Your clients’ lives are full of changes. And with retirement looming, there may be even more. Our Change of Situation brochure shows clients how an Income Advantage IUL policy can help clients plan ahead for retirement while remaining flexible enough to accommodate life’s changes. These changes include: Changing Products Changing Situations Changing Market Environments The brochure also explains how the Guaranteed Refund Option Rider and Accumulation Values work. Plus, it provides three client case studies demonstrating how an IUL policy can help weather life’s changes – whether life goes as planned, whether a new, better product comes along or whether
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IUL Desktop Illustration Software Discontinuation
As a reminder, our Income Advantage IUL, Life Protection Advantage IUL and IUL Express products will no longer be available on WinFlex Desktop after October 31, 2020. Beginning November 1, you MUST use WinFlex Web to illustrate our IUL products. The remainder of our life and health products will remain available on WinFlex Web through the end of the year. If you are still using the Desktop software to illustrate our life and health insurance products, we encourage you to transition to the WinFlex Web platform as soon as possible. To sign up for WinFlex Web: Go to winflexweb.com and
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Contracting and Appointments Service Level Update
We previously notified you that we were experiencing delays in the processing of Contracts and Appointments. As of October 12, 2020, we are currently working on Contracting and Appointment requests that were received between September 14th and September 18th. We will continue to update our phone and email reply messages to reflect the timeframe of work being processed. Important NEW Updates: The two training classes previously mentioned are in the process of ramping up and have already started assisting in reducing the overall pending work A 3rd training class will join the Contracts and Appointments team on October 26th We
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Medicare Solutions – Omaha Family of Companies
Medicare Supplement: 2020 Med Supp and Dental Marketing Credits Program Earn cash to reimburse you for your marketing efforts, simply by submitting a minimum number of qualified Medicare supplement and Dental applications. New Colorado Special Enrollment Period (SEP) for 2021 The state of Colorado has implemented a new SEP for 2021, it effects individuals who are currently enrolled (prior to January 1, 2021) in Plan C, Plan F, or High Deductible F. New Updated Quick Start Guide and Instructional Video Available Check our our newly updated Medicare supplement e-Application instructional video and updated Quick Start Guide. These tools
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DI Choice Portfolio Changes in California
Effective November 1, 2020 Mutual of Omaha will be discontinuing the individual elimination period options 30 and 60 days. The DI Choice portfolio of products impacted are Short-Term and Long-Term disability income products in California only. Transition Rules The following transition rules apply will apply: Paper Applications Applications signed by October 31, 2020 and received in the home office on or before November 13, 2020, will be processed and provided prior elimination period options. Applications with a signed date of November 1, 2020, and later will be returned and not processed. No exceptions will be made. Old applications received after
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Sales Idea: Help Clients Stay at Home
Some clients considering an LTCi policy believe the benefits would only cover services provided in care facilities. And since they don’t plan to go to a care facility, they may think they don’t need to purchase long-term care insurance. By walking through how LTCi provides in-home services, you can help clients feel more secure in their purchase of an LTCi policy … and, possibly help keep them in their home longer. Download our NEW Sales Idea to learn more! Help Clients Stay at Home #goldencareagent #mutualofomaha
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Quotes on the Go!
Nearly everyone has a smartphone these days, which means it’s easier than ever to download our mobile app! The Mutual of Omaha quoting application can be used by agents and producers only, for the purpose of obtaining a quote for insurance. Users can download the app for their iPhone, iPad or Android devices. Once in the app, click on the Critical Advantage tab, type in the personal information, plan information and optional riders. It’s as simple as that! In just minutes, agents and producers can have a quote in the palm of their hand. Download it today! If you
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Mutual Income Solutions℠ – New Marketing Materials
Marketing Resources to Help Boost Your DI Sales Just as important as knowing the ins and outs of our new disability income insurance product is finding clients and prospects who are a good fit for Mutual Income Solutions℠. We’ve developed a comprehensive suite of consumer materials that can help you target clients and prospects. Our full complement of marketing materials- from consumer brochures and videos to social media- can help you find clients and prospects who are good fit for Mutual income Solutions. Marketing material flyer Marketing resources video Mutual Income Solutions consumer marketing materials are available in all states
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Important Update | Next Round Of Omaha Pricing & Benefit Changes Effective 11/1
Important Update Phase 2 LTC New Business Rate Refresh and Benefit Changes On September 1, 2020, Mutual of Omaha implemented new business rate refresh and benefit option changes to the MutualCare® Solutions Portfolio in 32 states. Effective November 1, 2020, we will be implementing 5 additional states for the rate refresh and benefit changes. IMPACTED STATES: Kansas, Maryland, Massachusetts, Pennsylvania and Wisconsin. TRANSITION RULES – New paper and e-Applications for MutualCare Solutions will be required beginning November 1, 2020. The new application pack cover series will end in _1120. Please discontinue use of all old applications based on the transition
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Medicare Solutions – Omaha Family of Companies
Medicare Supplement: Upcoming Rate Adjustments View upcoming rate adjustments for AZ, IL, MO, MT, ND, NE, NM, VA, VT. Brokerage Health Webinar Series: Meet the Home Office Underwriters Join underwriters Tim Lake and Bee Wagoner as they go over enhancements to our underwriting process, as well as tips to help you have a successful AEP. New Med Supp Customer Resource: Mutual Cares Staying connected is so important, now, more than ever. Mutual of Omaha has created a new resource hub, Mutual Cares. This hub is full of valuable resources to help your clients live their best lives.
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