250.00 eGift Card!* GoldenCare just launched a special Medicare Kickoff Incentive program! Beginning October 15th through December 31st, get more from your Medicare sales and watch your eGift Card balance add up! With 6 possible WINS, the more you complete, the closer you are to earning the full $250 eGift Card! And you may already have some to mark as complete!! View full details of our Medicare Kickoff Incentive #goldencareagent
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