Email Submission for Paper Applications

December 3, 2019 | by | Comments Off on Email Submission for Paper Applications

Sending a fax can be time-consuming and frustrating, that’s why we are pleased to announce paper applications can now be submitted via email. This update is effective immediately and available for all Life products and Health products, excluding Medicare Supplement, Medicare Advantage, Prescription Drug Plans and Long Term Care. While this new capability will streamline the submission process there are some very important steps to follow in order to make sure applications are being submitted correctly and securely. Please ensure you follow this guide when submitting new business and additional requirements via email. Thank you for your business and if
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: CHS, critical advantage, critical illness, Dental, DI Choice, disability, Income Advantage IUL, income protection, insurance, IUL, Life Insurance, Life Protection Advantage IUL, mutual of omaha, omaha, PIP, and Priority Income Protection.

Oklahoma Now a Pre-Appointment State

December 3, 2019 | by | Comments Off on Oklahoma Now a Pre-Appointment State

Effective November 1, 2019, the state of Oklahoma updated their state regulations to move Oklahoma to a pre-appointment state. This means that if you are writing business in the state of Oklahoma you will be required to have an effective appointment prior to taking an application. All producers currently in the Mutual of Omaha system with a Just-In-Time Oklahoma appointment will be placed in an effective status as of 11/1/2019. All future triggered appointments will be placed in an effective status to meet this regulation change.   If you have questions, please contact Mutual of Omaha’s Producer Services Team at
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, omaha, Partnership, and Partnership Exchange.

Get Up to Speed on the IUL Express Process

December 3, 2019 | by | Comments Off on Get Up to Speed on the IUL Express Process

An IUL Express policy is a great way to provide your clients with long-term life insurance protection using a simplified issue sales process. Our new IUL Express Process Video will take you through the step-by-step process for determining a premium, completing the application packet, understanding the underwriting process, and delivering the policy. You can also use the IUL Express Process Flyer. For even more information on our IUL Express product, as well as our other simplified issue products, visit our now Simplified Issue microsite: mutualofomaha.com/simple.   Get Up to Speed on the IUL Express Process   #goldencareagent #mutualofomaha #iul
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: express, insurance, IUL, IULE, life, Life Insurance, mutual of omaha, omaha, and United of Omaha.

Learn the Basics: Living Promise

December 3, 2019 | by | Comments Off on 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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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: final expense, insurance, Life Insurance, Living Promise, mutual of omaha, omaha, United of Omaha, and whole life.

Gerber Life Insurance CSO Mortality Table Transition

December 2, 2019 | by | Comments Off on Gerber Life Insurance CSO Mortality Table Transition

Gerber Life Update Important Changes to the Gerber Life Grow-Up® Plan, Young Adult and Guaranteed Life CSO Mortality Tables.   The National Association of Insurance Commissioners (NAIC) has adopted the 2017 Commissioners Standard Ordinary (2017 CSO) mortality tables. Life insurance policies are required to use the updated 2017 CSO Mortality Tables by January 1, 2020. Additionally Guaranteed Life Issue policies will continue to use the 2001 CSO Mortality Tables. As a result the following changes will be made: Grow-Up® Plan and Young Adult Grow-Up® Transitions to the 2017 CSO Mortality Tables All Grow-Up® Plan and Young Adult Grow-Up® policies issued
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Categories: Gerber Life, Industry News, and Life Insurance.
Tags: CSO Tables, Gerber, Gerber Life Insurance Company, insurance, Life Insurance, and Premiums.

Thanksgiving Office Closing

November 18, 2019 | by | Comments Off on Thanksgiving Office Closing

Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Thursday, Nov. 28, and Friday, Nov. 29, 2019, for the Thanksgiving holiday.   Thanksgiving Office Closing   #goldencareagent #mutualofomaha #thanksgiving
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: holiday, insurance, mutual of omaha, office closing, omaha, United of Omaha, and United World.

Phone Health Interview (PHI) Hours

November 18, 2019 | by | Comments Off on Phone Health Interview (PHI) Hours

This past Spring we extended our client phone interview hours to give your clients more flexibility to complete their health interview. Our client interview team, (800) 775-3000, stays open 1-hour longer Monday-Thursday and is also open on Saturdays. Let your clients know they can call us later in the evening or even on a Saturday – whatever works best for their schedule. Operating Hours (Effective 3/4/19) Monday – Thursday: 8:00 a.m. – 8:00 p.m.(CST) Friday: 8:00 a.m. – 5:00 p.m. (CST) Saturday: 10:00 a.m. – 2:00 p.m. (CST)   If you have questions, please contact your Sales Director or Account
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Categories: Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
Tags: Customer Service, health interview, insurance, mutual of omaha, omaha, PHI, Phone Interview, and United of Omaha.

Spread the Word About Customer Access

November 18, 2019 | by | Comments Off on Spread the Word About Customer Access

Spread the word! Customer Access is a great resource that allows your clients to access their information in one convenient spot 24/7. By simply logging into Customer Access, clients have access to a variety of self-service capabilities, including making a payment, viewing Explanation of Benefits, obtaining policy information and much more – new features are also added periodically! Here’s a list of what can be done 24/7 on Customer Access. Customers can also utilize the Interactive Voice Response (IVR) system within our customer service line 24/7 to do the following: Make a payment Request a duplicate ID card Obtain policy
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: insurance, Life Insurance, mutual of omaha, omaha, premium draft, and United of Omaha.

TLE Offers Life Insurance Protection Plus Living Benefits

November 18, 2019 | by | Comments Off on TLE Offers Life Insurance Protection Plus Living Benefits

Term Life Express offers simplified underwriting, competitive pricing, and attractive conversion privileges. Did you know that it also includes Living Benefit Riders at no additional cost (only on the TLE non-ROP policies)? The Living Benefit package includes three Accelerated Death Benefit Riders at no additional cost to the customer. Chronic Illness Rider Terminal Illness Rider Critical Illness Rider Learn more about Term Life Express’s living benefits today using the TLE Living Benefit Rider Guide.   TLE Offers Life Insurance Protection Plus Living Benefits   #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: Life Insurance, living benefits, mutual of omaha, omaha, term life, Term Life Insurance, TLE, and United of Omaha.

IUL Express is Here!

November 14, 2019 | by | Comments Off on IUL Express is Here!

Jump in and buckle up! It’s time to pull out into the fast lane! We’re excited to announce that our Indexed Universal Life Express (IUL Express) is off the showroom floor and out on the open road! As of Friday, November 1st, IUL Express peeled out into the IUL market. IUL Express has some of the same benefits of a traditional IUL policy, but does it all faster – faster underwriting, faster approvals and faster coverage for your clients. We also have a host of marketing materials to help you promote and explain IUL Express to your clients, including a
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: express, insurance, IUL, IULE, life, Life Insurance, mutual of omaha, omaha, Underwriting', and United of Omaha.