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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Term Life Answers Conversion Comp Update
Effective February 7, 2018, replacement compensation will be paid when converting from Term Life Answers to one of our permanent Life insurance products. For more information on the updated compensation rules, please refer to our Compensation Administrative Rules. If you have questions, please contact your Mutual of Omaha Sales Director or Account Executive. Term Life Answers Conversion Comp Update #goldencareagent #mutualofomaha
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Accelerated Benefit Rider Materials Updated for 2018
We offer Accelerated Death Benefits for Terminal Illness and Chronic Illness which give clients an option to access a portion of their death benefit early. This money can provide a little more comfort during a difficult time or can be used to help cover the costs of long-term care. For the Chronic Illness Rider, the benefit amount is capped each year by the IRS per diem limit. For 2018, this limit has remained at $360 per day (or $131,400 for the year). The following materials have been updated to reflect the extension of the per diem limit into 2018: Accelerated
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Visit the New Life Learning Center on SPA
If you are looking for product information and sales ideas, turn to our new Life Learning Center section on the Sales Professional Access website. The Learning Center includes flyers, as well as a number of short videos so you can quickly learn more about our products and how they can benefit your clients Simply go to Sales Professional Access (www.mutualofomaha.com/broker), go to the Life Sales Tools page and choose from Product Education, Sales Ideas and Competitive Information. Visit the New Life Learning Center on SPA #goldencareagent #mutualofomaha
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New Vantage Life Available In DE
New Vantage Life Available In Delaware – Effective 01/29/18 We are excited to announce that our New Vantage® Life Policies will be available in Delware effective January 29th 2018. Click on the link below to download the application packet for this state, or visit our Agent Portal for other forms and materials. New Vantage Application Packet for DE #goldencareagent #sentinel
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New Marketing Materials Coming February 1
Product Marketing Materials We recently brought you an all-new website that is easier to navigate and has a cleaner look. Based on your feedback, we wanted to do the same with our other materials. All of our brochures, quicksheets, and agent guides are receiving a makeover designed to go hand-in-hand with the new functionality and look of the website. While the look is being updated, the content of all materials will remain the same. The following products will be affected: Personal Choice Annuity Personal Choice Plus Summit Bonus Index New Vantage Life Insurance Hospital Indemnity *Our Medicare Supplement product will
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Transamerica Plans Changes In Service & Administration of Products
Transamerica has entered into an agreement to transfer the service and administration of its insurance and annuity products to an independent third party administrator in the U.S., Tata Consultancy Services (TCS). The transaction is expected to be completed in second quarter 2018. TCS will provide administration for Transamerica’s life insurance, annuity, supplemental health insurance and workplace voluntary benefits customers. All of the Transamerica employees who support this business will receive employment offers from TCS and may remain in the U.S. cities where they are currently based. Customers can expect dedicated service and do not need to take any action regarding
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