Mutual of Omaha is committed to providing insurance solutions to help you protect your customers and prepare them for the future. As we continue to review our product portfolio, we must make business decisions that are in the best interest of our policyholders and our company. Effective March 1, 2017, we are suspending sales of the following products: Guaranteed Universal Life Plus — designed for larger first-year premium dump-ins Guaranteed Universal Life Survivor — designed for second-to-die, survivorship sales Our individual Guaranteed Universal Life product will remain available, which is where we receive the majority of our fully-guaranteed life insurance
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Mutual of Omaha’s Anti-Money Laundering Training
REMINDER! Federal regulations require all life insurance companies to provide ongoing Anti-money laundering training for their producers who sell permanent life insurance and annuity products. Mutual of Omaha contracted with LIMRA to provide the anti-money laundering training you need at no cost to you. Courses Required Anti-Money Laundering for Insurance Producers Renewal Course — Elder Financial Abuse and Money Laundering – Anti-Money Laundering for Insurance Review Instructions to Take the Course It’s easy to find what you need to recertify: Got to LIMRA’s AML Training Login page: https://knowledge.limra.com/LimraLogin.aspx Enter your LIMRA username — it is your National Producer Number (NPN)
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Accelerated Benefit Rider Materials Updated for 2017
At United of Omaha and Companion, we offer Accelerated Death Benefits for Terminal Illness and Chronic Illness. These riders 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 2017, this limit has increased from $340 per day to $360 per day (or $131,400 for the year), which means that clients needing to exercise
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Now Available: New Product Portfolio and Underwriting Guide
The January 2017 updates to the Product Portfolio and Underwriting Guidelines booklets are now available. These guides are your go-to resource for knowledge and information about our life insurance products and underwriting services. The new guides can be ordered through your normal ordering channels, and previewed here: View the Life Product Portfolio pdf (form number 204208) View the Life Underwriting Guidelines pdf (form number 204103) Now Available: New Product Portfolio and Underwriting Guide #goldencareagent #MutualOfOmaha
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Sentinel Foreign Death Questionnaire
Effective January 1, 2017, if an insured dies in a foreign country, a foreign death questionnaire will be requested from the beneficiary. Further investigation may be required based on the place and manner of death. Please direct questions to the Life Claims department. #goldencareagent #Sentinel
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Downloading and Completing Interactive Forms
As you may know, many of our online forms have been set up to be completed electronically in an effort to make them easier to fill out. For the greatest success in electronically completing forms, please follow the steps listed below: Download the forms directly from the Forms Portal. (It is always wise to double check the Forms Portal to ensure you have the most current forms each time you use them.) Save the form to your desktop before completing any of the fields. Re-open the saved form from your desktop and complete the required interactive fields. Save and print
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Payment Options for Customers
Exciting news regarding new process related to payments! Policyowner Services is continually looking for ways to enhance the service experience. As you are aware, this year we’ve been looking at several of our high volume requests and enhancing the related processes to make them more efficient. Recently, we’ve had the opportunity to review the way we handle certain types of payments. We are excited to announce the changes we’ve made to Customer Access to allow additional payment processing! For Life and Health policies: A customer will have the ability to submit an electronic payment during the “special offer” or “timely
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NEW! Illinois Comparison Checklist for 2017
Please be aware that there is a new Illinois Comparison Checklist for 2017. The Illinois Application Packet has been updated to include the new 2017 Illinois Comparison Checklist. Any application with an effective date of January 1, 2017 or later will need to have the 2017 Illinois Comparison Checklist. The 2016 Illinois Comparison Checklist will end on December 31, 2016. Click on the link below to download a copy of the new Illinois application. Illinois Application Packet #goldencareagent #Sentinel
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Reminder: End of Year Pay Schedule
The holidays are quickly approaching, find out end of year pay schedule below for all of the important end-of-year dates. Mutual of Omaha and its affiliates (United of Omaha, Companion Life Insurance Company, and United World) will be closed on the following days: Monday, December 26, 2016 for the Christmas Holiday Monday, January 2, 2017 for the New Year’s Day Holiday The last pay cutoff in 2016 is December 27 for Life and December 23 for Health. This is the last pay cycle to be paid in 2016. Weekly and holiday pay schedules are available on SPA – Go to
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Thanksgiving Office Closing
Mutual of Omaha and its affiliates will be closed on Thursday, Nov. 24 and Friday, Nov. 25, 2016 for the Thanksgiving holiday. Thanksgiving Office Closing #goldencareagent #MutualOfOmaha
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