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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Mutual of Omaha’s Quoting Solutions
Whether you’re in the office or the field, we make it easy to pull quotes for your clients – without logging in. Our Mobile Quotes web tool has recently been updated and offers an easier, faster option when you want to pull a quote online. Need a quote while you’re on the go? Mutual of Omaha’s ”Quotes for Sales Professionals” mobile app makes life easier by allowing you to quote on your mobile devices. Simply search Mutual of Omaha and download the “Quotes for Sales Professionals” in the App Store or in Google Play. The following products are available for
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Important Compensation Reminder
Please keep addresses up to date. There are many opportunities for General Agents to receive information regarding Compensation Schedule changes, including commission rate changes, compliance changes, and more. When the General Agent’s mailing or email address is not kept current, it results in returned mail. If any mail is returned to Mutual of Omaha due to any address discrepancy, Mutual of Omaha will note the return of mail, and discontinue sending out any additional commission schedule notifications. Please contact Producer Services at Producer.Services.Support@mutualofomaha.com should you wish to update your address or email address; or send an email to broker.compensation@mutualofomaha.com, if
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Plan Ahead for Life Insurance Awareness Month
Of course, for those of us in the insurance business, every month is Life Insurance Awareness Month. But each September, you have a special opportunity to share what you do with clients, prospects and your communities in general. Throughout September, advertising for Life Insurance Awareness Month will appear in national media coverage, so that makes it a perfect time for you to contact clients and prospects to perform a review of their life insurance coverage. To assist you in your efforts, here are a few key pieces we have available to help you plan ahead: A Life Insurance Awareness Month
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