Mutual of Omaha will begin sending emails containing links to PDF copies of all life and annuity policies beginning August 5, 2020. The email will be sent within 24 hours of policy issue and will be sent directly to the client, the writing agent, the top-level marketer and any authorized user designated by the writing agent or the top level marketer with full access in Sales Professional Access. This email process will be in addition to the current paper policy output. The email will contain a link to our Secure Message Portal system allowing access to view the PDF of
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Help Clients Preserve Their Estate with the LTC Rider
Many people work a lifetime to accumulate assets to pave the way for a comfortable retirement and to leave an inheritance for their children. The last thing anyone wants is to see their hard-earned savings depleted to pay for long-term care services. Long-term care services, however, can quickly erode a client’s assets. The Help Preserve Your Client’s Estate sales idea discusses the need for long-term care services. It also includes a case study that examines the impact a life insurance policy with a long-term care rider can have on a client’s estate using two contrasting scenarios. For even more information
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Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).
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Improvements to Our Accelerated Underwriting Program
Since we introduced our Accelerated Underwriting program, we have continued to review the program and make enhancements. We are pleased to announce that we are improving our Accelerated Underwriting Program once again. Effectively immediately, we are: Increasing the Accelerated Underwriting maximum issue age from age 55 to age 60 Making the $2 million maximum that was announced in April a permanent increase Our Accelerated Underwriting program is available for Term Life Answers, Income Advantage IUL and Life Protection Advantage IUL. The process is easy. Simply submit a Speed eTicket (drop ticket), ExamOne contacts the client, and we take care of
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Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
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Anti-Money Laundering Best Practices
What vendors do we accept AML from? LIMRA RegEd Kaplan WebCE Sandi Kruise What courses from LIMRA does Mutual of Omaha accept? First time users must complete: Anti-Money Laundering for Insurance Producers Renewal Courses 2016 renewal — Elder Financial Abuse and Money Laundering 2018 renewal — The Importance of Knowing Your Customer 2020 renewal — Money Laundering and Cybercrime How to complete AML Training through LIMRA The LIMRA course will not be available until after the producer has received confirmation and a producer number. If the producer is already enrolled in LIMRA the training will automatically update in our system.
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Reminder: Policyowner Services and Claims Phone Lines
As a reminder, on Thursday, July 30, 2020, our Policyowner Services and Claims departments will be having an all-employee meeting from 9:30 – 10:30 a.m. CST, and will be unavailable for phone calls during this time. We will be available on July 30th from 7:00 – 9:30 CST and from 10:30 – 5:30 CST and can be reached by calling 800-775-1000. We apologize for any inconvenience, and appreciate your understanding as we give our employees an opportunity to attend this live meeting. As a reminder, we provide a number of online self-service* capabilities: Life claims can now be filed online.
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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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iPipeline e-App Browser Update
We have been working with iPipeline to fix security issues caused by a recent Apple operating system update. We are excited to share that you can now resume using Safari as one of the preferred browsers for iPipeline e-Applications. We appreciate your patience and flexibility while we addressed this issue. As a reminder, please keep the browser requirements below in mind when submitting an e-Application. Only use the preferred browsers below. Please note, Internet Explorer is not a preferred browser. Chrome Safari Firefox Edge Make sure you’re always using the most recent version of a preferred browser. If you aren’t,
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It’s Clear How Our IULs Are Renewing
At United of Omaha, we have a goal to be as transparent and as fair as possible in our IUL renewal rate setting process. We do this by not only providing you with our historical indexed interest crediting rates, but also with our renewal participation rates and caps. You will see there has been no difference in the participation rates and caps on our inforce policies and our new policies. Many carriers don’t publish their renewal rates. Oftentimes, it’s because they don’t want you to see when they have lowered their participation rates and caps on existing business, while continuing
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Just the Hits
If you are looking for a quick intro to the IUL Express or GUL Express e-App you can find all the most important information in our Quick Hits training video. Below are the chapters – or hits – you will find in the video: Plan Information – IULE Easy Solve IULE Without Easy Solve Solution Premium Summary – IULE Premium Summary – GULE Attachments – IULE Attachments – GULE Disability Riders Final Decision – IULE Final Decision – GULE For more product information and training, check out MutualOfOmaha.com/Simple. Just the Hits #goldencareagent #mutualofomaha
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New pricing for SecureCare available in illustration software
SecureCare’s new pricing available on illustration software In response to the historically low interest rate environment, Securian Financial is implementing a pricing update to SecureCare Universal Life and increasing its maximum payment age from age 75 to age 80 in all Compact1 states and South Dakota on July 18, 2020. These product updates are now available to illustrate in these states. Please note: these changes impact new business submitted after July 17, 2020 at 3 p.m. CT only, there are no changes to in-force policies. To run an illustration with the new changes, a Compact1 state or South Dakota must
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Policyowner Services and Claims Phone Lines
On Thursday, July 30, 2020, our Policyowner Services and Claims departments will be having an all-employee meeting from 9:30 – 10:30 a.m. CST, and will be unavailable for phone calls during this time. We will be available on July 30th from 7:00 – 9:30 CST and from 10:30 – 5:30 CST and can be reached by calling 800-775-1000. We apologize for any inconvenience, and appreciate your understanding as we give our employees an opportunity to attend this live meeting. As a reminder, we provide a number of online self-service* capabilities: Life claims can now be filed online. Just go to
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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).
Customer Service, insurance, IUL, IULE, Life Insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha Insurance Company, self-service, term life, transmittal, and United of Omaha.
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