1099 Form(s) Available on SPA

April 17, 2023 | by | Comments Off on 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).
Tags: 1099, 1099 form, 1099 tax form, 1099s, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, United of Omaha, United World, and United World Life Insurance Company.

Important Information Regarding Gerber Life’s Pre-Appointment States

April 6, 2023 | by | Comments Off on 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.
Tags: agent contracting, contracting, Gerber, Gerber Life, Gerber Life Insurance Company, life, Life Insurance, and pre-appointment.

Mobile Quotes Updates Now Available

April 3, 2023 | by | Comments Off on 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).
Tags: insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mobile quote, mutual of omaha, Mutual of Omaha Insurance Company, omaha, and Quotes for Sales Professionals.

Customer Access Transitioning to Okta Login

April 3, 2023 | by | Comments Off on 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).
Tags: administrative, consumer, consumer portal, consumer-access, customer portal, Customer Service, insurance, mutual of omaha, Mutual of Omaha Insurance Company, Okta, omaha, self-service, United of Omaha, and United World.

Advanced Markets Minute – March 2023

April 3, 2023 | by | Comments Off on 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).
Tags: asset protection, insurance, long-term, Long-Term Care, long-term care insurance, LTC, LTC insurance, LTCi, LTCi protection, Mutual, mutual of omaha, Mutual of Omaha Insurance Company, omaha, secure, and SECURE 2.0.

No Hidden Caps or Participation Rate Changes With Our IULs

April 3, 2023 | by | Comments Off on No Hidden Caps or Participation Rate Changes With Our IULs

At Mutual of Omaha, we proudly publish our cap and participation rate history for all three of our IUL products each month—displaying our stability, with no hidden cap or participation rate changes. And, providing yet another reason why our indexed universal life products are a great choice for your clients. Life Protection Advantage IUL Historical Crediting Rates Income Advantage IUL Historical Crediting Rates IULE Historical Crediting Rates   Find out more about our IUL portfolio at DiscoverIUL.com!   No Hidden Caps or Participation Rate Changes With Our IULs   #goldencareagent #mutualofomaha
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: Discover IUL, express, Income Advantage IUL, Indexed UL, indexed universal life, indexed universal life express, insurance, IUL Express, life, Life Insurance, Life Protection Advantage IUL, Living Promise, mutual of omaha, omaha, and United of Omaha.

Getting Started with IUL Express

April 3, 2023 | by | Comments Off on Getting Started with IUL Express

Help your clients protect all of their meaningful moments even faster with our indexed universal life product, Indexed Universal Life Express (IUL Express). The product guide and producer training video provide an overview of the policy and walk you through quoting, indexed crediting, and more! Find out even more about IUL Express by visiting DiscoverIUL.com or MutualofOmaha.com/Simple.   If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com.   Getting Started with IUL Express   #goldencareagent #mutualofomaha #iul
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: express, indexed universal life, insurance, IUL, IULE, Life Insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, simplified underwriting, and United of Omaha.

Announcing Aflac’s Final Expense Agent Incentive Program!

March 20, 2023 | by | Comments Off on Announcing Aflac’s Final Expense Agent Incentive Program!

Aflac is back with another exciting Final Expense incentive! To participate, you simply need to place one or more Aflac Final Expense Whole Life policies between March 1 and June 30, 2023. Here are the rewards and recognitions you can achieve: Place one policy and be listed on the Aflac Leaderboard Place 10 policies and receive a Distinguished Sales Award Earn rewards based on the number of policies placed: 3 policies = $200 6 policies = $500 10 policies = $1,000 Check out the Aflac Final Expense Incentive Flyer and share it with your colleagues!     #goldencareagent #medicare
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Categories: Aflac, GoldenCare News, Industry News, and Life Insurance.
Tags: Aflac, agent bonus, agent incentive, FE, final expense, final expense insurance, GoldenCare, insurance, whole life, and whole life insurance.

You’re in Luck: Issue Ages Increased on IULE and TLE

March 20, 2023 | by | Comments Off on You’re in Luck: Issue Ages Increased on IULE and TLE

In case you missed it on March 1, 2023, we increased the maximum issue ages on IUL Express and Term Life Express Non-ROP (10T) products. These enhancements will position our Simplified Issue product options to be available in more sales scenarios and will serve a wider range of clients. Below are some of the key updates you will need to know:   IUL Express: Maximum issue ages for both Tobacco and Non-Tobacco ratings will increase to age 75 Currently Non-Tobacco is age 70 and Tobacco is age 65 Maximum face amount for ages 71-75 will remain $150,000 Term Life Express
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).
Tags: fit credits, IUL, IUL Express, IULE, life, Life Insurance, mutual of omaha, Mutual of Omaha Insurance Company, term life, Term Life Express, and United of Omaha.

Quotes on the Go

March 20, 2023 | by | Comments Off on Quotes on the Go

Quickly run quotes for your clients whenever, wherever with our easy mobile app. Available on all Android and Apple devices, it allows you to customize the product view to products you sell. Products Currently Available: Children’s Whole Life Critical Advantage Dental Guaranteed Advantage Indexed Universal Life Express Long-Term Care Insurance Medicare Supplement Term Life Answers Term Life Express Download and begin quoting today!   If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com.   Quotes on the Go   #goldencareagent #mutualofomaha
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).
Tags: insurance, Long-Term Care, long-term care insurance, LTC, LTCi, mutual of omaha, Mutual of Omaha Insurance Company, and omaha.