Recently, we began allowing you to submit IUL Express paper applications electronically using one of our accepted electronic signature methods and our paper application submission via email process. To help you transition to this new electronic submission process we created two new producer training videos. Please note, these videos show the process using DocuSign as the electronic signature method since it is the most widely used. The first producer training video walks you through IUL Express using Easy Solve and the DocuSign process. The second video shows you the DocuSign process only. IUL Express Easy Solve & DocuSign Producer Training
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The Living Benefits of IUL Express
Indexed Universal Life Express (IUL Express) provides a host of benefits to your clients’ loved ones. The most important one is that their beneficiaries will receive a one-time death benefit in the amount your clients choose, ranging from $25,000 to $300,000.* This death benefit is paid directly to their beneficiaries to replace lost income and maintain their standard of living. In addition to the death benefit, IUL Express policies come with living benefits at no additional cost. The Accelerated Death Benefit Riders for terminal, chronic and critical illness**, may allow your clients to access a portion of the death benefit
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Prospecting Material Can Help You Reach Your Clients
We realize it may be challenging to reach potential and current customers during this time. Mutual of Omaha can help with our consumer prospecting materials. Personalized prospecting materials are available for ordering with your contact information so clients can contact you directly to help them with the coverage they need. Just click on the links below to see the all prospecting material that is available for you. Health Products Critical Advantage self-mailer and postcard Long-Term Care cost of waiting self-mailer and retirement planning self-mailer Priority Income Protection (PIP) self-mailer Life Products Term Life Express (TLE) self-mailer Indexed Universal Life Express
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Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).
Coronavirus, COVID-19, critical illness, disability, health, Life Insurance, Long-Term Care, long-term care insurance, LTC, LTCi, Med Supp, Medicare Supplement, Medigap, MS, mutual of omaha, omaha, pandemic, pending cases, Underwriting', and virus.
Coronavirus, COVID-19, critical illness, disability, health, Life Insurance, Long-Term Care, long-term care insurance, LTC, LTCi, Med Supp, Medicare Supplement, Medigap, MS, mutual of omaha, omaha, pandemic, pending cases, Underwriting', and virus.
Important information from Distribution Compensation
As our Distribution Compensation team members are working remotely due to the Coronavirus, it has given us an opportunity to review some of our processes and modernize our approach with our partners. Effective immediately, if you need to contact broker compensation for any reason, please use the following methods: Phone: 1-800-475-4465 Email: broker.compensation@mutualofomaha.com NOTE: We are no longer able to receive or process any faxes. Please know we are here to support you and your business. Mutual of Omaha remains fully committed to the industry, to you and our customers. Thank you for your continued trust. Important information
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COVID-19, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Coronavirus, COVID-19, critical illness, disability, health, Life Insurance, Long-Term Care, long-term care insurance, LTC, LTCi, Med Supp, Medicare Supplement, Medigap, MS, mutual of omaha, omaha, pandemic, pending cases, Underwriting', and virus.
Coronavirus, COVID-19, critical illness, disability, health, Life Insurance, Long-Term Care, long-term care insurance, LTC, LTCi, Med Supp, Medicare Supplement, Medigap, MS, mutual of omaha, omaha, pandemic, pending cases, Underwriting', and virus.
See How Life Protection Advantage IUL Compares
Life Protection Advantage IUL has competitive long-term no-lapse protection premiums and is also very competitive when solving for premiums that will carry to age 120 at conservative rates. Take a look at our newly-updated flyer that shows a comparison of premiums, as well as a comparison of how long each carriers’ coverage is projected to last at various hypothetical interest rates. Our Life Protection Advantage IUL product also comes with value-added features that many competitors don’t offer. A Guaranteed Refund Option Rider Unlike many other IULs, qualifying Life Protection Advantage IUL policies come with a premium refund option when clients
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GoldenCare’s CSG Actuarial Tool Now Offers More Value
Great News! Our GoldenCare CSG Actuarial quoting & comparison tool has been expanded to include new features and additional product lines! Users will now have access to the Document Locker and Electronic Scope of Appointment, as well as have the capability to quote & comparison hospital indemnity plans and final expense! Document Locker and Electronic Scope of Appointment Now you can sign and electronically store Scope of Appointments! CSG Actuarial is helping agents stay compliant and get to the Medicare Advantage sale faster with the Electronic Scope of Appointment and Document Locker. Benefits of using the eSOA: Scopes are
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GoldenCare News, Hospital Indemnity Plan, Industry News, Life Insurance, and Medicare Supp./Adv..
app-submission, comparing, CSG Actuarial, FE, final expense, HIP, Hospital Indemnity, insurance, life, medicare, Medicare Advantage, Medicare Supplement, PDP, Prescription Drug Plans, quoting, and Underwriting'.
app-submission, comparing, CSG Actuarial, FE, final expense, HIP, Hospital Indemnity, insurance, life, medicare, Medicare Advantage, Medicare Supplement, PDP, Prescription Drug Plans, quoting, and Underwriting'.
Important Information Regarding Life Policy Output Procedures
State government social distancing responses change daily, and it is increasingly difficult to know which of our distribution partners have the ability to maintain back office support for policy receipt and delivery. We also understand that any back-office support you have available today may be forced to discontinue tomorrow as the situation continues to evolve. Therefore, as an interim solution, we will begin mailing all life insurance policies direct to our customers effective Friday, April 3rd. This change is being implemented with the best interests of our customers and distribution partners in mind to ensure timely policy delivery to our
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Help clients ‘leap’ into My Account!
Underwriting Materials Updated for New Term Conversion Guidelines
On March 18th we announced changes to our term conversion rules on our Term Life Answers fully-underwritten term insurance product. Our new Underwriting Guidelines booklet has been updated with the new term conversion guidelines and is available for ordering through your normal supply channels. And our newly updated Term Conversion Guidelines flyer also gives guidance for both of our term products, Term Life Answers and Term Life Express, regarding: The term conversion periods The conversion products available The compensation paid on conversions If you have any questions about our term products or their conversion privileges, please contact Mutual of Omaha’s
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Term Life Answers Pricing Changes
It’s important that we continually review our product portfolio and make decisions that are in the long-term best interest of our policyholders and our distribution partners. Effective April 1, 2020, we will be updating our Term Life Answers (TLA) product pricing for new issue policies. Our TLA product continues to provide clients with value and we will continue to offer these competitive product features: Age Last Birthday Underwriting FIT Underwriting Credit Program Accelerated Underwriting Program Flyer (for drop ticket applications only) Conversion Priviledges No-Cost Waiver of Premium for Unemployment Rider In addition to the product features above, effective April 1,
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