We’re excited to bring you the first in a series of video interviews with members of our underwriting team! This video interview is with the manager of our underwriting area, Demerri Bond. She’s spent the last 20 years on our long-term care underwriting team, but before that, she was a long-term care nurse. The transition from being someone providing care to someone providing benefits for those who need it has given her a unique perspective that you’ll want to see. Check it out! NEW FEATURE Not discussed in this video is a brand-new option for applicants 59 and younger. In
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Premium Savings Options on DI
Offer these premium savings options (Note: Percentages may vary state and saving may not be available in all states.): Association– If your client is a member of a qualifying association, they may qualify for a 15 percent premium savings on their individual DI policy Self-Employed– If your client is self-employed, they may qualify for a 15 percent premium savings on their individual DI policy Common Employer– Three or more clients who work for the same employer are each eligible for 15 percent premium savings on their individual DI policies Life + DI– Clients who have purchased a fully underwritten United
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Medicare News – Omaha Family of Companies
Medicare Supplement: Med Supp Modernized Rate Adjustment Please view the upcoming Modernized Rate Adjustment in Virginia. TX OSIC Communication Clarification Important Notice regarding Omaha Supplemental Insurance Company Texas and MACRA. Medicare Advantage and Prescription Drug Plans: MA/PDP Product Training and Contracting After you have taken care of your contracting and AHIP training and certification, up next is product training for Medicare Advantage and Prescription Drug Plans. #goldencareagent #mutualofomaha
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Critical Advantage℠ Portfolio Offers Clients Support When They Need it Most
It’s a topic most people don’t want to think about but, according to the American Heart Association: Approximately every 40 seconds someone in the US has a heart attack or stroke Heart attack is one of the most expensive conditions to treat Survival rate for both conditions continues to rise Heart Attack and Stroke policy can help your clients replace lost income, pay health insurance deductibles and keep up with ongoing living expenses like groceries and house payments, so they can focus on getting well. Talk to your clients today about the direct and indirect costs a heart attack or
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Updated Product Portfolios and Underwriting Guides
The Life Insurance Underwriting Guidelines and Product Portfolio have been updated and are now available to order. Click below to view/download directly: Underwriting Guidelines Product Portfolio All materials are available to view/download through SPA or can be ordered through your normal channels. If you have questions, please contact your Account Executive or Sales Director. Updated Product Portfolios and Underwriting Guides #goldencareagent #mutualofomaha
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Our IUL Products are Built Strong
Our strong IUL products keep it simple. At Mutual of Omaha, strong doesn’t mean fancy or complex, tricky or manipulative. It means being able to stand out in the light with products we’re confident in and offering them clearly and honestly — no frills, no fuss. That’s why we created our IUL products the way we did — straightforward, simple and low-cost. Our IUL products do what IULs were originally designed to do — offer upside potential with downside protection, and they do it simply enough for your clients to understand what they’re buying. Simple, honest IUL products that do
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Start Earning LTC Marketing Credits
Your long-term care marketing credits can help build your Mutual of Omaha business. Each credit is worth $1 and can be used for things like: Leads you purchase from a vendor Purchase LTCi leads Pay postage for LTCi mailings Earn a CLTC designation Conduct LTCi seminars You start automatically earning marketing credits on your fifth LTCi application submitted and placed after October 1, 2018.* How to Redeem Your Credits Simply submit your paid invoice or receipt along with the Health Marketing Credits Reimbursement form. You must redeem your credits by December 1, 2019. *Some exclusions apply. Details about the LTC
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Initial Premium Bank Draft Update
In April, we announced an enhancement to our payment system. On all Life products, your clients’ initial premium payments would draft their bank accounts on the day they requested it instead of a few days after. Currently, there is a production issue affecting the enhancement we installed in April and initial premium bank drafts are being processed one to two business days after the date requested. Our IT team is working on a fix to correct this issue as soon as possible. We will notify you as soon as we repair the issue. If you have any questions, please
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DI – Real Life Story (Vicki)
Vicki was a customer service representative for a major company for 10 years, until suddenly a car accident changed her life, career, and her most important asset- her income. Read the remainder of Vicki’s story here: https://disabilitycanhappen.org/vicki/ DI – Real Life Story #goldencareagent #mutualofomaha
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Dust off that book of business
Products in the Critical Advantage Portfolio can be the missing piece to help build your business. With the quick quoting options to the simplicity of the underwriting, Critical Advantage products are a perfect fit for you and your clients. The Critical Advantage Portfolio consists of Critical Illness, Cancer and Heart Attack/Stroke. Most of us know someone who has been diagnosed with one or more of the covered conditions, so the need for these products is great. Other product benefits include: Benefits paid direct to insured Competitive rates Built-in return of premium for Critical Illness To see more benefits of Critical
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