September is life insurance awareness month September is life insurance awareness month and a great reason to educate current and potential clients about the importance of life insurance. Check out our new LIAM page with our life insurance needs analysis calculator to help your clients determine how much coverage they need to adequately protect their families. Learn More > Check out Securian’s Facebook page for LIAM updates in September! Learn More > 2017 Life Happens spokesperson Danica Patrick is this year’s LIAM spokesperson. Learn more about her story and why she is encouraging everyone to get financially fit with
Read More
Sentinel – New Agent Portal
New Agent Portal – Scheduled to Launch September 11, 2017! We are updating our Agent Portal to provide better services for you! Soon you will be able to access your client files, commission statements, illustration software, electronic applications and product forms all from one website using one login. Stay tuned for more information. #goldencareagent #sentinel > Related: Sentinel Independence Day Holiday Office Hours
Read More
Disaster Relief Notification – Hurricane Harvey
Mutual of Omaha is in the process of identifying the customers affected by Hurricane Harvey, and a note will be added to the customer accounts. The grace period will be extended by 30 days on affected policies as well as a special message being added on eService. For plans providing prescription benefits, the state is requesting us to authorize payments to pharmacies for up to a 90 day supply. We need to exercise leniency in dealing with our customers that have been affected and allow exceptions to contract requirements when our customers are displaced from their homes. Please keep this
Read More
Customer Email Notifications
Customers who are currently set up for automatic deductions and enrolled in Customer Access will begin receiving a notification email when a renewal payment is about to be deducted from their bank account. The reminder email will include a link to Customer Access so your customers can make changes, if necessary before their renewal payment is withdrawn from their account. Customers who are signed up for automatic deductions will be receiving an email next week informing them they will begin receiving these email notifications. If you have questions, please contact your Mutual of Omaha Sales Director or Account Executive.
Read More
Credit Card Payment Options are Now Available for In-Force Policies
Your customers can now make a renewal payment on an in force policy by making a one-time charge to their credit card. Your customers are able to use credit, debit and Social Security Direct Express cards for these one-time charges – and there is no additional fee. Available on these products for all states, except New York: Term Life Express (TLE) Living Promise (Final Expense) Children’s Whole Life (CWL) Term Life Answers (TLA) How your customers can pay by credit card: Your customers have two options for paying with credit card. They can log in to Customer Access before their
Read More
Transamerica: Primary Lab Partnership for Paramedical Services
Primary Lab for Paramedical Services We have selected Clinical Reference Laboratory (CRL) as the primary laboratory for specimens collected during paramedical examinations. CRL is not a new vendor, we are just expanding their role. You may notice that specimens are going to CRL. This change allows us to take advantage of our strategic relationship with CRL. This transition should be transparent to you and our applicants. You may track your client’s specimen if you have the labslip number or the FedEx airbill number by accessing CRL’s status website. Enter http://status.crlcorp.com in your browser, then enter the labslip number or airbill
Read More
Sentinel Independence Day Holiday Office Hours
Holiday Office Hours Our administrative offices will be closed all day on Monday, September 4, 2017 in observance of Labor Day. We will resume normal business hours on Tuesday, September 5, 2017. Commission that would have been paid on September 4th will be paid on September 5th per our regular schedule. Change is Coming! We are updating our Agent Portal to provide better services for you! Soon you will be able to access your client files, commission statements, illustration software, electronic applications and product forms all from one website using one login. Stay tuned for more information. #goldencareagent #sentinel
Read More
Good News | New Flexible Payment Options Now Available On Omaha’s Life Insurance
Life Insurance Awareness Month Begins This Friday With Life Insurance Awareness Month (LIAM) just days away, here is a great reason to mention this important coverage with United of Omaha: Flexible payment options were recently made available on several of Omaha’s final expense/whole life, term and universal life insurance products! Clients now have the option to select a flexible payment date when choosing their reoccuring automatic deductions. What’s more, these new options were also made available for in-force policies! Revisit your existing Life Insurance clients to bring them the good news! Flexible Payment Options Now Available Read Full Good
Read More
Flexible Payment Options Now Available
We recently updated our payment options to allow your customers more flexibility when they make their payments. They now have the option to select a flexible payment date when choosing their reoccurring automatic deductions Flexible Payment Date Options: Static dates: 1-28 of each month Flexible day: Last day of the month Week/day combination (your customer can select a combination of the options below): Either the first, second, third, fourth or last week of the month AND either Monday, Tuesday, Wednesday, Thursday or Friday Examples of the week/day combinations: Your customer chooses to have their payment on the third Wednesday every
Read More
Final Expense New Business Phones Closing Early 8-30
The Final Expense New Business phones lines will be closed on August 30, 2017 from noon to close Central Time. We will be focusing our staff on processing and placing policies. If you have an immediate need, please email us at FinalExpenseNewBus@Transamerica.com. #goldencareagent #transamerica
Read More
