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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Gerber Life “Advance Payment” Grow-Up® Plan
Looking for a new spin on an old favorite from Gerber Life? Introducing Gerber Life’s new “Advance Payment” Grow-Up® Plan. If your clients are looking for the convenience of making a single advanced payment* to purchase a children’s whole life policy, then look no further. The “Advance Payment” Grow-Up® Plan is designed for parents and grandparents who are looking for simplicity. It has all the same features and benefits as The Grow-Up® Plan but with a twist — now your clients can make a single advanced payment to buy a policy and have that policy paid up for a selected
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Children’s Whole Life iPipeline e-App Pending Cases
We updated our Children’s Whole Life iPipline e-Application on January 19th, 2018. As part of that update, we implemented a 30 day transition period for pending cases so no information on the e-Apps would be lost. The transition period will be ending on 2/24/18 and the old e-App version will no longer be available. Please follow the instructions below for your pending cases: If you have Children’s Whole Life cases that were started before 1/19/18 in the iPipeline e-App that have not been submitted, you will need to submit your cases before 2/24/18. On 2/25/18 Children’s Whole Life cases that
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Jump on the Express
Our Express life insurance products offer simplified underwriting and application processes, which means policies are issued faster and you get paid quicker. Plus, you can easily track your cases online anytime on our Sales Professional Access website (www.mutualofomaha.com/broker). Here’s how our Express products can help your clients and increase your sales. Jump on the Express #goldencareagent #mutualofomaha
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Coming Soon — New Format for Broker Compensation Statements
The Broker Compensation Statements will soon be available in Excel format as well as in the current PDF format you receive today. This change will enable you to use the Excel format in a manner that fits into your business needs. We are currently working on the final touches and will notify you when the new Excel format is available. Stay tuned! Coming Soon — New Format for Broker Compensation Statements #goldencareagent #mutualofomaha
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Protection for Young Superheroes
Children’s Whole Life coverage is a natural fit for parents and grandparents who want to protect their children and grandchildren. CWL is an affordable express policy that allows clients to lock in low premiums and future insurability throughout the lifetime of their child. With our increased maximum face amount, improved Guaranteed Insurability Rider and Waiver of Premium Rider, CWL can do more than ever to protect your young superheroes. Watch this video or take a look at the Children’s Whole Life flyer to learn how CWL can do more than ever to help protect children’s financial future. For more
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Transamerica: New York Product Offering Changes
At Transamerica, we continue to seek ways to improve our services, offerings, and processes to make working with us easier for you and your customers. We’re streamlining our product line to focus on the products you’ve told us are the most important while developing the new products and services that you’ve asked for. Our TransACE® CV NY product will no longer be available for conversions effective February 16, 2018. All applications must be signed and in the home office by 4pm EST on February 16, 2018. Applications with external 1035 exchanges will not be accepted due to policies needing to
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