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
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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
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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
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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
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Labor Day Office Closing
Mutual of Omaha and its affiliates (United of Omaha, Companion Life Insurance Company, United World) will be closed on Monday, September 4th for Labor Day. We will be open on Columbus Day; however, the cut-off dates, times and pay schedules will be affected by the holiday. Below are the cut-off dates and times and the adjusted pay schedules. Holiday Pay Calculation Schedule Med Supp E-App & All Life Cutoff 3:00 PM Health Cutoff (excluding LTC) 3:00 PM Long Term Care Cutoff 3:00 PM Direct Deposit (EFT) Available Labor Day, Monday 9/4/2017 Friday 9/01/2017 Friday 9/01/2017 Wednesday 8/30/2017 Thursday 8/31/2017 Tuesday
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e-Application e-Signature Process Update
As we update our e-App screens we want to make you aware of any changes to your normal process. Here is what has changed for all products, except Term Life Answers: When you are email e-Signing an application you will need to access the case and use the e-Sign function located under Case Actions. Here is what has changed for Term Life Answers: When you are email e-Signing a TLA application you will need to access the case and click into the application. There will not be a link in the email you receive. For TLA applications, an unexpected transition
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Life Insurance Awareness Month is Almost Here
Throughout September, advertising for Life Insurance Awareness Month will appear in several national media, so that makes it a perfect time for you to contact clients to perform a review of their life insurance coverage. To assist you in your efforts, here are a few key pieces to help start the life insurance conversation. They include: A Life Insurance Awareness Month postcard for you to send clients and prospects, emphasizing the importance of life insurance Life Insurance for Living for you to illustrate the many ways life insurance can protect people. A Spanish version of this brochure is also available
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Term Life Answers e-App Signature Process Updates
On July 22, 2017 we updated the Term Life Answers (TLA) e-Application. As part of the update screens were redesigned and consolidated. The electronic signature screens may look different to some users. Here is what has changed for TLA: When you are e-mail e-signing a TLA application you will need to access the case and click into the application. There will not be a link in the email you receive. For TLA applications, an unexpected transition screen is appearing after the product is selected and before the Proposed Insured screen. Please disregard. Here is what has changed for non-TLA: When
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Flexible Payment Options are Available for Living Promise e-Apps and Paper Apps
Your clients want the flexibility to schedule their automatic deduction payments based on their budget and lifestyle. We now offer flexible payment date options for the Living Promise (Final Expense) e-Application and paper application. e-Applications: The e-App screens have been updated to include payment options that allow you to select flexible payment dates. Please review the Living Promise e-App screen shots for further instructions. Paper Applications: The new payment authorization forms for United or Companion have been added to the Living Promise (Final Expense) application packets. Payment options available for your customers: Static dates: 1-28 of each month Flexible day:
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Flexible Payment Options Coming Soon for Paper Applications
Policyowners want flexibility in scheduling their payments based on their budget and lifestyle. Effective August 18, 2017 we will offer new, flexible options for automatic deductions. Flexible payment options will be available on paper applications for reoccurring payments for all products. A new payment authorization form will need to be submitted with the application. Living Promise (Final Expense), Term Life Express (TLE) and Guaranteed Universal Life Express (GULE) The app packs will be updated with the new payment authorization form and available on 8/18/17. Children’s Whole Life (CWL) The app pack is in the process of being updated with the
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