Organization is Key with Gerber Life’s Legacy and Last Wishes Guide Tax season has ended and your clients and prospects have just gone through the process of collecting and organizing information to complete their taxes. Now may be a good time to remind them to organize other important parts of their life by using Gerber Life’s Legacy and Last Wishes Guide to: Document bank accounts, investments, insurance policies and retirement accounts Outline key contacts Summarize last wishes for their funeral and burial and more Download The Guide Download Instruction Sheet As you meet with clients and prospects to discuss Gerber
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Update Contact Information on SPA
Is your contact information up to date? Ensure we have your current contact information. This information is used when completing e-Applications, for promotional mailings or email announcements we may send. It only takes a few minutes to verify/change your contact information we have on file: Log on to Sales Professional Access (www.mutualofomaha.com/broker) In the upper right-hand corner, select the image of the person Select “Profile” Review your information Update as needed your email address, mailing addresses and/or phone numbers After the change(s) are made, click “Update” It’s that easy to ensure we have your correct contact information. If you have
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Transamerica: (NAIC) Model Illustration Regulation Update
This bulletin provides information about the National Association of Insurance Commissioners (NAIC) Model Illustration Regulation and its rules concerning the use of illustrations in the sale of life insurance. At this time, the life insurance illustration regulation promulgated by the NAIC has been adopted in the following states: Alabama, Alaska, California, Colorado, Connecticut, Delaware, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Washington, West Virginia
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Premium Payment Emails to Begin 10 Days Prior to Withdrawal Date
Effective May 1, 2018, premium payment reminder emails will be sent to all individual life and health policyholders approximately 10 days prior to the withdrawal date. Previously, this email was only sent to life customers who have registered on Customer Access. With this change, all individual life and health policyholders who pay their renewal premiums via automatic deduction and who have a deliverable email address in our records will receive this email. If you have any questions, please contact Mutual of Omaha’s Customer Service at 800-775-6000. Premium Payment Emails to Begin 10 Days Prior to Withdrawal Date #goldencareagent
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Are your clients part of the 57%?
Help Your Clients Be Better Prepared With Gerber Life Guaranteed Life Building a substantial savings or emergency fund seems to be a problem for many Americans. In fact, 57 percent of Americans say they are unable to handle an unexpected expense of $500, according to a survey by Bankrate.com.1 The findings from the survey seem to indicate that many individuals continue to struggle with managing their basic finances. Given this, it may not be realistic to think that they would have extra money set aside to pay final expenses, leftover debt and funeral costs if something were to happen to
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Omaha: Mobile Quotes Updates
In order to provide you with the best quoting experience, we continue to improve and upgrade the features of our Quotes for Sales Professionals mobile quoting app. Unfortunately, if you are running an old version of the mobile app, you may be missing out on some of our great new functionality. As of April 23, 2018, the following versions of the mobile app will no longer be supported: 0.0.5 0.0.6 1.0.5 1.2.3 1.2.25 1.2.39 1.3.40 1.3.58 1.3.70 1.3.97 1.3.107 2.0.11 2.0.24 2.0.35 2.0.48 2.0.53 2.0.57 2.0.66 2.0.76 2.0.77 2.1.18 2.2.5 2.3.8 2.4.17 The current version of the mobile app is
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Accelerated Underwriting for TLA – Corrected Flyer
Our brand new Accelerated Underwriting program uses data that can quickly be obtained to eliminate lab testing and exams for Standard, Standard Plus, Preferred and Preferred Plus applicants who qualify based on age, personal history, and face amount requirements. Please note, the ExamOne Call Center phone number is 1-844-486-8452 and has been corrected on the flyer. If you have questions, please contact your Mutual of Omaha Account Executive or Sales Director. Accelerated Underwriting for TLA – Corrected Flyer #goldencareagent #mutualofomaha > Related: Accelerated Underwriting for TLA is Here! Coming Soon: Accelerated Underwriting for TLA
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Discontinuing Payroll Allotment Option for Final Expense Products
Transamerica has determined payroll allotment will no longer be an option for Final Expense products due to market conditions, effective April 16, 2018. The Underwriting and New Business departments have deemed Final Expense products will no longer accept payroll allotment as a form of payment. Impacted products include: Immediate Solution (WL08) 10-Pay Solution (WL08) Easy Solution (WL09) Guaranteed Whole Life (GWL) Guaranteed Whole Life Final Expense (GWLFE) This includes payroll deductions, list bill, government allotments, and military allotments for Final Expense products. Policies in force with payroll deduction or list bill active will continue to collect premiums in that manner.
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New Vantage Now Available in OH – Effective 4/9/18
As of April 9, 2018, Sentinel Security Life is now offering New Vantage in Ohio! Click on the link below to download the application packet. You can also visit our Agent Portal to access any of the product forms and the Life & Health Premium Calculator. New Vantage Application Packet – OH Applications can be submitted either via a paper app or electronic application. #goldencareagent #sentinel
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Important Reminder: Guaranteed Life Product Changes 4/13/18
Gerber Life Insurance Product Announcement Important changes to Gerber Life’s Guaranteed Life Insurance Plan went into effect December 7, 2017. These product changes include: Updated applications and marketing material New premiums As a reminder, paper applications that do not contain the 1117 revision date, must be signed and received in the home office before April 13, 2018 to obtain the old rates. Any outdated applications and/or incorrect premiums received after April 13, 2018 will be returned to the Agent. The Agent will be required to resubmit the business on the new application with the correct premium. Marketing Material:
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