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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Stay Up-to-Date on Your Sales Performance
You now have access to your monthly persistency and placement performance on Sales Professional Access (www.mutualofomaha.com/broker). The report is easy to find, simply log in to Sales Professional Access. Click on the Reports Tab, then scroll down to the Persistency/Placement Reporting section. You will be able to search and export the reports as well as drill down by hierarchy. Take a look at our Placement and Persistency Reports Guide for screenshots and the basics of how to access and navigate the reports. We’re pleased to provide reporting that helps you stay up-to-date and able to monitor your performance. Please
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Improved Internal Replacement Process
United of Omaha is updating our requirements for listing other Life Insurance coverage clients may have with Mutual of Omaha companies that have canceled or lapsed within the last 13 months, or that is pending or in-force. Coverage that is pending, or currently in force, is required to be listed on applications under the “Other Coverage” section, with details provided accordingly. Clients who have other coverage with Mutual of Omaha companies that has canceled, or lapsed within the last 13 months, are no longer required to list this coverage on the application. Clients will receive a letter notifying them of
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The GRO Rider – A Unique Feature on Income Advantage IUL
The Guaranteed Refund Option rider is included with all qualifying Income Advantage IUL policies at no additional cost. You may be wondering why clients even need a GRO rider, when most companies illustrate a projected 6 percent (or thereabouts) indexed interest crediting rate. Read the Guaranteed Refund Option on IUL flyer to learn how the GRO rider can help provide clients with an additional layer of protection – especially in an unpredictable market. The GRO Rider – A Unique Feature on Income Advantage IUL #goldencareagent #mutualofomaha
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Transamerica: Why Wealth + Health Works
At Transamerica, we’re in the business of helping people live well, whether that means building the financial means to provide for a long, comfortable retirement, or building the healthy habits to enjoy it. It’s all about the little steps we take today that can make a big impact tomorrow. Understanding the connection between financial health and personal wellbeing can elevate your approach to clients and forge stronger relationships for life — and generations to come. This week’s Changing the Conversation content includes: An interactive website from the Wall Street Journal introducing wealth + health An infographic demonstrating how creating simple
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