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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It’s time to change the conversation
Did you know that 81% of Americans want their financial advisor to take into consideration their health when building their financial strategy?* Transamerica’s wealth + health position allows you to take a holistic look at your clients’ wellbeing, addressing both personal and financial health. To kick-start these discussions, we are introducing our Changing the Conversation series to provide the educational resources and the support you need to engage with your clients. This week’s Changing the Conversation content includes: An introduction to wealth + health and its impact on financial strategies A field guide for our easy-to-use digital resources An insightful
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Companion of New York
From time to time, we must make prudent business decisions that are important for the long-term financial health of Mutual of Omaha. After a careful review of our individual life and annuity product portfolio, as well as current market, economic and regulatory factors, we have made the difficult decision to discontinue sales of our life and annuity products in New York. This decision does not impact our United of Omaha Life and Annuity product portfolio sales nor does it impact any other products currently sold by our company in the state of New York. The following Companion of New York
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NEW Term Life Answers Rates
Effective February 1, 2018, our repriced Term Life Answers rates will help you maintain an edge in the Term marketplace. Here’s where TLA gets the most momentum: Preferred Plus and Preferred Nontobacco risk class 10-year Males and Females; ages 35-60 20-year Males and Females; ages 35-60 30-year Males and Females; ages 30-45 Other reasons Mutual of Omaha is your #1 Carrier for Life: Accelerated Death Benefit for Terminal Illness rider features up to $1 million Conversion opportunities prior to age 75 Fit underwriting credits to keep your clients at Standard up to age 75 Find your edge with Term Life
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Use Age Last Birthday to Your Client’s Advantage
With our life insurance policies, your client’s cake doesn’t need an extra candle. With our Age Last Birthday advantage, your clients get great rates because our policies are underwritten based upon a client’s age at his or her last birthday. Plus, we can backdate 6 months to save age! This is just another way we show our commitment to providing your clients the best possible life insurance rates. Plus, Mutual of Omaha and its affiliates are financially strong with a superior A.M. Best A+ (Superior) rating as of January 2018 and a trusted brand your clients know and can depend
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