Consider Gerber Life’s New Permanent Whole Life Insurance Policy Options Gerber Life’s Whole Life and Simplified Senior Life policies provide permanent life insurance protection that come with guarantees,1 simplicity and an easy buying experience for your clients. Take a look at how we compare to universal life policies and you’ll see very quickly that Gerber Life’s Whole Life and Simplified Senior Life policies check all the boxes. Questions? Contact your GoldenCare Regional Director at 800-842-7799! 1 The products offer guaranteed premiums (which are guaranteed not to increase for the life of the policy), guaranteed cash value, and guaranteed benefits
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New Extended Client Phone Interview Hours
At Mutual of Omaha, we always want to make it easy to do business with us. That’s why thanks to the success of Automated Underwriting for Living Promise e-Applications, we were able to reallocate resources and extend our underwriting client phone interview operating hours. The Client Interview team supports health history interviews for Life Express, Fully Underwritten Life, Priority Income Protection, Critical Advantage, and Fully Underwritten Disability Income products. (This team does not support the DI Tele-App process). Effective Monday, March 4, 2019 our client interview team, (800) 775-3000, will be open 1-hour longer Monday-Thursday and be open on Saturdays.
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Mobile Quotes Update
On March 1, 2019, we will be enhancing the look of Quotes for Sales Professionals, our mobile quoting tool. You can expect the same easy-to-use app, but with a fresh new look. The first time you open the app after the install on March 1, a message will pop up notifying you that a new update is available. The updated mobile app will only be compatible with the following operating systems: iPhone® – 10.0 and higher Android™ – 5.0 and higher Don’t have the new app? The Quotes for Sales Professionals mobile app is free and available on the Apple
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Automated Underwriting Update
In November we launched Automated Underwriting for Living Promise e-Applications – our instant decision tool. Overall we have been very pleased with the deployment of the tool and have seen increased usage of our e-Application. Since January 6th, 952 applications have been submitted. Of those applications, 63% were instantly approved and 72% of the referred cases were approved after review. As with any new system, there are opportunities for improvements. We appreciate your constructive feedback and are working on enhancements to the system. We’d like to provide you with an update on some of the recent enhancements/fixes and tips to
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Expansion of Underwriting Client Interview Hours
We are happy to announce that effective Monday, March 4th, we are expanding our client interview hours. We are staying open an hour later during the week and adding Saturday hours! The Client Interview team supports health history interviews for the Life Express, Fully Underwritten Life, Priority Income Protection, Critical Advantage, and Fully Underwritten Disability Income products. (This team does not support the DI Tele-App process). Current operating times — Central time: Monday – Thursday: 8 a.m. – 7 p.m. Friday: 8 a.m. – 5 p.m. New operating times — Central time: Monday – Thursday: 8 a.m. – 8
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Get an Underwriting Decision – Day or Night
Automated Underwriting for Living Promise e-Applications offers an instant decision while you’re with your client. In fact, during the past couple of weeks, 65% of applications submitted were instantly approved and 77% of the referred cases were approved after review. One of the best features? You can get an underwriting decision that fits with you and your clients’ schedule. New to the Automated Underwriting process? Find out how to complete the e-App. If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com. Get an Underwriting Decision – Day or Night
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Tax Season is a Great Time to Talk About an IUL
When tax season arrives, your clients are likely thinking about the past year and the one ahead. But it’s also a good time to talk about the future and their tax situation when they retire. A properly-funded Income AdvantageSM IUL policy is a good way to help your clients plan ahead and minimize their tax risks in retirement. Our newly updated Tax Bracket Risks brochure for 2019 can help you explain the advantages of an IUL policy to your clients. If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com. Tax
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Are Your Clients Fit?
Our Fit Underwriting Program is available on both fully underwritten term and permanent insurance. It’s a quick and easy test you can complete with every application to ensure your client receives the best table rating. Not sure what to look for? Here’s what a typical case that would qualify for our Fit Program looks like: Ages 18-75 Minimum face amount $100,000 Maximum face amount $5 million (total coverage in force and applied for per individual with United of Omaha Life Insurance Company) Nontobacco users Base Rating after normal credits of Table 4 or less If you have questions, please contact
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Disaster Relief Notification Update: Federal Government Shutdown
Although the shutdown has ended, Mutual of Omaha is committed to working with your customers as they resolve any outstanding financial issues. Grace periods for affected customers are being extended until April 25, 2019. Delaware Only: A customer who is a resident of Delaware and was affected by the shutdown can contact us to place a hold on their policy, up to 90 days from the end of the shutdown on January 25, 2019. If you have any questions regarding this or any other Mutual of Omaha service, please reach out to our customer service team at 800-775-6000.
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Automated Underwriting Updates
It’s pretty common to enter test cases in an e-App in order to familiarize yourself with the process, or to show a client how it will work. Please do not use the Automated Underwriting system for test cases. Consequences of doing this may include: Insurance activity recorded Underwriting reports pulled Duplicate applications recorded Our training videos feature chapters so you can go directly to the content you are looking for or watch the training video in its entirety. If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com. Automated
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