We are proud to offer a diverse Simplified Issue product portfolio so you can find the right solution for each of your clients – and fast. Term Life Express, Living Promise Whole Life (Final Expense), Children’s Whole Life, Accidental Death and most recently – IUL Express and GUL Express – are all available on iPipeline e-Application. Some of the benefits of using an e-Application: Helps you complete the application in good order – saving you and your client time Ensures you are always you using the correct forms Quicker issue for your clients – which means you get paid faster
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Independence Day Office Closing 2020
Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Friday, July 3rd for Independence Day. 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 Independence Day, Friday 7/3/2020 Tuesday, 6/30/2020 Tuesday, 6/30/2020 Monday, 6/29/2020 Monday, 6/29/2020 Friday, 7/3/2020 Weekly and holiday pay schedules are also available on the Sales Professional Access (SPA) website. If you have any questions, please contact your Sales Director
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Improved Sales Support Service Line
As we mentioned in May, Mutual of Omaha has been working on changes to the prompts on our Sales Support toll-free phone line (1-800-693-6083). We are happy to announce these changes have now been fully implemented. To better serve you, we now provide prompts allowing you to select the department, service or product you are calling in for and route you directly to the correct representative that can help. Please listen carefully to these prompts, as these enhancements will help shorten wait times, lessen the number of transfers and overall provide for a quicker service response. We appreciate your business
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A New Look for All of Your IUL Illustrations
Beginning July 1, 2020, we are enhancing our fully-underwritten IUL illustrations in design, functionality and speed. These improvements to our Income Advantage IUL and Life Protection Advantage IUL illustrations in WinFlex Web reinforce our commitment to delivering high quality, simple, transparent products to the IUL marketplace. The Look The new illustrations use a cleaner design that complements the Mutual of Omaha brand. The tables have been redesigned to make them easier to read. Plus, by using a combination of landscape and portrait pages, we are now able to fit all of the values you need on each page. The Functionality
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Which Express Product is Right for Your Client?
When it comes to individual product solutions, it’s important to know the features and benefits of each product to help you determine which one may be the best fit for your client. The Which Express Product Should You Consider for Your Client? sales flyer is a side-by-side comparison of Indexed Universal Life Express, Guaranteed Universal Life Express, and Term Life Express. While each product is a little different, they all offer simplified underwriting, are available on iPipeline e-App and feature Automated Underwriting, Mutual of Omaha’s point-of-sale decision tool. Ready to submit an app, but not sure where to start? We
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What Happens if Your Client Doesn’t Qualify for the LTC Rider?
Our Income Advantage IUL and Life Protection Advantage IUL policies offer a Long-Term Care Rider. And what’s even better is these products also have a Chronic Illness Rider. Consider the following situations: What if your client applies for the Long-Term Care Rider and you find out he or she doesn’t qualify? What if your client doesn’t want to pay extra for the Long-Term Care Rider? With United of Omaha, your clients still have a long-term care planning solution with the Chronic Illness Rider. This rider is included automatically with all policies that are not issued with the Long-Term Care Rider
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Upcoming WinFlex Desktop Illustration Software Discontinuation
Beginning January 1, 2021, the WinFlex Desktop software will no longer be available, as Ebix will no longer be providing ongoing support for the Desktop platform. If you are still using the Desktop software to illustrate our life and health insurance products, we encourage you to transition to the WinFlex Web platform as soon as possible. To sign up for WinFlex Web: Go to winflexweb.com and select ‘Register for WinFlex‘. Follow the prompts to register for an account. After registering for your account, you will need to add the companies you sell with. To add companies, select your name in
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Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).
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CI, critical advantage, critical illness, disability, Disability Choice, disability income, Disability Income Insurance, express, HAS, indexed universal life, indexed universal life express, IUL, IULE, Life Insurance, Lump Sum, Lump Sum Cancer, Lump Sum Cancer Heart Stroke, mutual of omaha, omaha, and United of Omaha.
IUL Express and GUL Express e-App Training
IUL Express and GUL Express can now be submitted via the iPipeline e-Application. This means a faster and more accurate process for both you and your clients. Plus both products feature Automated Underwriting, Mutual of Omaha’s point-of-sale instant decision process. Ready to submit an application? First, make sure you are using a preferred and up-to-date browser (details below). If you aren’t familiar with the iPipeline application flow the best place to start is with our training videos below. Preferred Browsers Please make sure you are using the current version of one of the preferred browsers below. Chrome Firefox Edge Safari
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Understanding the Value of a Care Coordinator
Arranging for long-term care services is no easy task. Wouldn’t it be great if your clients and their loved ones had someone they could count on to guide them every step of the way? The Long-Term Care Rider on our fully-underwritten Indexed Universal Life products offers care coordination services at no additional cost. So when a client initiates a claim, they have immediate access to a licensed health-care professional who will assess their situation, develop a personalized plan of care and help arrange for services. During the sales process, it is important to help your understand how the rider works
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Fully Underwritten IUL on Speed eTicket
We are working to add our fully-underwritten IUL products (Income Advantage IUL and Life Protection Advantage IUL) to the dropdown on the iPipeline screen. In the interim, please follow these instructions as a workaround. Submit your application as if you were submitting a Term Life Answers (TLA) drop ticket application In the Special Requests section on the Producer Information screen, please specify the IUL product being applied for (either Income Advantage IUL or Life Protection Advantage IUL) The application will be submitted to the Home Office as a TLA application (both products use the same base application) The Home Office
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