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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Sentinel Plan Health Products
Important AEP New Business Tips ATTENTION AGENTS! With AEP already upon us, below are a couple of commonly missed items that will keep an application from going through underwriting. Effective Date Draft Date Client Phone Number Health Information Card (HIC) Number Additionally, Sentinel will draft upon receiving the application unless you instruct otherwise. A policy cannot be issued until premium is drafted. New Application Packet for Illinois We have revised our Illinois application packet to include specific information regarding the Household Discount (HHD) that is available for Select Plans only. You may click on the link below to
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GoldenCare Newsletter | November 7, 2016 Edition
In this GoldenCare Newsletter Edition From GoldenCare: In case you missed it: we have kicked off training on Minnesota Life/Securian’s CareShield and demonstrations on their E-App and Software. This new product provides both a simplified option for guaranteed premium life insurance protection and a solution for your clients’ future care needs. Also, take advantage of the launch promo and earn: A $300 Visa® gift card for 2 paid CareShield applications, OR A $500 Visa® gift card for 3 paid CareShield applications We have added CareShield to our 3-in-1 Promotion! Get your apps in cash and a chance at the big
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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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