Announcing GTL’s Special Cross-Selling Bonus Program!

View PDF for Bonus Details Get to know GTL’s full portfolio of products! GTL is announcing a Special Spring & Summer Bonus Program where you can earn $20 per application on our Cancer, Short-Term Care and Life insurance products! For qualified applications submitted between May 1, 2023 and July 31, 2023.* View PDF for Bonus Details         $20 per application for all Cancer, Short-Term Care & Life Insurance products signed and dated within the qualification period. »   To receive the $20 per application payout, submit GTL’s Cancer, Short-Term Care and Life Insurance product applications during the
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Categories: Critical Illness, Guarantee Trust Life, Industry News, Life Insurance, and Short-Term Care.

Coming Soon: Book of Business

Coming soon!!! Get in-force policy information easier than ever. Soon, you will have access to a complete list of the in-force Mutual of Omaha policies* you have sold. The information will be available in one easy-to-sort, downloadable file. This is an option you have asked for and Mutual of Omaha is proud to deliver this exciting tool! You will receive an announcement when the Book of Business download is ready for use. Then, with a couple clicks of a button, you will have a list of all in-force policies you have sold. It will be that easy!!   *Prescription Drug
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Categories: Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

MyEnroller has a new feature

Solve for premium in MyEnroller Next time you open MyEnroller®, you’ll notice a change to the Quote step. The “Calculate plan by” field will no longer default to Face Amount. Instead, you’ll be required to choose either “Face Amount” or “Premium” from the dropdown menu before you can see plan premiums. When you meet with clients who know how much they want to spend on monthly premiums, you want to be able to offer them a policy they can afford, no matter what the face amount is. Choosing to “Calculate plan by premium” can save you time and ensure your
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Categories: Great Western, Industry News, and Life Insurance.

4 Quarters Club: Get in the Game

It’s hard to believe it, but the first quarter of 2023 has come to end. Thank you all for your hard work and business. We will be announcing the first-quarter winners via email in April so be on the lookout. And don’t worry if you didn’t quite make the cut in first quarter you have another opportunity at a 10% cash bonus in second quarter! For the qualification flyer, promo video and weekly standings check out our incentive page on Sales Professional Access (SPA).   4 Quarters Club: Get in the Game   #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Mutual of Omaha Anti-Money Laundering (AML) Vendor Updates

Effective immediately, Mutual of Omaha will now accept Anti-Money Laundering (AML) training certificates completed through SuranceBay and Securities Training Corporations (STC). Mutual of Omaha accepts AML training from the following vendors: RegEd Sandi Kruise WebCE Kaplan SuranceBay Securities Training Corporations (STC) STC has other AML-related courses available, but we will only accept the certificate for the course “AML for Insurance Professionals”. Any certificates for other courses or certificates that appear to be altered in any way, will not be accepted. LIMRA (Life Insurance Marketing and Research Association) Once you have completed the course, LIMRA will automatically send Mutual of Omaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

1099 Form(s) Available on SPA

Starting today, April 5th, 2023, Mutual of Omaha will now make 1099s available electronically through Sales Professional Access (SPA) for all producers going forward, starting with 2022 1099s. Producers’ 2022 1099s were already mailed in January. The detailed instructions for producers accessing 1099s are provided on the home page of SPA. Please note: If a producer has chosen and created a Compensation PIN for SPA already, they will not be able to view their 1099 without their Compensation PIN. For producers consenting (on SPA) to receive 1099s electronically, 1099s for 2023 reporting in 2024 will not have their 1099s mailed.
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Categories: Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Important Information Regarding Gerber Life’s Pre-Appointment States

Gerber Life Operations Update Important Update to Gerber Life’s Pre-Appointment States Effective April 14, 2023   Dear Valued Partner, Gerber Life Insurance Company received notification that Washington will no longer allow appointment backdating. As a result, Washington will be considered a pre-appointment state effective April 14, 2023. Agents submitting business in Washington must be appointed with Gerber Life in advance. If you have questions, please call Gerber Life’s Agent Support Team at: 800-428-4947. Thank you for your continued support!   Gerber Life’s Pre-Appointment State Include: AL, LA, MT, PA, TX and WA     Important Information Regarding Gerber Life’s Pre-Appointment
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Categories: Gerber Life, Industry News, and Life Insurance.

Mobile Quotes Updates Now Available

To provide you with the best quoting experience, we continue to improve and upgrade the features of our mobile quoting tool, Quotes for Sales Professionals. As of March 24th, 2023, the following updates have been made: Automatically synced rates: users no longer need to sync or re-sync rates Riders added via add button rather than a check box format Internet Connection Required references removed Open Web Version button and all former footer information is now available in the “About” tab Depending on your personal settings for device/app updates there are two ways to receive the update: The first time you
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).

Customer Access Transitioning to Okta Login

Mutual of Omaha is committed to keeping your customers’ information safe. We will be transitioning the Customer Access login screen to utilize Okta technology. When your customers access Customer Access, they will be asked to log in with their username instead of email address. In addition, the log in screen will also look different, but your customers will still have the same 24/7 online access to their information. Beginning April 19, 2023, your customers will be required to change their password on Customer Access. To assist in the transition, your customers will be receiving 3 separate emails, throughout the transition
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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).

Advanced Markets Minute – March 2023

LTCi as Asset Protection Welcome to the Advanced Markets Minute in both print and audio form. Today’s article is called “LTCi as Asset Protection.” Listen Now   Your clients could face threats to their assets from taxes, creditors, lawsuits…a variety of sources. But perhaps the biggest threat to their assets is their own health. If your client needs long term care for an extended period of time, their assets could evaporate just as quickly as with any lawsuit or creditor. Luckily, there is asset protection available against the health threat. Long-term care insurance is health insurance, but it should also
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).