Effective April 1, 2018, a Senior Assessment will be required in certain age/face parameters on fully underwritten life products. It will be completed at the time of the paramedical examination. This testing will assess a client’s cognitive ability, memory functions, mobility testing and ability to perform Activities of Daily Living. What you need to know: Ages: 66 and over Face Amounts: $500,000 and over Products: All fully underwritten life products (IUL, GUL, AccumUL, TLA) This change impacts all applications signed on or after April 1, 2018. If you have any questions, please contact your Mutual of Omaha Account Executive or
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Help Build Your Business with Wealth + Health
HELP DRIVE YOUR BUSINESS Client satisfaction and the success of your business often go hand in hand. Incorporating health goals into your clients’ financial strategy can help build trust and loyalty. Set yourself apart from the competition by providing a holistic view of your clients’ well-being. This week in Changing the Conversation, you’ll find: The top 5 ways wealth + health can improve your business Ideas for hosting events that will get clients talking 12 financial steps your clients can make now Put these resources to work and demonstrate your value to clients. BUILD THE FUTURE Help Build Your
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Secure Email with Gerber Life is Coming Soon
Secure Email with Gerber Life is Coming Soon Starting 3/22/18, Gerber Life will offer the ability to register for secure email through our Agent Portal. Secure Email is designed to pass confidential information only; for all other communications to Gerber Life, please continue to use current processes. To request access, log into your Agent Portal and click on the “Secure Email” tab and follow the instructions. If you have questions, please feel free to call Gerber Life’s Agency Support team at: 1-800-428-4947. Secure Email with Gerber Life is Coming Soon #goldencareagent #gerber
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Transamerica Final Expense New Business Phone Lines
The Final Expense New Business phone lines will be closed each Wednesday from 3/14/18 until 4/11/18 from noon to close central time. We will be focusing our staff on processing and placing policies. If you have an immediate need, please email Transamerica at FinalExpenseNewBus@Transamerica.com. Transamerica Final Expense New Business Phone Lines #goldencareagent #transamerica
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Coming Soon: Accelerated Underwriting for TLA
Our brand new Accelerated Underwriting program, launching April 1, 2018, 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. The Process is Easy: Submit a Speed eTicket (Drop Ticket) for Term Life Answers® Obtain a voice signature or eSignature ExamOne completes a phone interview with your client Once we have the full application in-house, we take care of the rest Basic Qualification Requirements: Products Available: Term Life Answers® (10, 15, 20 and 30 year) Applications Available:
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Ohio Severe Storms – Disaster Notification
Area(s) affected: Ohio Counties: Adams, Athens, Belmont, Brown, Clermont, Columbiana, Gallia, Hamilton, Hocking, Jackson, Jefferson, Lawrence, Meigs, Monroe, Muskingum, Scioto and Washington. Start date: February 19, 2018 End date: May 24, 2018 Mutual of Omaha is in the process of identifying customers affected by this event. A special note will be added to these policies in the near future. The grace period will be extended by an additional 30 days on affected policies as well as a message being added to our eService tool. We will exercise leniency in dealing with our customers that have been affected and allow exceptions
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Now Available – Broker Compensation Statements in Excel Format
Effective immediately, you will be receiving your Broker Compensation Statements in the Excel format as well as the current PDF format you are used to. For those of you who are on daily pay, you may have already noticed of this new enhancement. Your feedback allows us to make changes such as these and remain your carrier of choice. If you have any questions, please contact GoldenCare’s Sales Team at 800-842-7799. Now Available – Broker Compensation Statements in Excel Format #goldencareagent #mutualofomaha > Related: Coming Soon — New Format for Broker Compensation Statements
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Indiana Flooding – Disaster Relief
Disaster Name: Indiana Flooding Area(s) affected: Indiana Counties: Benton, Carroll, Clark, Crawford, Dearborn, Elkhart, Floyd, Fulton, Harrison, Jasper, Jefferson, Lake, Marshall, Ohio, Perry, Pulaski, Spencer, St. Joseph, Starke, Switzerland, Warrick and White. Start date: February 19, 2018 End date: To Be Determined Mutual of Omaha is identifying the customers affected by this event. A special note will be added to these policies in the near future. The grace period will be extended by an additional 60 days on affected policies as well as a special message being added to eService. We need to exercise leniency in dealing with our customers
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Transamerica: Electronic Application Signature Rules
Electronic Application Signature Rules In order to clarify the various electronic signature methods, a helpful Grid/Checklist has been developed. It outlines the electronic signature rules for various products. View the grid/checklist now, or access through your agent portal. If you have any questions, don’t hesitate to contact the Transamerica Sales Desk at 877-532-4910. Thank you for trusting Transamerica to protect your families. Electronic Application Signature Rules #goldencareagent #transamerica
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Gerber Life Insurance’s Interactive Voice Response System Updated
Breaking News! Gerber Life Insurance’s IVR (Interactive Voice Response) phone system has gone through an overhaul. Now it is faster and easier to get information. What has changed? Choose options based on your role as either a: Writing Agent, or Back office, Case Manager, or Agency Representative New Appointment status information includes: # of active appointments # of pending appointments # of terminated appointments Appointment status by state (last 60 days) New Commission details include: Commission cycle information Last commission amount paid Form of payments New Payment options include: Automatic payments One time payments Debt Payment (coming soon) What authentication
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