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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Premium Draft Updates for Simplified Issue
Due to a variety of reasons, there are times when we are unable to successfully draft initial premiums. To limit potential impacts and fees that may occur for clients, we will now limit the number of premium draft attempts to three for our simplified issue products to place coverage in force. If we are unsuccessful in drafting the initial premium after three attempts, the policy will be canceled. The proposed insured may reapply for coverage with updated bank information or once any challenges with their account have been resolved. We want to continue to be a good partner and are
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New Suicide Exclusion Endorsement
New Suicide Exclusion endorsement in Arizona, Colorado and Missouri The Compact approved certain amendments relating to life insurance suicide exclusions. These amendments maintain a maximum suicide exclusion period of up to two years and include an exception requiring a shorter maximum suicide exclusion period where required by state law. While the Compact default standard is a two-year suicide exclusion, some Compact states (AZ, CO, and MO) already require shorter suicide exclusion periods. These Compact amendments require that an endorsement be added to policies in those states. A letter explaining the change along with a copy of the endorsement will be
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GTL e-App Upgrades | Newly Designed Pages are Now Live!
As part of our ongoing commitment to enhancing the GTL Agent Portal & e-App, we have released the latest update which spans from the Quote page to the Submission page. While there is a new and refreshed look, the application process from start to finish remains unchanged. Visit the Agent Portal The Redesign at a Glance: The newly designed Quote page features larger buttons for a better display of the rider options. The top of each page now includes a navigation bar which can be used to track the application process. Contact GTL’s Sales Support
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September is Life Insurance Awareness Month
September is Life Insurance Awareness Month! Use this time to review your clients’ current coverage or to determine potential clients’ needs. Below are a few resources we’d encourage you to use as tools to guide discussions, presentations, and planning this month. Resources: 2023 Prospecting Postcard: Send this postcard to potential clients and let them know why life insurance is so important. To place an order, contact Sales Support at (800) 693-8063 2023 LIAM Campaign Flyer: Use this flyer to check out our fully stocked library of both consumer and producer facing marketing materials for both our Simplified Issue and Fully
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Enhancements Coming to the Book of Business Tool
As many of you know, you can get a complete list of your in-force policy information in one easy-to-sort file, using Mutual of Omaha’s Book of Business download tool, on Sales Professional Access (SPA). Effective August 30, you will notice some additional enhancements we have made to the Book of Business download tool including the following: Additional data elements when there is a second writing producer on a policy, to match the elements for the base producer Annual Premium, Current Interest Rate, Flat Extra Amount additional fields Additional details in the Plan Type description for Medicare supplement Be sure to
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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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F&G closed in observance for Labor Day
Labor Day Office Closing 2023
Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Monday, September 4th in honor of the Labor Day 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 Labor Day, Monday 9/07/2023 Tuesday, 9/5/2023 Tuesday, 9/5/2023 Friday, 9/1/2023 Friday, 9/1/2023 Friday, 9/8/2023 Weekly and holiday pay schedules are also available on the Sales Professional Access (SPA) website. If you have any questions, please contact
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Contacting Sales Support Made Easy
A brand-new, easy-to-use improvement to the Senior Health and Income Wealth and Planning Sales Support phone lines was implemented on Thursday, August 10th. This new update allows callers to efficiently reach sales support representatives. Calling 800-693-6083 now will present a new menu of options – and all it takes is one button press to get connected with a member of our team: Dial 1 for a directory of departments (for needs such as underwriting, service on an existing policy, contracts and appointments, commissions, or tech support). Dial 2 for Medicare supplement, Medicare Advantage, dental or prescription drug plans. Dial 3
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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).
holiday, holiday closing, holiday closure, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.
holiday, holiday closing, holiday closure, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.
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