SecureCare Funding Source: RMDs Since SecureCare Universal Life’s maximum payment age is now age 80 in most states, this allows older clients to take advantage of longer payment duration options and — potentially — a new premium funding strategy. If a client doesn’t need to rely on required minimum distributions (RMDs) from their qualified accounts for retirement income, they could use their RMDs to fund SecureCare. If you have older clients who are late to the long-term care (LTC) planning game, then this is a sales idea you’ll want in your repertoire! Get the flyer Contact Us Questions? Please
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IUL Historical Performance is Now Available for IUL Express
At Mutual of Omaha, our goal is to be as transparent as possible in our IUL renewal rate setting process. That’s why we continue to provide you with our historical index interest rates, as well as our renewal participation rates and caps. These flyers have been available for our fully-underwritten IULS; and, now that IUL Express has been available for a full year and inforce policies are hitting their anniversary, we also have a brand new flyer showing our IUL Express Historical Rates. IUL Express Historical Rate Flyer Income Advantage Historical Rates Flyer Life Protection Advantage Historical Rates Flyer These
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Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
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Learn the Basics: Living Promise
If you are a new agent or would just like to learn more about Living Promise (Final Expense) Whole Life Insurance, we’ve made it simple for you. We created this quick, informative video to teach you about the product features and some of the selling points of Living Promise. Or to view in a separate window, click here. If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com. Learn the Basics: Living Promise #goldencareagent #mutualofomaha
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Help Your Clients Map Their Course to Retirement
Even when your clients have been smart about planning and saving, there are still risks they face during retirement. Some can’t be managed, but others can – with appropriate planning. An Income Advantage IUL policy can help clients by providing life insurance protection today, and options for the future to help clients minimize their retirement risks. Our Map Your Course materials include consumer-facing brochures that will help you cover both the risks and the “how” behind the IUL solution to those risks. They will help you knowledgeably speak to the value IUL brings to retirement planning. The main Retirement Risks
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Simplified Issue – Prescription Drug Exclusion List
Prescription drug names can be confusing and the list of prescriptions is far too long to memorize. Our Prescription Drug Exclusion flyer can be used as a quick reference guide for knock out drugs for: Indexed Universal Life Express (IULE), Term Life Express (TLE), Guaranteed Universal Life Express (GULE) and Living Promise Whole Life (Final Expense). * Please note this list is not all-inclusive. If you have questions, please contact Mutual of Omaha’s Sales Support at 800-693-6083 or email sales.support@mutualofomaha.com. Simplified Issue – Prescription Drug Exclusion List #goldencareagent #mutualofomaha
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Omaha Holiday Office Closings
Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on the following days: Friday, December 25th Friday, January 1st From everyone at Mutual of Omaha, we wish you happy holidays and safe travels! Holiday Office Closings #goldencareagent #mutualofomaha #happyholidays
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Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
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Print Platform Is Changing on Agent Net Info
EFFECTIVE DECEMBER 15, 2020 We know it’s important to put your best foot forward with agent- and consumer-facing materials. Please be aware, we are changing the print platform on Agent Net Info to improve your experience. Effective December 15, 2020: The home page link to TransMarketing is changing to “Order Marketing Materials” You’ll now be directed to the Agent + Advisor Portal Log in to the portal and navigate to “Merrill Connect,” which can be found on the Sales Tools page. First-time users will need to register — click on the link below to view the registration video. HOW TO
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Are You New to Mutual of Omaha?
We want you to get off on the right foot with Mutual of Omaha. Below you will find new agent resources that will help you start selling Mutual of Omaha products. Mutual of Omaha On-Demand Presentation This training provides you with a roadmap of Sales Professional Access, our producer website. The training will show you how to find: Training on our life products Tools to run mobile quotes or full illustrations Life e-Application Case monitoring reports Compensation and other key reports Additional websites for specialized products or training This presentation is less than 20 minutes Sales Professional Access (SPA) User
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Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
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Year End Pay Schedule
Please make sure you have these important dates and operating hours marked in your calendar. End of Year Pay Schedule Client Interview Team Holiday Hours (All in Central Time) Thursday, December 24, 2020 (Christmas Eve) 8:00 a.m. – 4:30 p.m. Friday, December 25, 2020 Closed Saturday, December 26, 2020 Closed Thursday, December 31, 2020 8:00 a.m. – 4:30 p.m. Friday, January 1, 2021 Closed Saturday, January 2, 2021 Regular hours: 10:00 a.m. – 2:00 p.m. Year End Pay Schedule #goldencareagent #mutualofomaha #holiday > Related: Important Year End Information
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Our Fully-Underwritten Life Products are Now Available on e-App!
We’re pleased to announce that Income Advantage IUL, Life Protection Advantage IUL, and AccumUL Answers are now available on the iPipeline e-Application system. When you submit an e-App, you won’t have to worry about missing a question or form — the system ensures you submit your application in good order. These new products have full e-Application functionality for all riders, except for the Long-Term Care Rider on our IUL products. For IUL applications containing the LTC Rider, you still have the option to submit an e-App and send in the LTC Rider paper application separately. In today’s environment, being able
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Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
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