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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AIG Product Portfolio Changes
September 2017 Streamlining Product Portfolio We are proud to offer a robust and highly competitive product portfolio including Term, IUL, GUL and VUL Life products. At this time, we are taking the opportunity to streamline our product portfolio by discontinuing products with low utilization. With that, effective September 29, 2017, the following products will be discontinued: AG ROP Select-a-Term — (Policy Form 14220, ICC14-14220) Elite Index II — (Policy Form 13717, ICC13-13717) Transition Rules: AG ROP Select-a-Term and Elite Index II Transition Rules Effective September 29, 2017 the AGL versions of ROP Select-a-Term and Elite Index II products will be
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IRS Form 4506T-EZ: Making It Easier For You
At Transamerica, we continually strive to update and improve our processes and procedures to better serve you. As we may occasionally require access to a client’s past tax transcripts as part of the policy issue process, we are making the Internal Revenue Service (IRS) form 4506T-EZ available on agent/producer web portals. Form 4506T-EZ is required for all Transamerica life products that have face amounts greater than $2.5 million and at underwriter discretion to verify financial information. Check out the 4506T-EZ FAQ for more information or contact the Transamerica sales desk with any questions. Thank you. About Form 4506T-EZ: Form 4506T-EZ
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Billing Enhancements to Customer Access Site
On July 18th, we improved the tools your clients can access when visiting the Customer Access site. By simply logging on to Customer Access, clients will be able to do the following and these will now occur in real time (1-2 business days). Billing/Bank Information Update bank information if they are paying via auto deduction Set up or remove automatic deduction Update billing information and/or re-start billing on policies using automatic deductions Change frequency of billing (example: annual to semi-annual) Change withdrawal date of premiums If you have any questions, contact Mutual of Omaha’s Customer Contact Center Support at 1-800-775-6000.
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New Agent Notifications for Client Policy Changes
In order to help you serve your customers more effectively, we now have additional notifications of policy events for the agent of record. When a customer calls in or makes the following changes to their policy, an email will be generated to the agent notifying them of the change. This will help in monitoring your clients’ policies and allow you to have upfront knowledge of policy changes and/or cancellations. Effectively immediately, you will now be receiving emails on the following policy events: Policy Events Policy Value Inquiry Mode Changes Returned Premium Notice Term Conversion Premium Change Beneficiary Change Activity Policy
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New Term Life Answers e-App
A new Term Life Answers eApplication will be available on July 22, 2017 for all states, except California. To avoid delays in policy issue, please submit all your applications (including all signatures) by July 21, 2017. In California the full eApp must be submitted (including all signatures) by July 21, 2017. On July 22, 2017 only the Speed eTicket (drop ticket) process will be available in California. The new full TLA application is pending state approval. TLA is not available for sales in New York. Applications that are not submitted by July 21, 2017 will lose information in the transition
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Sentinel: Life Advance Interest Notice
The lending institution that Sentinel now uses charges interest for commission advances. As a result Sentinel will charge a 1% interest per month on outstanding advance balances for life policies, effective 08/01/2017. If you have any questions, please contact the Commissions and Licensing Department at 1-800-247-1423. #goldencareagent #sentinel
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Form Required 8/1; Revised Application Required 10/1
Model Replacement Form Required Aug. 1, 2017, Newly Revised MO Application required 10/1/2017 Effective August 1, 2017, the Model Replacement form (REPL-2000) is required to be completed and submitted with new business paperwork whenever a proposed insured states they have existing insurance coverage, even if they don’t plan on replacing that coverage. The REPL-2000 replaces the existing Model Replacement form, form MO-R1. This form is required for Individual Life and Annuity agents/producers; Missouri Preneed agents/producers are exempt from this change. The MO application form 2735FE has also been revised to accommodate the State of Missouri’s Model Replacement requirement; a
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