You work hard all year long to fulfill your clients’ expectations, and Mutual of Omaha feels you should be rewarded for your diligence. We are thrilled to introduce the Four Quarters Club, a brand-new incentive program that pays out a 10% bonus on a quarterly basis to all qualifiers. Beginning January 1, 2023, you’ll have not just one, but four opportunities to earn funds that you are able to use at your discretion. You take care of your clients throughout the year and in 2023 we will recognize your hard work and dedication throughout the year as well. Find all
Read More
View past due policies in the agent portal
View past due policies in the agent portal You can view your past due business at any time in the Quality Report on the Reports page of Great Western Insurance Company’s (GWIC®) agent portal, so you know which clients to touch base with before their policy lapses. Access the report Click the Reports button on the home page of the agent portal. Select the Quality Report from the list and the Daily Dashboard report will populate. Click the red “i” on the Past Due Policies button. Policies, total past due premiums, annual premiums, lapse dates, and more information will display.
Read More
Upcoming Fixed Account Rate Changes for Life Products
Fixed Account Rate Changes Effective January 1, 2023, we are increasing the fixed crediting rates as follows: Income Advantage IUL fixed account rate will increase 0.50% from 3.00% to 3.50% Life Protection Advantage IUL fixed account rate will increase 0.50% from 2.75% to 3.25% IUL Express fixed account rate will increase 0.50% from 2.75% to 3.25% These rates change will apply to newly issued policies, as well as to any new premiums received on in force policies. Your WinFlex illustration software will automatically update to reflect the new fixed account rate on January 1st. There will be no changes to
Read More
End of the Year Office Closings & 2022 End of Year Pay Dates
Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Monday, December 26th, 2022, and Monday, January 2, 2023. Below are the cut-off dates and times and the adjusted pay schedules for Monday, December 26th, 2022. Holiday Pay Calculation Schedule Med Supp E-App & All Life Cutoff 3:00 PM Health Cutoff 3:00 PM Long Term Care Cutoff 3:00 PM Direct Deposit (EFT) Available Monday 12/26/2022 Tuesday 12/27/2022 Tuesday 12/27/2022 Tuesday 12/27/2022 Friday 12/23/2022 Friday 12/30/2022 Below are the cut-off dates and times and the adjusted pay schedules for Monday, January 2nd, 2023. Holiday
Read More
Accident Insurance, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).
holiday, holiday closing, holiday closure, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, thanksgiving, thanksgiving holiday, United of Omaha, United World, and United World Life Insurance Company.
holiday, holiday closing, holiday closure, insurance, mutual of omaha, Mutual of Omaha Insurance Company, omaha, Omaha affiliates, thanksgiving, thanksgiving holiday, United of Omaha, United World, and United World Life Insurance Company.
Advanced Markets Minute – December 2022
LTC Self-Insurance or Self-Delusion? Welcome to the Advanced Markets Minute in both print and audio form. Today’s article is called “LTC Self-Insurance or Self-Delusion?” Listen Now When it comes to planning for long-term care expenses some clients say they would rather self-insure, or in other words, pay the cost of care themselves. They probably don’t self-insure against auto accidents, home fires, or medical costs, but somehow self-insuring against the risk of needing long term care makes sense to them. Many who say that may not understand what the actual cost of long-term care will be and, in reality, cannot
Read More
Promote Living Promise in Your Own Way
Our Living Promise consumer prospecting postcard is customizable – you select the ages, face amounts and the photo to match the target market you are trying to reach. Contact sales.support@mutualofomaha.com to place an order today! Promote Living Promise in Your Own Way #goldencareagent #mutualofomaha
Read More
AEP may be over but GTL’s Bonus Program continues!
Continuing through December 31, 2022! For qualified applications submitted between October 1, 2022 and December 31, 2022.* View PDF for Bonus Details ——— Submit 10-24 Applications During Q4 ——— $25/app For each Advantage Plus®, Advantage Plus® Elite, Indemnity Plus® Elite, Precision Care™, Recover Cash®, GTL Life Select, Home Care Secure, and/or Short-Term Home Health Care application submitted, signed and dated within the qualification period.* ——— Submit 25-34 Applications During Q4 ——— $50/app For each Advantage Plus®, Advantage Plus® Elite, Indemnity Plus® Elite, Precision Care™, Recover Cash®, GTL Life Select, Home Care Secure, and/or Short-Term Home Health Care
Read More
Perfect your Final Expense sales approach
3 ways to start the life insurance conversation Perfect your Financial Expense sales approach Starting the life insurance conversation isn’t always easy. Especially if a client is on the fence about signing up for a policy, you may not be sure how to approach the situation. But it often only takes a few steps to get your client to warm up. Review the 3 steps #goldencareagent #gwic #greatwestern #finalexpense
Read More
Verify mailing addresses with USPS
Verify mailing addresses with USPS When you’re entering your clients’ information into MyEnrollerSM 4.0, you can verify that you’ve selected the correct address by using the United States Postal Service (USPS) ZIP Code tool. Look up an address Reach new clients using social media graphics If you want to expand your business into the world of social media but aren’t sure how to get started, Great Western Insurance Company (GWIC®) has a collection of informative and catchy Final Expense insurance graphics you can easily download and post to your professional account. Follow the directions on how to use
Read More
NAIC Guidelines for Brokerage General Agents in New York
** This is a reminder notification — there is no action required on your part ** To All Brokerage General Agents in New York Following the NAIC Guidelines, Companion Life Insurance Company is required to provide all of its New York producers with information about the expense allocation method used by the company in its illustrations for the state of New York. Please see the paragraph in bold below. Pursuant to the life insurance Illustration Reform legislation adopted in NY, this communication is a reminder to you that Companion Life Insurance Company uses a Generally Recognized Expense Table (“GRET”) to
Read More
