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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Omaha: Mobile Quotes Updates
In order to provide you with the best quoting experience, we continue to improve and upgrade the features of our Quotes for Sales Professionals mobile quoting app. Unfortunately, if you are running an old version of the mobile app, you may be missing out on some of our great new functionality. In January 2018, the following versions of the mobile app will no longer be supported: 0.0.5 0.0.6 1.0.5 1.23 1.2.25 1.2.39 1.3.40 1.3.58 1.3.70 1.3.97 1.3.107 2.0.11 2.0.24 2.0.35 2.0.48 2.0.53 2.0.57 2.0.66 2.0.76 The mobile app will only be compatible with the following operating systems: iPhone® – 10.0
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Customers Can Access Underwriting Lab Results Online
Effective January 1, 2018, customers can now access their underwriting lab results from CRL or ExamOne online. When the examiner is with your client, they will give the client instructions on how to access their results online. This new process will eliminate the paper letter with the results. This applies to all fully underwritten Life and Disability Income policies. If you have any questions, please contact our underwriting call center at 800-715-4376. Customers Can Access Underwriting Lab Results Online #goldencareagent #mutualofomaha
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Children’s Whole Life Product Enhancements
Children’s Whole Life coverage is a natural fit for parents and grandparents who want to protect their children and grandchildren. As you know, CWL is an affordable express policy that allows clients to lock in low premiums and future insurability throughout the lifetime of their child or grandchild. Effective January 22, 2018, CWL – with some important revisions – can do more than ever to protect children’s financial future. Product Enhancements Increased maximum face amount Current Maximum Face Amount – $30,000 NEW Maximum Face Amount – $50,000 Improved Guaranteed Insurability Rider Current rider triggers for additional coverage Can add additional
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Gerber Life Updated EFT and Bank Change Forms
Updated EFT and Bank Change Forms Gerber Life has recently updated our Electronic Funds Transfer (EFT) and Bank Change forms, to help us more easily identify the change being requested. The new forms will be added to the Contracting Kits during our next round of updates, and can also be found by clicking the links below. EFT – Agent only EFT – Agency/Corporation only Bank Change – Agent only Bank Change – Agency/Corporation only Updated EFT and Bank Change Forms #goldencareagent #gerber
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